Consumer Price Index + 2.5% per annum after tax and investment fees, excluding other fees and costs over rolling 10 year periods
This is a diversified asset option with a medium exposure to risk. It is suitable for people looking for relatively high returns over the medium to longer term who want the growth provided by shares but want lesser fluctuations in returns from year to year than those provided by sharemarkets, and accept negative returns in some years. Suitable for people who may be cashing out their investment in ten years or more. For more information about this option, please refer to our Active Balanced factsheet.
Investment returns and declared unit prices are calculated after allowing for income tax on investment income, investment fees and costs and the asset-based administration fee. Further administration and other fees apply. Please see the applicable Product Disclosure Statement for further information about fees and costs.