Balanced portfolio
This page shows investment holdings as at 30 June 2024. On 1 July 2024, we launched a new investment menu. The information below relates to the investment menu and investment holdings as at 30 June 2024 immediately prior to the introduction of the new investment menu. The information below doesn't reflect the new menu.
This is the default investment option for the Income account.
This option is designed for medium to long-term investing, with some assets that can potentially give higher returns. This option could experience negative returns over the short term.
From 1 July 2024, the Balanced option was renamed Balanced Risk-Adjusted. Please refer to the QSuper Product Disclosure Statement for Income Account and Lifetime Pension (pdf) for detailed information.
Please note: Percentages are subject to rounding. Asset class percentages may not add up to 100% because they include the effective exposure of derivatives in the investment option.
Some investment items may appear as negative because of collateral management arrangements or overdraft facilities, or because they are in a loss position as at the reporting date.
Cash includes physical cash, along with cash held to back derivative positions. For this reason, the figures posted here may exceed those in our asset allocation ranges.
