Join
Join

Capital
stable

The Capital Stable investment option is focused on delivering the best net return from investing in a portfolio that has a bias to defensive assets and has high diversification. 

Happy businesspeople smiling cheerfully in a meeting room. Group of successful businesspeople sitting together during their morning briefing in a modern office. Colleagues working together.

At a glance (Accumulation)

Investment time frame
5 years +
Level of investment risk
Low to medium
Likelihood of negative returns
Negative returns expected in between 1 to less than 2 out of every 20 years
Growth/ defensive allocation
37% growth / 63% defensive
Total investment fees and costs*
0.68% p.a.
Return target
CPI + 2.0% p.a. over 20 years
Net return^
-

Awards and ratings are only one factor to be taken into account when choosing a super fund.
Click here for important information about Lonsec Research Ratings.

* Investment costs are based on estimated and actual information from the previous financial year. The costs payable in future years may be higher or lower. Administration and other fees also apply. For a full breakdown of fees and costs, see our fees and costs page or Section 6 of the Member Guide.
^ Investment return over 10 years to 30 November 2024, net of investment fees and costs. Administration and other costs apply. Returns won’t display for options younger than 10 years. See investment returns page for returns over all available periods. Past performance is not a reliable indicator of future performance. 

African businesswoman with laptop explaining project details to male caucasian colleague at office desk. Business partners having meeting in coworking office space.

Who is Capital Stable suitable for?

With a bias to defensive assets, this Core pre-mixed investment option is designed for investors with a medium to long-term investment timeframe, who are seeking modest long-term returns and have a low to medium tolerance of negative returns.

Our target

Asset mix

Capital Stable
Asset class Target Range 
Australian shares 8% 0–30% 
International shares (developed markets) 8% 0–30% 
International shares (emerging markets) 3% 0–10% 
Property 11% 0–25% 
Infrastructure 11% 0–25% 
Private equity 1%0–10% 
Credit 6%0–20% 
Alternatives 6%0–20% 
Diversified fixed interest 25%10–50%
Cash 21%10–50%

 


Join in 2 easy steps

Simply read the offer documents and start creating your application.


Our Investment Philosophy

Our approach to investing is driven by our strong, diverse and proven investment beliefs.1 We’re not afraid to be different to other investment managers and super funds.

canva-young-professional-working-office-checklist

World-class investment managers

Our investment funds are managed by some of the world’s largest and top-performing asset managers.1

 

1. Source: SuperRatings Accumulation Fund Crediting Rate Survey – SR50 Capital Stable (20–40) Index, June 2022. Past performance is not a reliable indicator of future performance and should never be the sole factor considered when selecting a superannuation fund.