MySuper/Balanced
MySuper/BalancedBehind 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 | 69% | ||
| Australian Shares | 24.0% | 5.0-40.0% | View breakdown |
| Developed Markets | 28.0% | 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 | 31% | ||
| 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 | 7.0% | 0.5-30.0% | View breakdown |
| Other | 0% | 0.0-10.0% | Total | 100% |
Top 5 asset breakdown for
*Asset allocation as of 31 December 2024 for the selected investment option.
Download a list of all assets held in this option as of 31 December 2024.
Asset allocation chart
Click or tap on a segment to view further details
Top 5 asset breakdown chart for
Hover or tap on a ring to view further details.
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.