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LOW FEE OPTION



Superestate Balanced Essentials offers members one of the lowest fees among balanced investment options in the market.*


Balanced Essentials is a low fee investment option that lets members have 10% of their super invested in our property portfolio.  


Fee comparison is based on information provided by SuperRatings. For full details on how our fees compare, check out the details here.

 Want to sign up to a low fee super option?





*This is based on research conducted by SuperRatings Pty Ltd (AFSL No. 311880) at the request of Superestate which compared 376 balanced investment options using data current as at 31 Oct 2020.

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 outperform CPI + 2.0% over rolling 10-year periods


Minimum suggested time horizon: 7 Years
Level of investment risk: 6
Risk Label: High
Probability of a negative return: 4 to less than 6 in 20 years



Investment fee: 0.214% pa
Admin fee: 0.24% pa + $1.27 per week
Buy/Sell Spread: 0.53%/0.29%
Indirect Cost Ratio: 0.011% pa


These asset allocations may not be reflected in a particular portfolio at the time when you are selecting an investment option due to a possible temporary deviation from the stated asset allocations in these investment options.





Contact

1300 519 800
1300 519 800
© Copyright 2022 Superestate

Superestate Pty Ltd (ABN 61 615 727 663; AFS Representative No. 001257096) is a Corporate Authorised Representative of Sanlam Private Wealth Pty Ltd (ABN 18 136 960 775; AFSL 337927). Interests in Superestate are issued by Diversa Trustees Limited (ABN 49 006 421 638; AFSL 235153; RSE Licence L0000635) in its capacity of trustee of the Tidswell Master Superannuation Plan. This website contains general advice only. It doesn't take into account your personal objectives, financial situation or needs. You should carefully consider these things and the Superestate Product Disclosure Statement (PDS), Target Market Determination (TMD), Reference Guide and Insurance Guide before making any decisions. These documents are available on this website or by contacting us. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice.

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