Balanced
This option aims to achieve strong returns by investing in a diversified mix of mainly growth assets as well as cash and fixed interest instruments.
Effective date: 27 Nov 2023
Balanced (MySuper)
The Balanced (MySuper) option may be suitable if you’re seeking moderate to high-level capital growth over the long term (more than 7 years) and can tolerate medium to high risk and volatility. The graph shows the value of an initial investment of $1,000 in this option over time.
Data
Investment performance shown to 31 March 2021 is for MTAA Super's Balanced investment option.
The investment performance figure is normally updated every business day when unit prices are updated, and is net of fees, costs and investment-related taxes. See Important information below for more details.
Past performance isn’t a reliable indicator of future performance.
Over rolling 7-year periods, after investment fees and costs, transaction costs and investment-related taxes.
Deducted from investment returns before they’re allocated to your account through the daily determination of unit prices. See Important information below.
Risk band 5:
You may expect 3-4 negative annual returns in a 20-year period.
Balanced
The Balanced option may be suitable if you’re seeking moderate to high-level capital growth over the long term (more than 7 years) and can tolerate medium to high risk and volatility. The graph shows the value of an initial investment of $1,000 in this option over time.
Data
Investment performance shown to 31 March 2021 is for MTAA Super's Balanced investment option.
The investment performance figure is normally updated every business day when unit prices are updated, and is net of fees, costs and investment-related taxes. See Important information below for more details.
Past performance isn’t a reliable indicator of future performance.
Over rolling 7-year periods, after investment fees and costs, transaction costs and investment-related taxes.
Deducted from investment returns before they’re allocated to your account through the daily determination of unit prices. See Important information below.
Risk band 5:
You may expect 3-4 negative annual returns in a 20-year period.
Balanced
The Balanced option may be suitable if you’re seeking moderate to high-level capital growth over the long term (more than 7 years) and can tolerate medium to high risk and volatility. The graph shows the value of an initial investment of $1,000 in this option over time.
Data
Investment performance shown to 31 March 2021 is for MTAA Super's Balanced investment option.
The investment performance figure is normally updated every business day when unit prices are updated, and is net of fees, costs and investment-related taxes. See Important information below for more details.
Past performance isn’t a reliable indicator of future performance.
Over rolling 7-year periods, after investment fees and costs, transaction costs and investment-related taxes.
Deducted from investment returns before they’re allocated to your account through the daily determination of unit prices. See Important information below.
Risk band 5:
You may expect 3-4 negative annual returns in a 20-year period.
Strategic asset allocation
This is the target range for holdings in each asset class within an option. The asset allocation may be re-balanced within these ranges to help achieve the option’s investment return objective.
Investment fees and costs and transaction costs
The investment and transaction fees and costs are estimates only. The actual fees and costs may vary from year to year. For more details, read our Fees and costs fact sheet (super members) or our Pension guide.
Unit prices
Normally, unit prices will be determined for each business day and posted to our investment option pages. We may defer or delay the determination of unit prices whenever we consider this to be in the best financial interests of members. A business day is generally considered to be Monday through Friday and excludes weekends and national public holidays.
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