Stable

FUND DETAILS     USI: NES0100AU     ABN: 72 229 227 691     ADDITIONAL INFORMATION

Description

This investment option is designed for choice members with a short to medium investment horizon who are seeking medium levels of return (below equities but above bonds) with moderate levels of volatility. It provides more exposure to defensive assets over growth assets.

Investment Objective

Targets a return of at least CPI + 2% per annum net of fees and tax (where applicable) over rolling 5-year periods.

Minimum Investment Timeframe

5 years

Risk Band

4

Risk Label

Medium

Estimated number of negative annual returns over any 20-year period

2 to less than 3

Long-term

Australian Equities
International Equities
Property
Alternatives
Fixed Interest
Cash

12.5%
12.5%
8%
7%
50%
10%

Benchmark Range

5% – 25%
5% – 25%
0% – 20%
0% – 20%
20% – 60%
0% – 20%

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