Quality advice changes lives
Man’s hands holding kittens

Investment Fund B

The Investment Fund has been designed to provide individuals with strategic investment flexibility. In conjunction with your financial planner, you can create an investment portfolio that is designed to help you achieve your financial and lifestyle goals. The Investment Fund enables you to diversify your investments while providing you with access to your money regardless of your age..


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

Downloads 

Investment Fund - Class B

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 B

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 B

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 0.41% 
Fixed Interest  0.52% 
Capital Stable  0.62% 
Moderate  0.69% 
Balanced  0.79% 
Growth  0.87% 
Australian Equities  0.79% 
International Equities  0.79% 

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 B PDS by clicking on the PDS tab above. In addition to the above fees an advice fee is payable when you enter into an advice relationship with us. Your Statement of Advice will provide you with information about our advice services and how advice fees are charged.

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.