Asset Class Balanced Fund


Asset Class Balanced Fund Pie Graph
Asset Class Balanced Fund Growth And Income

Investment objective

The fund aims to provide long-term capital gains but to partly offset short-term movements up and down with some income assets.

It aims to achieve returns – after fees but before tax – of at least 3.5% per year above inflation over the long term.

There will be movements up and down in the value of the fund.

Investment strategy

The fund invests in a mix of growth assets and income assets.

This is achieved by investing mainly in DFA Australia Limited (Dimensional) funds.

Risk indicator

The risk indicator is rated from 1 (low) to 7 (high).

The rating reflects how much the value of the fund’s assets goes up and down – the 'volatility'. A higher risk generally means higher potential returns over time, but more ups and downs along the way.

While risk indicators are usually quite stable, they do shift from time to time. Check the most recent risk indicator for this fund in the latest quarterly fund update.

Booster investment funds

If a balanced fund isn't right for you, look at:

Conservative funds

Growth funds

Socially responsible investment funds

Risk level: