NESS MySuper / MyPension Balanced
FUND DETAILS USI: NES0100AU ABN: 72 229 227 691 ADDITIONAL INFORMATION
Description
This investment option is designed to cater to members with a medium to long-term investment horizon who are seeking medium to high levels of return and can tolerate medium to high levels of volatility. It provides exposure to a high level of growth asset classes with a lesser exposure to defensive assets.
Investment Objective
Targets a return of at least CPI + 3% per annum net of fees and tax (where applicable) over rolling 10-year periods.
Minimum Investment Timeframe
10 years
Risk Band
5
Risk Label
Medium to high
Estimated number of negative annual returns over any 20-year period
3 to less than 4
Long-term
Australian Equities
International Equities
Property
Alternatives
Australian Fixed Income
International Fixed Income
Cash
30%
30%
7.5%
7.5%
15%
5%
5%
Benchmark Range
15% – 55%
10% – 50%
0% – 30%
0% – 30%
5% – 30%
0% - 10%
0% – 20%
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