Phone 1800 444 396
Web brightersuper.com.au
Email info@brightersuper.com.au
Post GPO Box 264, Brisbane QLD 4001

Balanced

The Balanced investment option, previously called the Multi Manager Growth Fund, was renamed on 31 May 2024.

This option may be suitable for investors seeking high returns and prepared to accept likely significant fluctuations over shorter periods. It is mostly invested in growth assets like shares but has a moderate exposure to defensive assets.

Return Target¹

Return target of 3.0% per year above inflation over rolling 10-year periods after fees and taxes.

Risk: Medium to high

Negative returns expected 3.98 years over any 20-year period.

Balanced Fund Factsheet

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^{1 Investment markets are uncertain and future returns cannot be guaranteed.}

Balanced - Estimated fees and costs

Administration fees and costs:	0.18% p.a. plus 0.03% p.a.¹
Investment fees and cost:	0.57%
Transaction costs:	0.06%

See the Fees and other costs section of the Investment and Fees Guide for a full explanation of the costs for each investment option.

^{1 This amount is not deducted from your account balance but is deducted from the Fund’s General Reserve.}

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