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Indexed
Growth

The Indexed Growth investment option is focused on minimising investment fees and costs from investing in a portfolio that has a strong bias to growth assets.

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At a glance (Accumulation)

Investment time frame
5 years +
Level of investment risk
High
Likelihood of negative returns
Negative returns expected in between 4 to less than 6 out of every 20 years
Growth/ defensive allocation
90% growth / 10% defensive
Total investment fees and costs*
0.04% p.a.
Return target
CPI + 2.5% p.a over 20 years
Net return^
-
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* 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 Guide.
^ Investment return over 10 years to 30 September 2026, net of investment fees and costs. Administration and other costs apply. Returns won’t display for options younger than 10 years. See the investment returns page for returns over all available periods.

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Who is Indexed Growth suitable for?

With a strong bias to growth assets, this Indexed investment option is designed for investors with a medium term investment time frame, who are seeking moderate returns and have a high tolerance of negative returns.

Read our Investment Guide for more information about these terms.

Asset Allocation

Target asset mix - Indexed Growth

Asset classStrategic Asset AllocationRange
Australian shares                   36% 20–70%
International shares (developed markets)49%20–70% 
International shares (emerging markets) 5%0–30% 
Property 0%0–10% 
Infrastructure 0%0–10% 
Private equity 0%0–30% 
Credit 0%0–10% 
Alternatives 0%0–10% 
Diversified fixed interest 10%0–20% 
Cash0%0–20% 
Head to Member Online to choose the investment option that’s right for you.

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Or call us on 1300 467 875 8am – 8pm (AEST/AEDT), Monday to Friday. 


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