Balanced Essentials
This option suits those who are seeking
growth but who wish to lower the risk of
rapid changes in value over the short
term. This option is designed to provide
comparable levels of risk to the
Balanced Property option and lower
levels of risk than the Growth Property
option, which may in turn produce lower
levels of returns.
Investment Strategy
Superestate Balanced Essentials has a
significant bias towards growth assets,
such as Australian residential property,
Australian and international shares with
an offsetting allocation towards
defensive assets such as fixed interest
securities and cash.
Investment Objective
The Superestate Balanced Essentials
investment option aims to generate
relatively high returns in the medium to
long term. The return objective is to
outperform CPI + 3.0% over rolling
10-year periods.
