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	68.2%
Australian Shares	22.5%	5.0-40.0%	View breakdown
Developed Markets	25.0%	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	4.7%	0.0-25.0%	View breakdown
Credit Opportunities	0%	0.0-22.5%
Overseas - Fixed Interest	1.5%	0.0-25.0%	View breakdown
Absolute Return Strategies	1.0%	0.0-10.0%	View breakdown
Defensive assets	31.8%
Infrastructure	7.0%	0.0-25.0%	View breakdown
Property	4.8%	0.0-25.0%	View breakdown
Australian - Fixed Interest	2.0%	0.0-15.0%	View breakdown
Overseas - Fixed Interest	5.5%	0.0-25.0%	View breakdown
Cash	7.5%	0.5-30.0%	View breakdown
Credit Opportunities	4.0%	0.0-22.5%	View breakdown
Alternatives	0%	0.0-10.0%
Absolute Return Strategies	1.0%	0.0-10.0%	View breakdown
Total	100%

Top 5 asset breakdown for

Asset	Allocation^*
BHP Group	1.42%
CSL Limited	1.33%
Commonwealth Bank Of Australia	1.02%
National Australia Bank	0.82%
Aristocrat Leisure Ltd	0.67%

Asset	Allocation^*
Apple Inc.	0.52%
Microsoft Corporation	0.39%
Amazon.com, Inc.	0.32%
Alphabet Inc.	0.31%
Visa	0.25%

Asset	Allocation^*
Taiwan Semiconductor Manufacturing Company Limited	0.40%
Alibaba Group Holding Limited	0.37%
Tencent Holdings Ltd.	0.35%
Samsung Electronics Co., Ltd.	0.38%
Meituan	0.10%

Asset	Allocation^*
Aofeng Hi-Tech Company Limited	0.11%
Rochdale Spears Group	0.07%
CN Innovations Holdings Limited	0.05%
Piedmont Pharmaceuticals	0.05%
Century Metal Recycling Limited	0.05%

Asset	Allocation^*
Igasamex	2.36%
Kinland AS	1.75%
International Parking Group	1.51%
Worsley Multi Fuel Cogen Plant	1.16%
Sarpsborg Avfallsenergi As	1.15%

Asset	Allocation^*
Royale Investment Trust	1.85%
50 Miller St Trust	1.77%
Citilink Bowen Hills Brisbane	1.64%
313 Adelaide Street	1.38%
Investa Commercial Property	1.25%

Asset	Allocation^*
Igasamex	2.36%
Kinland AS	1.75%
International Parking Group	1.51%
Worsley Multi Fuel Cogen Plant	1.16%
Sarpsborg Avfallsenergi As	1.15%

Asset	Allocation^*
Royale Investment Trust	1.85%
50 Miller St Trust	1.77%
Citilink Bowen Hills Brisbane	1.64%
313 Adelaide Street	1.38%
Investa Commercial Property	1.25%

Asset	Allocation^*
Commonwealth of Australia Government Bonds	1.83%
Anheuser-Busch Inbev Wor	0.03%
Verizon Communications	0.03%
Wells Fargo & Company	0.03%
Queensland Treasury Corp	0.03%

Asset	Allocation^*
Japan Treasuries	0.34%
US Treasuries	0.16%
Occidental Petroleum	0.11%
Carnival Corporation	0.11%
Royal Caribbean Cruises	0.09%

Asset	Allocation^*
First Sentier Institutional Cash Fund	7.50%

Asset	Allocation^*
Alpha Trains Junior Debt	0.68%
TDF Term Loan Portfolio	0.67%
Metrics Credit Fund	0.49%
Aunor Senior Secured Loan	0.48%
Westbourne Capital Infrastructure Debt	0.40%

Asset	Allocation^*
Cash and Equivalents	0.28%
ASX 200 Futures	0.06%
S&P500 Futures	0.06%
Commonwealth of Australia Government Bonds	0.04%
Australian High Interest Cash Fund	0.03%

Asset	Allocation^*
Occidental Petroleum	0.11%
Carnival Corporation	0.11%
Royal Caribbean Cruises	0.09%
UniCredit	0.08%
Western Midstream	0.08%

Asset	Allocation^*
Cash and Equivalents	0.28%
ASX 200 Futures	0.06%
S&P500 Futures	0.06%
Commonwealth of Australia Government Bonds	0.04%
Australian High Interest Cash Fund	0.03%

^*Asset allocation as of 31 December 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.}