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Balanced Fund
The objective of the Balanced Fund investment plan is to achieve growth in the longer term by investing in a mix of growth and income securities. Its allocation to each asset class will be as follows:
| Global Equities | Benchmark | 30% |
|---|---|---|
| Range | 10% to 50% | |
| Australasian Equities | Benchmark | 20% |
| Range | 0% to 40% | |
| Infrastructure & Property | Benchmark | 10% |
| Range | 0% to 20% | |
| Fixed Interest & Cash | Benchmark | 40% |
| Range | 20% to 60% |
The Balanced Fund has an investment plan designed for those with a lesser degree of tolerance for the possibility of a decline in the value of their investments. They can expect lower long term returns but with less volatility than investors in the Growth Fund may experience.