Term Allocated Pension investment plans

Below is a summary of Term Allocated Pension investment options.

Plan Expected risk/return profile Objective
Growth plan Higher risk and return Return of CPI* +4.3% pa over rolling 10 year periods
Balanced plan Medium risk and return Return of CPI* +3.9% pa over rolling 7 year periods
Conservative plan Lower risk and return Return of CPI* +3.4% pa over rolling 5 year periods 
Cash plan Low risk and return Return of CPI* +2.2% pa over rolling 3 year periods 
MY plan

With this plan, you can personally select to invest your super in any single asset class, or a mixture of all five asset classes available in MY plan. 

*Consumer Price Index (CPI). Investment objectives are not intended to be a forecast, they are merely an indication of what the investment aims to achieve. Investment returns are not guaranteed. Actual returns may be lower than expected.

For more information on each of these plans, use the menu below.
Select an investment plan

Plan




Are you in the right investment plan?

You can get an idea of what type of investor you are by using our Risk profile calculator. To change your investment plan download and complete an Term Allocated Pension investment choice form. 

Risk profile calculator


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