Balanced Growth Option - iQ Super
The Balanced Option has been designed those seeking longer-term growth with a diversified approach. The Fund invests in predominantly growth assets, with some exposure to alternative assets.
| Manager | Allocation (%) |
|---|---|
| As at 25/03/2023 |
| Asset Class | Allocation (%) |
|---|---|
| As at 25/03/2023 |
| Fund | Allocation (%) |
|---|---|
| As at 25/03/2023 |
| Inception Date | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|---|
| 1/7/2003 | ||||||
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Past performance is not a reliable indicator of future performance. Performance is net of fees and charges. Performance for periods longer than 1 year are annualised. This information has been prepared for the purpose of providing general information, without taking into account your objectives, financial situation or needs. Before making an investment decision, you need to consider whether this information is appropriate to your objectives, financial situation or needs. Please consult your financial adviser. This information has been compiled from sources considered to be reliable, but is not guaranteed. Any potential investor should consider the relevant PDS in deciding whether to acquire, or continue to hold units in a fund. |
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Fund detail
| Assets under management | N/A |
|---|---|
| Fund inception | 30th June 2003 |
| Minimum Investment timeframe | 5 years |
| Investment return objective | • To earn a return after expected costs and tax, exceeding CPI by 4.0% per annum, measured over rolling 5-year periods. |
| Investment strategy | The Portfolio is typically exposed to a diversified portfolio mix of around 70% growth investments and around 30% defensive investments. The Portfolio may be exposed to derivatives. |