MySuper/Balanced

Behind each tab below you will find information about this option, including its asset allocation, investment risk profile, investment style, fees, investment-return target, 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 3.0% p.a. over rolling 10-year periods.

Time horizon

10 or more years.

Investment style

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

Risk level

Medium to high. Likelihood of negative returns three to less than four in 20 years.

Asset class	Target asset allocation	Range
Growth assets	67%
Australian Shares	23.0%	5.0-40.0%	View breakdown
Developed Markets	27.0%	5.0-35.0%	View breakdown
Emerging Markets	2.0%	0.0-10.0%	View breakdown
Private Equity	0%	0.0-12.5%
Infrastructure	12.0%	0.0-25.0%	View breakdown
Property	3.0%	0.0-25.0%	View breakdown
Other	0%	0.0-10.0%
Defensive assets	33%
Infrastructure	4.0%	0.0-25.0%	View breakdown
Property	1.0%	0.0-25.0%	View breakdown
Australian - Fixed Interest and Credit	5.0%	0.0-30.0%	View breakdown
Overseas - Fixed Interest and Credit	14.0%	0.0-45.0%	View breakdown
Cash	9.0%	0.5-30.0%	View breakdown
Other	0%	0.0-10.0%
Total	100%

Top 5 asset breakdown for

Asset	Allocation^*
BHP Group	2.04%
CSL Limited	1.66%
Commonwealth Bank Of Australia	1.46%
National Australia Bank	1.09%
Goodman Group	0.75%

Asset	Allocation^*
Microsoft Corp	1.01%
Apple Inc	0.83%
Alphabet Inc	0.72%
Nvidia Corporation	0.66%
Amazon Dotcom Inc	0.49%

Asset	Allocation^*
Taiwan Semiconductor Manufacturing Company Ltd	0.09%
Samsung Electronics Co Ltd	0.06%
Mediatek Inc	0.04%
Sk Hynix Inc	0.03%
Tata Consultancy Services	0.03%

Asset	Allocation^*
Igasamex	1.97%
PS Renewable Energy	1.61%
Kinland A S	1.52%
Embedded Network	1.51%
Saren Energy AS	0.82%

Asset	Allocation^*
111 Alinga Street	0.98%
Campbell Place	0.83%
Royale Investment Trust	0.83%
313 Adelaide Street	0.68%
50 Miller St Trust	0.05%

Asset	Allocation^*
Igasamex	0.67%
PS Renewable Energy	0.55%
Kinland A S	0.51%
Embedded Network	0.51%
Saren Energy AS	0.28%

Asset	Allocation^*
111 Alinga Street	0.31%
Campbell Place	0.26%
Royale Investment Trust	0.26%
313 Adelaide Street	0.21%
50 Miller St Trust	0.02%

Asset	Allocation^*
Australian Government Bonds	1.92%
Treasury Corporation of Victoria	0.35%
NSW Treasury Corporation	0.33%
Queensland Teasury Corporation	0.27%
Western Australian Treasury Corporation	0.10%

Asset	Allocation^*
US Treasuries	2.55%
Alpha Trains Junior Debt	1.42%
Yorkshire Water Loan	1.25%
Applegreen Term Loan	1.18%
Vantage Towers Loan	0.95%

Asset	Allocation^*
Negotiable Certificate Of Deposit	5.53%
Convertible Term Deposits	1.65%
Deposit Accounts	1.30%
Term Deposit CBA	0.24%
Term Deposit NAB	0.12%

^*Asset allocation as of 30 June 2024 for the selected investment option.

Download a list of all assets held in this option as of 30 June 2024.

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 and Target Market Determination is available from the issuer by calling 1800 675 839. Past performance is not a reliable indicator of future performance.}