Product
Provider
Rate
Fee
Key details
| Fund type | Balanced |
| Risk level | 4/7 (Medium) |
| Management fee | 0.25% p.a. |
| Total fee on $50k | $125/yr |
| Asset allocation | 60% growth · 40% income |
| Ethical / ESG | No |
| First home eligible | Yes |
Returns
| 1-year return | 12.80% |
| 3-year return (p.a.) | 13.77% |
| 5-year return (p.a.) | — |
Net gain on $50,000 (1yr): +$6,275
Gross return (12.80%) minus total fees ($125/yr). Past performance does not guarantee future results.