This option is generally suited to investors who

• have an investment timeframe of at least five to seven years
• are seeking a low cost investment choice
• want exposure to assets with potentially higher returns
• are prepared to accept more fluctuation in the value of their investment over the short term (relative to the Balanced option).

Investment objective

To achieve an average return over rolling five year periods of CPI + 3.5% p.a., after fees and tax.

Asset allocation

The pie chart above shows the actual asset allocation as at 30 June 2009. The investment manager of the Basic Growth option targets the specific asset allocations shown below.²

 

Risk

Negative return expected one year in every five years.

 

1. It's important to be aware past performance should not be taken as an indication of future performance.
Crediting rates differ from net returns due to a slight delay in unit prices reflecting the value of the underlying assets. Crediting rates are the returns that are applied daily to members' accounts. The crediting rates quoted for a given period apply to members who have remained in the option/s for the entire period and made no transactions.

2. Asset allocations effective from 1 July 2008.

3. This is the estimated fee for the 2009/2010 financial year.

Historical performance

As at 30 June 2009

More investment performance and unit prices

Fee