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 (%) Color
Russell Investments Australian Opportunities Fund
Allan Gray
1.04 #5ab7e8
Ausbil Investment Management
1.04 #5ab7e8
Firetrail Investments
1.04 #5ab7e8
L1 Capital
0.52 #5ab7e8
Liquidity Reserve
0.21 #5ab7e8
Platypus Asset Management
1.21 #5ab7e8
Russell Investments
0.66 #5ab7e8
Vinva
1.21 #5ab7e8
Russell Investments After-Tax Australian Shares Fund (for Superannuation Investors)
Ausbil
1.68 #afd8f3
DFA
1.2 #afd8f3
Investors Mutual Limited
1.44 #afd8f3
Liquidity Reserve
0.29 #afd8f3
Numeric Investors
1.68 #afd8f3
Platypus
1.68 #afd8f3
Russell Investments
1.63 #afd8f3
Russell Investments Australian Factor Exposure Fund
Russell Investments
11 #336e8c
Russell Investments Multi-Asset Factor Exposure Fund
Russell Investments
12 #448bb0
Russell Investments Tax Effective Global Shares Fund
Fiera Capital
1.98 #004680
J O Hambro Capital Management
1.53 #004680
Liquidity Reserve
0.54 #004680
Morgan Stanley
1.44 #004680
Nissay Asset Management
1.71 #004680
Numeric Investors
1.8 #004680
Oaktree Capital
1.8 #004680
Russell Investments
3.24 #004680
RWC Partners
1.17 #004680
Sanders Capital
2.79 #004680
Russell Global Property Fund II
Russell Investments
2 #f57f22
Russell Investments Private Assets Fund - Property Portion
Brookfield Premier Real Estate Partners Australia
1.3 #ca6917
Charter Hall Prime Industrial Fund
0.33 #ca6917
DEXUS Wholesale Property Fund
2.12 #ca6917
Vanguard International Property Securities Index Fund (Hedged)
Vanguard
2.5 #ad744b
Vanguard Australian Property Securities Index Fund
Vanguard
2.5 #f26252
Metrics Credit
Metrics Credit
4.5 #c9c8aa
Russell Investments Global High Yield Fund
Barings, LLC
0.25 #b9b36e
Hermes Sourcecap
0.25 #b9b36e
Russell Investments
0.5 #b9b36e
Russell Investments Australian Bond Fund
AMP Capital
0.75 #979882
Russell Investments
1.5 #979882
UBS
0.75 #979882
Western Asset Management
2 #979882
Russell Investments Australian Floating Rate Fund - Fixed Income Portion
Perpetual
2.03 #949849
Russell Investments International Bond Fund - $A Hedged
BlueBay
1.3 #707249
Russell Investments
0.7 #707249
Russell Investments
0.7 #707249
Russell Investments
0.25 #707249
Schroders
0.65 #707249
Western Asset Management
1.4 #707249
Russell Investments Floating Rate Fund
First Eagle Alternative Credit
1.89 #575931
Intermediate Capital Group PLC
0.81 #575931
TwentyFour Asset Management
1.13 #575931
Voya Investment Management
0.68 #575931
Russell Investments Extended Strategies Fund
Putnam Advisory Company
1.98 #535615
Russell Investments
1.02 #535615
Russell Investments
1.02 #535615
Russell Investments
1.98 #535615
Russell Investments Australian Floating Rate Fund - Cash Portion
Russell Investments
0.98 #7f7c3e
Russell Investments Private Assets Fund - Infrastructure Portion
IFM Australian Infrastructure Fund
0.56 #c24825
Morrison & Co Utilities Trust of Australia
0.69 #c24825
Vanguard Global Infrastructure Fund (Hedged)
Vanguard
1.5 #cc5533
As at 27/07/2021
Asset Class Allocation (%) Color
Australian Equities
27.5 #5ab7e8
International Equities
30 #448bb0
Property
10.75 #f57f22
Fixed Income
28.03 #c9c8aa
Cash
0.98 #7f7c3e
Infrastructure
2.75 #c24825
As at 27/07/2021
Fund Allocation (%) Color
Australian Equities
Russell Investments Australian Opportunities Fund
6.9 #5ab7e8
Russell Investments After-Tax Australian Shares Fund (for Superannuation Investors)
9.6 #afd8f3
Russell Investments Australian Factor Exposure Fund
11 #336e8c
International Equities
Russell Investments Multi-Asset Factor Exposure Fund
12 #448bb0
Russell Investments Tax Effective Global Shares Fund
18 #004680
Property
Russell Global Property Fund II
2 #f57f22
Russell Investments Private Assets Fund - Property Portion
3.75 #ca6917
Vanguard International Property Securities Index Fund (Hedged)
2.5 #ad744b
Vanguard Australian Property Securities Index Fund
2.5 #f26252
Fixed Income
Metrics Credit
4.5 #c9c8aa
Russell Investments Global High Yield Fund
1 #b9b36e
Russell Investments Australian Bond Fund
5 #979882
Russell Investments Australian Floating Rate Fund - Fixed Income Portion
2.03 #949849
Russell Investments International Bond Fund - $A Hedged
5 #707249
Russell Investments Floating Rate Fund
4.5 #575931
Russell Investments Extended Strategies Fund
6 #535615
Cash
Russell Investments Australian Floating Rate Fund - Cash Portion
0.98 #7f7c3e
Infrastructure
Russell Investments Private Assets Fund - Infrastructure Portion
1.25 #c24825
Vanguard Global Infrastructure Fund (Hedged)
1.5 #cc5533
As at 27/07/2021
Performance (As at 30/6/2021)
Inception Date 1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
1/7/2003
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.

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.