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Allocated Pension

The Allocated Pension has been developed to enable you to manage your income stream in retirement by determining the frequency and amount of pension payments (subject to Government Regulations) that best suits your personal needs. 


Unit prices at {date}

Investment Options Unit Prices

Performance percentages effective as at 30 June 2017.

Investment Options 6 Months 1 Year 3 Years 5 Years 7 Years

Total Growth of $10,000 from June 1997 to June 2017.

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Allocated Pension

Deciding which investment product is right for you and your individual situation can be difficult, time consuming and may not always achieve the appropriate results. Your financial planner can work with you to tailor an investment strategy using the most suitable investment products to help you achieve your lifestyle and financial goals.

To find out more simply call your member service team on 1800 620 305.

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Allocated Pension

Your Fund Update

Deciding which investment product is right for you and your individual situation can be difficult, time consuming and may not always achieve the appropriate results. Your financial planner can work with you to tailor an investment strategy using the most suitable investment products to help you achieve your lifestyle and financial goals.

1800 620 305 To find out more simply call your member service team on .

Downloads 

Allocated Pension

Deciding which investment product is right for you and your individual situation can be difficult, time consuming and may not always achieve the appropriate results. Your StatePlus financial planner will work with you to tailor an investment strategy using the most suitable investment products to help you achieve your lifestyle and financial goals.

To find out more simply call your member service team on 1800 620 305.

Allocated Pension Fund

Investment option Investment Fee
%
Indirect cost ratio (estimated)
%
Total estimated investment fees and indirect costs
%
Management fees
% p.a.

Performance related fees
(estimated)
%

Government costs & levies
(estimated)
%
Cash Fund 0.99% N/A 0.01% 0.00% 1.00%
Fixed Interest Fund 1.15% N/A 0.01% 0.06% 1.22%
Capital Stable Fund 1.30% 0.02% 0.01% 0.06% 1.39%
Moderate Fund 1.35% 0.03% 0.01% 0.10% 1.49%
Balanced Fund 1.40% 0.02% 0.01% 0.13% 1.56%
Growth Fund 1.50% 0.02% 0.01% 0.15% 1.68%
Growth Plus Fund 1.50% 0.02% 0.01% 0.15% 1.68%
Australian Equities Fund 1.50% N/A 0.01% 0.15% 1.66%
International Equities Fund 1.50% N/A 0.01% 0.11% 1.62%
Fixed Term Fund 1.15% N/A 0.01% 0.02% 1.18%

The above fees are an estimate of the fees and costs that may affect your investment. For further details on these fees and costs please refer to the Personal Retirement Plan and Allocated Pension Fund Investment and Fee Booklet by clicking on the PDS tab above.

Deciding which investment product is right for you and your individual situation can be difficult, time consuming and may not always achieve the appropriate results. Your StatePlus financial planner will work with you to tailor an investment strategy using the most suitable investment products to help you achieve your lifestyle and financial goals.

To find out more simply call your member service team on 1800 620 305.

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