Balanced Growth

Screens out fossil fuel companies.

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Impact talk

Balanced Growth Pension

Screens out fossil fuel companies

Ethically screened

Invests for impact

Money talk

Balanced Growth Pension

Fees per year *

0.767% + $60

Investment objectives How much we aim for your money to grow each year

CPI + 2.5% CPI (which stands for 'Consumer Price Index') is how much the price of stuff changes each year

Per annum over rolling ten-year periods (after investment fees and taxes)

Recommended Minimum Investment Timeframe

10 years

Estimated negative returns over any 20-year period

4 to less than 6

Asset allocation How we balance risk and reward in order to achieve investment objectives

70% Growth

30% Defensive

Recent returns^

As at 30 April 2024

See full performance and returns


One year


Since inception
(15 July 2015)

*The fees shown are the total Administration Fees and Costs, Investment Fees and Costs and Transaction Costs payable by you in respect of your investment in each investment option. Other fees and costs may apply to your account. Please read the Pension Product Disclosure Statement and Pension Target Market Determination for full details about how fees and costs may impact your investment.

^ Returns provided are after investment fees, percentage-based administration fees and taxes but before dollar-based administration fees have been taken out. Returns for periods of greater than one year are on a per annum compound basis. Return of capital and the performance of your investment in the Fund are not guaranteed. Past performance is not a reliable indicator of future performance.