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

Conservative Balanced

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

This option may be suitable for investors seeking moderate returns and prepared to accept likely significant fluctuations over shorter periods. It invests in growth assets, but has substantial exposure to defensive assets.

Return Target¹

Return target of 2.5% per year above inflation over rolling 10-year periods after fees and taxes.

Risk: Medium to high

Negative returns expected 3.25 years over any 20-year period.

Conservative Balanced
Fund Factsheet

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

Conservative Balanced - Estimated fees and costs

Administration fees and costs:	0.18% p.a. plus 0.03% p.a.¹
Investment fees and cost:	0.54%
Transaction costs:	0.05%

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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