Australian Retirement Trust: Balanced Index

Admin fee (fixed)

$57.2 p.a.

Admin fee (%)

0.10% (on first $500000)

Costs met from reserves

0.05%

Investment fees & costs

0.08%

Transaction costs

0.01%

Cost at $50k / $100k / $250k

$177.2 / $297.2 / $657.2

Fund-published cost at $50k

$177.2

Growth assets

75%

Returns 1y / 5y / 10y

10.33% / 7.14% / 8.02% (to 2026-06-30)

Fee source

https://cdne.australianretirementtrust.com.au/media/project/art/publicweb/pdfs/pds/super-savings-guide.pdf

Returns source

https://cdne.australianretirementtrust.com.au/media/project/art/publicweb/pdfs/investments/quarterly-investment-report.pdf

Date checked

2026-10-16

Notes

$1.10/week; 0.10% on first $500k; growth % = 32% Aus + 43% intl shares SAA from fund option page (search extract)