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 to high exposure to risk. It is suitable for people who have a preference for a sustainable approach to investing and are looking for relatively high returns over the medium to long term who can handle fluctuations in returns, even negative returns, from year to year, and who won't be cashing out their super for ten years or more.
Statewide has invested in the AMP Capital Investors’ Ethical Leaders Balanced Fund.
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.