MySuper/Balanced

Behind each tab below you will find information to help you understand this option, including asset allocation, investment risks, investment style, fees, and return targets, and actual returns. You can select the Super Fund or Income Stream button below, to view the account information for either super or income stream accounts, depending on your stage of investing.

View our investment performance to see how the different investment options have performed over the long-term.

Suitability

Members who seek moderate to high returns over the medium to long-term and are prepared to accept some fluctuation in returns over the short-term

Investment Objective

To outperform the Consumer Price Index (CPI) (after tax and investment expenses) by at least 3% p.a. over the long-term

Time horizon

7 years or longer

Investment style

Invests in a diversified range of investments, a mixture of growth and defensive assets

Risk level

Medium-high likelihood of negative returns - less than 4 in 20 years

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Asset class Target asset allocation Range
Growth assets 63.6%    
Australian Shares 22.5% 5.0-40.0% View breakdown
Developed Markets 23.0% 5.0-35.0% View breakdown
Emerging Markets 6.0% 0.0-10.0% View breakdown
Private Equity 0.5% 0.0-12.5% View breakdown
Infrastructure 7.0% 0.0-25.0% View breakdown
Property 3.8% 0.0-25.0% View breakdown
Credit Opportunities 0.8% 0.0-22.5% View breakdown
Defensive assets 36.4%    
Infrastructure 7.0% 0.0-25.0% View breakdown
Property 3.7% 0.0-25.0% View breakdown
Australian Fixed Interest 3.0% 0.0-15.0% View breakdown
Overseas Fixed Interest 7.0% 0.0-25.0% View breakdown
Cash 8.5% 0.5-30.0% View breakdown
Credit Opportunities 7.2% 0.0-22.5% View breakdown
Alternatives 0% 0.0-10.0%  
Absolute Return Strategies 0% 0.0-10.0%  
Total 100%    

Top 5 asset breakdown for

*Asset allocation as of 30 June 2020 for the selected investment option.

Asset allocation chart

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Top 5 asset breakdown chart for

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This website contains general information only and does not take account of your personal circumstances. You should obtain personal advice where appropriate. This content is current as at the date of publication and subject to change. Prime Super (ABN 60 562 335 823) is issued by Prime Super Pty Ltd (ABN 81 067 241 016, AFSL 219723). A Product Disclosure Statement is available from the issuer by calling 1800 675 839. Past performance is not a reliable indicator of future performance.