Media Super Balanced Investment Option
Media Super's Indexed Balanced fund is one of the more diversified low cost options available, as it includes investments in emerging markets equities, listed property and listed infrastructure. Understand how Media Super's investment options are designed to achieve long-term investment objectives to help you build your retirement savings. Giving back to our industries As an industry super fund, we're committed to supporting our industries, including through unique investments in local film and TV productions, and the ACO Instrument Fund.
Media Super’s investment options provide you with the choice you need to create the best mix of investments to build a portfolio that you’re comfortable with. The mix of options you choose should be determined by your investment objectives and profile. If you don’t make a choice, you will be invested in the Balanced (MySuper) option. Depending on your needs, it may be the right option for you – in fact, the majority of Media Super members are invested in the Balanced option.
Our super and pension Balanced options both have strong long-term performance and low fees, with a well diversified portfolio that has continued to perform well through tough and uncertain times.
Super members You need to select a new investment option for your current balance and/or future contributions and transfers. A maximum of 90% of your total Media Super account balance can be invested in the Direct Investment option, subject to a minimum balance of $2, remaining in one or more of Media Super’s other investment options. The minimum amount you can transfer into the Direct Investment option is $ · MySuper investment options usually take what’s known as a ‘balanced’ approach to investing, which means they spread your super savings across a mix of growth assets (such as shares and property), Author: Industry Superfunds.
We deliver strong returns to our members over the long term, with our Balanced (MySuper) investment option returning, on average, % p.a. since inception. Add to this our low fees, cost-effective insurance cover and unique understanding of your industries and you’ve got a formula for super success. See how we compare. Balanced investment option: the best of both worlds Balanced or MySuper investment options in most funds offer a middle ground between growth and conservative options.
Balanced investment options sit in the middle of growth and conservative portfolios in terms of volatility, risk and potential return. Single diversified investment option This is how most MySuper accounts work. Your fund puts your money in a standard mix of investments, and the investment approach stays the same for your whole life. These funds usually have a balanced or growth approach.
Media Super Personal - Growth Industry Fund Yes % 91 % 14 % 6 % 8 % 15 TOP 50 PERSONAL SUPER – BALANCED INVESTMENT OPTIONS Balanced investment options (diversified asset allocation with between 55% and 75% growth asset weighting) Author: Harrison Atkins.
Balanced If you are a medium to long-term investor and want exposure to investment groups that will potentially give higher returns, Balanced may be suitable for you. You need to be prepared to accept that this option could experience negative returns over the short term.
Balanced is the default investment option for the Income account. Super: % | Pension: % Objective and performance This option invests in a diversified portfolio of mainly growth assets such as Australian and international shares, property, infrastructure and private equity, with some fixed interest and cash investments.
1. The investment objectives do not constitute a forecast or guarantee of future performance or the future rates of return of the investment option. 2. We may vary the asset allocation for an investment option from time to time.
Media Super Investment update for January 2019
Each of the asset classes may include small cash balances for portfolio management purposes. 3. Our Balanced investment option is the funds default option for all Triple S members on commencement of membership. Over 90% of members have their money invested in this option. This option is structured for investors with an investment time horizon of at least 10 years. Choose our default option - the Lifecycle Investment Strategy (for Super-savings accounts only). The three Pools have identical investments to the respective investment options being, the Balanced, Retirement and Cash investment options.
To show our performance for each Pool we have shown the returns of the respective options (adjusted to. The balanced superannuation investment option has approximately a 61% allocation to growth assets. The risk of fluctuating returns is medium. Find out more. The balanced option is designed to have a balanced mix of growth and defensive assets and is generally suitable for someone with a moderate appetite for risk Investment risk considerations We build portfolios by considering the underlying assets’ risk profiling, and the role they have in the portfolio, rather than their asset class ‘label’.
LGIAsuper provides a balanced investment option for members looking for a measured approach to their superannuation. Click to read more. Switch investment options Changing how your super is invested is simple, and comes at no cost.
Learn more. Media releases Guides & PDS Retirement Retirement How much is enough. This option invests in a wide range of assets, with a higher allocation to shares, infrastructure and property than fixed interest and cash. It’s designed for members seeking medium to long-term growth who are willing to accept short-term fluctuations in returns. Balanced Join over 90% of members confidently investing in our Balanced option.
Invests in a wide range of assets, including shares, private equity, infrastructure, property, fixed interest, credit and cash. Designed to have medium to long-term growth with possible short-term fluctuations. Balanced investment options (diversified asset allocation with between 55% and 75% growth asset weighting) Product & Investment Option Name Segment Public offer 1 year k 3 years k 5 years k 7 years k 10 years k UniSuper - Sustainable Balanced Industry Fund Ltd % 2 % 1 % 2 % 2 % 2 WA Super - Sustainable Future Industry Fund Yes 7.
Balanced. Designed for members who want a less aggressive balance of risk and return. The Balanced option offers a split between 'growth' and 'defensive' assets.
Key information. Investment objective. Achieve a net return of at least % p.a. above inflation (measured by. For further information on the Indexed Balanced option please refer to the Product Disclosure Statement applicable to your account. For a summary of the Energy Super investment options available to members click here.
All returns shown above are net effective. * Balanced option returns as at 30 Junesince inception in August The investment returns shown are for the super (accumulation) product. AustralianSuper returns are based on crediting rates. For super (accumulation) products crediting rates are the investment return less investment fees, the percentage-based administration fee. Same proportions as my investment options in Step 2 (this option is not available if you hold a term deposit).
