Indexed

If you want to keep things simple and follow the long-term market growth, we have a lower cost alternative. Some call index investing boring. Warren Buffett, arguably the world’s best investor, thinks they’re the way to go.

 

Choose from 2 Indexed portfolios below, depending on your risk tolerance. Or take our Risk Profile Test

Conservative/Indexed

Designed for cautious investors who want to keep things simple, follow the growth of the market, and feel more comfortable with lower risk and lower return assets.

Our lower cost managed portfolio with a diversified range of index-based assets, and nothing else.

Asset allocation

Projected returns

Aims to outperform cash over rolling three-year periods, after fees. With 70% allocated to defensive assets and 30% to growth, investors can expect negative returns 1-2 years out of every 20.

 

This graph is illustrative and returns aren’t guaranteed. Your investment in the Fund is also not guaranteed. The value of your investment can rise and fall depending on the
investment returns achieved by the investment portfolio you select. By participating in the Fund you are solely responsible for selecting the investment portfolio in which you invest.

The Trustee and Administrator aren’t responsible for the choice of investment portfolio you make and are not liable for any loss or damage you may incur as a result of you deciding
to invest in, or withdraw from a particular investment portfolio. Return assumptions are based on the modelled return at the 50th percentile (expected return), 75th percentile (higher return) and 25th percentile (lower return). Stochastic modelling has been used to calculate return assumptions.

Fees & pricing

Unlike some funds, our fees are 100% transparent and our portfolio managers are 100% accountable. Here’s a breakdown of this portfolio’s costs:

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Indexed

Indexed

If you want to keep things simple and follow the long-term market growth, we have a lower cost alternative. Some call index investing boring. Warren Buffett, arguably the...
Discover portfolios

Single-sector

Highly confident or highly cautious investors can increase their exposure to a single specific asset class, with 100% allocation to either growth or defensive assets. Cho...

Income

If you’re a ‘bird in the hand’ sort of person, our Income portfolios are biased towards companies giving more back in the form of dividends and income. Choose from ...

Innovation

Do you see value in where the world’s heading? These portfolios provide some exposure to forward-looking companies and emerging enterprises leading the way in R&D, ...

Responsible green

People looking to shape tomorrow can choose to back companies and investments aiming to have a more positive impact on the world. Choose from 4 portfolios below, dependin...

Core

Prefer to be a little more engaged and diversified with your super? Core gives you breadth, depth and a transparent view of your asset holdings, including direct Australi...

Indexed

If you want to keep things simple and follow the long-term market growth, we have a lower cost alternative. Some call index investing boring. Warren Buffett, arguably the...
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