Simplicity Balanced Fund

Balanced

A mix of growth and income assets for moderate long-term growth.

5yr Return

—%

3yr Return

—%

1yr Return

—%

3m Return

—%

Total Fee

0.31%

Fund Size

—

Asset Allocation

Equities

55%

Bonds

30%

Cash

10%

Other

5%

Historical Returns

3 Month

—%

1 Year

—%

3 Year

—%

annualised

5 Year

—%

annualised

10 Year

—%

Since Inception

—%

annualised

Fees

Management Fee0.31%

Admin Fee$20/yr

Total Annual Fee0.31%

Risk Level

4/ 7

Medium

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