Product
Provider
Rate
Fee
Key details
| Fund type | Balanced |
| Risk level | 4/7 (Medium) |
| Management fee | 1.17% p.a. |
| Total fee on $50k | $585/yr |
| Asset allocation | 55% growth · 45% income |
| Ethical / ESG | Yes |
| First home eligible | Yes |
Returns
| 1-year return | 7.67% |
| 3-year return (p.a.) | 9.52% |
| 5-year return (p.a.) | 6.51% |
Net gain on $50,000 (1yr): +$3,250
Gross return (7.67%) minus total fees ($585/yr). Past performance does not guarantee future results.