Australian Shares investment option

Please read all of the following information about this investment option.

General aim
To maximise long-term investment returns. More specifically, the investment objective for the Australian Shares option is to achieve net returns that exceed CPI increases by at least 6.0% pa over rolling four year periods.

Comparison with other choices
The Australian Shares option is 100% Australian shares, and therefore, together with the Aggressive and other shares options, carries a higher level of investment risk. The value of your super will fluctuate in the short term. However past experience indicates that you can also generally expect an increased likelihood of the highest investment return over longer periods. The probability of the Australian Shares option earning a negative return is approximately one year in three.

Benchmark holdings
 

Asset class Benchmark (%) Permitted range (%)
Australian shares 100 100
Overseas shares 0 0
Property 0 0
Alternative assets 0 0
Total Growth Assets 100 100
Fixed interest 0 0
Cash 0 0
Total Defensive Assets 0 0

Suitability
Many investors in this option are likely to be looking for higher investment returns over the long term. They need to satisfy themselves that they have the time to ride out very wide investment fluctuations – even watching their super go through extreme variations in performance including a negative return in some periods.

Fund for the legal community