Product
Provider
Rate
Fee
Key details
| Fund type | Balanced |
| Risk level | 4/7 (Medium) |
| Management fee | 0.24% p.a. |
| Total fee on $50k | $120/yr |
| Asset allocation | 55% growth · 45% income |
| Ethical / ESG | Yes |
| First home eligible | Yes |
Returns
| 1-year return | 8.79% |
| 3-year return (p.a.) | 11.32% |
| 5-year return (p.a.) | — |
Net gain on $50,000 (1yr): +$4,275
Gross return (8.79%) minus total fees ($120/yr). Past performance does not guarantee future results.