Asset Class Conservative Fund


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

Investment objective

The fund aims to provide relatively consistent returns, with some capital gains over the long term.

It aims to achieve returns – after fees but before tax – of at least 2.5% per year above inflation over the long term.

Generally, there will be some movements up and down in the value of the fund.

Investment strategy

The fund invests mainly in income assets, but includes some growth 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 conservative fund isn't right for you, look at:

Balanced funds

Growth funds

Socially responsible investment funds

Risk level: