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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 April 2017.

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

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

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.

Investment Options  % p.a. 
Cash 1.01% 
Fixed Term  1.15% 
Fixed Payment  1.15% 
Fixed Interest  1.17% 
Capital Stable  1.35% 
Moderate  1.43% 
Balanced  1.49% 
Growth  1.60% 
Growth Plus  1.60% 
Australian Equities  1.52% 
International Equities  1.52% 

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 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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