Balanced
This option may be suitable if you’re seeking moderate to high-level capital growth over the long term (more than 7 years) and can tolerate medium to high risk and volatility.
Data
Over rolling 7-year periods, after tax and fees.
Deducted from investment returns before unit prices are determined and directly applied to your account. See Important information below.
Risk band 5:
You may expect 3-4 negative annual returns in a 20-year period.
Crediting rates with MTAA Super prior to 2017 have been converted to unit prices. Before 22 April 2017, MTAA Super used crediting rates to apply the returns for each investment option to members.
Data
Over rolling 7-year periods, after tax and fees.
Deducted from investment returns before unit prices are determined and directly applied to your account. See Important information below.
Risk band 5:
You may expect 3-4 negative annual returns in a 20-year period.
Crediting rates with MTAA Super prior to 2017 have been converted to unit prices. Before 22 April 2017, MTAA Super used crediting rates to apply the returns for each investment option to members.
Data
Over rolling 7-year periods, after tax and fees.
Deducted from investment returns before unit prices are determined and directly applied to your account. See Important information below.
Risk band 5:
You may expect 3-4 negative annual returns in a 20-year period.
Crediting rates with MTAA Super prior to 2017 have been converted to unit prices. Before 22 April 2017, MTAA Super used crediting rates to apply the returns for each investment option to members.
Strategic Asset Allocation
This is the target range for holdings in each asset class within an option. The asset allocation may be re-balanced within these ranges to help achieve the option’s investment return objective.
Investment fees are calculated looking back at 30 June each year and are estimates only. The actual investment fees for the current financial year may vary with large investment acquisitions, divestments and/or changes in portfolio managers. Investment fees are disclosed gross of income tax. Any benefit of an income tax deduction relating to these fees will be applied to your account as part of the unit price for that option.
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