OR The default order – Cash, Capital Secure, Capital Stable, Balanced, Socially Conscious, Growth, Equity Growth. investment options you choose. You have the choice of investing your member benefit and any ancillary benefit in one or more of four investment options – Cash, Income Focused, Balanced and Aggressive. If you do not choose an investment option, your super will be invested in the default option, Balanced.
MySuper Balanced (Default Option) Suitable for members seeking returns above inflation over a long-term period of at least 10 years. Investments are made in a diversified mix of asset classes with a bias towards growth assets.
Media Super Pension - Balanced Industry Fund Yes % 70 % 25 % 10 % 19 % 22 TOP 50 RETIREMENT PRODUCTS – BALANCED INVESTMENT OPTIONS Balanced investment options (diversified asset allocation with between 55% and.
Important: Balanced is the most common investment option and is generally the default investment option when joining a super gkwr.xn----8sbnmya3adpk.xn--p1aied in this context refers to the risk profile of the investment option and means that 60–76% of the fund’s assets are defined as. Investment objective: An average return of inflation + % over seven years or more.
Managing your Suncorp super investment options | Suncorp
1 Risk. It is likely that a negative return might be expected to occur between four and six years in Strategic Asset Allocation. The strategic asset allocations are determined by the investment objective for each option and are set annually. CSS members can switch components of their super between the default and cash investment options.
Default. Our Default Option is how we invest your money if you don’t choose an investment option. It’s designed to take on a little more risk, for greater return. Cash. Our Cash Option reduces risk by investing all your funds in cash assets. The VicSuper Flexible Income Balanced investment option returned % (% for Flexible Income with TTR feature) over the 12 months to 30 June The financial year was a tale of two halves.
The first six months were characterised by. The Balanced (MySuper) option may suit members who have an investment timeframe of 5 years or more and are willing to accept a medium level of risk and fluctuations in returns.
Media Super Balanced Investment Option. My AutoSuper Balanced - MTAA Super
When we talk about our Balanced (MySuper) option, we're also referring to the Balanced option for TransPension members, including Pre-Retirement Super Pensions (TTR) and. This page describes an investment option available to Self-Managed Super Fund (SMSF) Trustees. Please follow these links to view investment options available to Hostplus superannuation members and Hostplus pension members.
The Balanced Option aims to maximise the net long-term investment returns for a given level of risk by utilising active management across a broad, highly diversified range.
The MySuper balanced option in detail. Legal Super Pty Ltd ABN 37 is the Trustee of legalsuper ABN 60 and holds Australian Financial Services Licence No. under the Corporations Act A ‘representative member’ is a member who is fully invested in the My AutoSuper (Balanced) investment option, who does not incur any activity fees during a year and who has an account balance of $50, throughout that year. It excludes investment gains/losses on the $50, balance. Please refer to the EISS Super Conservative Balanced Fund Profile for historic MySuper performance.
L O W M E D I U M H I G H Balanced Investment Option 1.
NGS Super - Investments - Specific Investment Options ...
Energy Industries Superannuation Scheme Pty Limited ABN 72RSE Licensee L and AFS Licence as trustee for Energy Industries Superannuation Scheme. Choosing an investment option in your super fund is an important decision, though it’s one that many Australians neglect.
Direct Investment | Media Super
Around 80% of Australians with superannuation accounts have their money invested in the default option, which is where you’re placed if you don’t choose an investment option. 1 The strategic asset allocation is an indication of the proportion of the investment option assets that are allocated to each asset class. The actual asset allocation to each of the asset classes may vary from time to time, but within the ranges indicated.
2 The figure shown is the estimated number of negative annual returns over any 20 year period for this investment option. Product & Investment Option Name Segment Public offer 1 year k 3 years k 5 years k 7 years k 10 years k UniSuper Personal Accounts - Sustainable Balanced Industry Fund Ltd % 3 % 1 % 2 % 1 % 1 WA Super Personal - Sustainable Future.
Performance information shown is for the historical periods up to 31/10/ and investment options noted in the table information. Performance figures shown reflect net investment performance, i.e. net of investment tax, investment management fees and the applicable administration fees based on an account balance of $50, YOUR INVESTMENT OPTIONS SUPER FACTSHEET 6 Age 42 Investment objective CPI + % per annum Minimum time frame 7 + years Risk estimate 6: High Shares Normal (%) Ranges (%) Asset Classes Australian Shares International Shares Infrastructure 11 Property 11 Alternatives Private Capital Bonds · Retirement Guide News & Media Deals (the popular balanced investment option typically means per cent of your savings are invested in equities or.
Investment options are either single sector, such as an Australian share fund, or diversified (which combine several different sectors), such as the Suncorp Balanced Portfolio.
Suncorp super investment options. Balanced (MySuper) investment option Quarter ending 30 September This option invests in a wide range of assets, with a higher allocation to shares, infrastructure and property than fixed interest and cash.
How to construct a balanced portfolio using ETFs
It’s designed for members seeking medium to long-term growth who are willing to accept short-term fluctuations in returns. For information regarding NGS Super’s methodology for calculating the Standard Risk Measure (SRM) of each investment option, please refer to page 28 of our Investment Guide. DATE INTRODUCED. Accumulation accounts: July Income accounts: August Investment returns are shown net of tax and investment expense. Source: Illustrative example of cumulative returns for the period 31 December to 31 Decemberbased on hypothetical investors starting with $50, in the Balanced and Cash investment options and compared to an investor that switches from the Balanced option to the Cash option at the end of February