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Investment Fund A

The Investment Fund has been designed to allow you to develop your own financial strategy and investment portfolio in conjunction with your financial planner. As well as giving you access to your money regardless of your age, the Investment Fund enables you to diversify your investments outside of the super environment.


Unit prices at {date}

Investment Options Unit Prices

The Growth Plus Fund is now closed. The unit price shown above is the termination price effective 3 July 2017.

Performance percentages effective as at 31 August 2017.

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

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

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Investment Fund - Class A

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.

Downloads 

Investment Fund - Class A

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.

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

Downloads 

Investment Fund - Class A

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 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 Investment Fund Class A PDS 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.