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Account availability/ Commencement Super accounts only / 1 December 2007
Investment objective Super accounts:

  • Achieve returns net of fees and tax which are higher than the return from the performance benchmark of the option’s underlying funds and at least equal to CPI + 3.5% over a rolling five year period
Likelihood of a negative annual return Less than five in every 20 years
Standard Risk Measure

This option is fully invested in the AMP Capital Ethical Leaders Balanced Fund. The following links provide access to documents with more information regarding this investment fund’s:

Asset AllocationInvestment Range
Australian Equities 25.0% 15 - 40%
International Equities 30.0% 15 - 40%
Emerging Markets 3.0% 0 - 8%
Global Listed Property 4.0% 0 - 10%
Direct Property 5.0% 0 - 10%
Infrastructure 4.0% 0 - 7%
Alternative Assets Growth 2.0% 0 - 6%
Australian Bonds 13.0% 0 - 20%
International Bonds & Credit 12.0% 0 - 25%
Cash 2.0% 0 - 20%
Currency exposure20%10 - 30%

12 months to 30 June
2020 -0.70%
2019 6.98%
2018 9.17%
2017 7.60%
2016 0.66%

 

Five year compound average to 30 June 2020
4.65%

 

 

Investment performance

Find out the investment performance for all of the investment options

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Your investment options

Latest news

Changes to administration fees and insurance premiums from 1 October 2020

Changes to administration fees and insurance premiums from 1 October 2020

From 1 October 2020 there will be changes to Mercy Super’s administration fees and insurance premiums. We’ve highlighted these... Read more
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