High growth

Aims:

  • To maximise long-term investment returns.
  • To outperform an average return of CPI plus 4.0% pa (4.5% pa in pension) over rolling 10-year periods.

Risk profile:

Offers the strongest emphasis on growth assets, and therefore carries the highest level of investment risk out of all the diversified portfolios. Short-term fluctuations will occur, but higher investment returns are expected over longer periods. The probability of this option earning a negative return is approximately 4 to less than 6 years in every 20 years.

Risk Level:

High.

Investor profile:

Will suit investors looking for the highest investment returns over the long-term, but who are prepared to accept extreme fluctuations in investment performance.

Investment strategy

The investment benchmark is 100% growth assets, as shown in the table below: 

Growth Assets

  Benchmark % Permitted range %
Australian shares 42% 30-60
Overseas shares  42% 20-50 
Property  7% 0-20
Alternative assets  9%  0-20 
Total  100%  100% 

Defensive Assets

  Benchmark % Permitted range %
Fixed interest 0% 0
Cash 0%
Total  0%  0% 

Minimum suggested time frame for holding the investment is 5 years. 

The Trustee may adjust the asset mix or vary the investment strategy from time to time. This could include varying the mix between growth assets and defensive assets.

Super Investment Performance

Current PerformanceHistorical performance to 30/06/2016
OptionFYTD as at 17/03/20171 Year3 Years5 Years7 Years10 Years
MySuper Balanced7.5%3.8%8.9%8.4%8.5%5.4%
Cash1.0%1.9%2.5%3.1%3.4%0.0%
Enhanced cash1.3%2.0%2.6%3.4%4.3%4.5%
Conservative3.8%3.2%5.9%6.2%6.4%4.9%
Conservative balanced5.5%3.6%7.6%7.5%7.8%0.0%
Balanced index5.8%4.1%8.9%0.0%0.0%0.0%
Balanced7.5%3.6%8.8%8.4%8.4%5.3%
Growth9.2%3.3%9.5%9.0%9.2%4.9%
High growth10.6%2.6%10.0%9.4%9.8%4.9%
Australian shares10.5%6.6%9.6%8.4%9.6%5.1%
Overseas shares12.8%-2.4%10.0%10.2%10.3%4.1%
Balanced socially responsible5.8%0.0%7.8%6.7%7.9%3.8%

Pension Investment Performance

Current PerformanceHistorical performance to 30/06/2016
OptionFYTD as at 17/03/20171 Year3 Years5 Years7 Years10 Years
MySuper Balanced0.0%-----
Cash1.2%2.1%2.9%3.7%4.0%0.0%
Enhanced cash1.5%2.4%3.1%4.0%5.0%5.3%
Conservative4.4%3.6%6.6%6.9%7.1%5.7%
Conservative balanced6.2%3.9%8.3%8.3%8.6%0.0%
Balanced index6.5%4.1%9.4%0.0%0.0%0.0%
Balanced8.3%3.9%9.5%9.1%9.1%6.0%
Growth10.1%3.2%10.1%9.8%9.9%5.5%
High growth11.6%2.6%10.7%10.9%11.1%5.8%
Australian shares11.2%7.0%10.1%9.3%10.5%6.1%
Overseas shares14.7%-2.5%11.1%12.1%11.8%5.1%
Balanced socially responsible6.6%0.1%8.6%7.8%9.0%4.9%

Super Unit Price History

DateBuy PriceSell Price
17/03/20171.74201.7387
10/03/20171.73911.7358
03/03/20171.73261.7293
24/02/20171.72281.7163
17/02/20171.72511.7186
10/02/20171.70951.7030
03/02/20171.69451.6881
27/01/20171.70991.7034
20/01/20171.69831.6918
13/01/20171.70991.7034

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Pension Unit Price History

DateBuy PriceSell Price
17/03/20171.88721.8836
10/03/20171.88371.8801
03/03/20171.87581.8723
24/02/20171.86361.8565
17/02/20171.86641.8593
10/02/20171.85001.8430
03/02/20171.83171.8248
27/01/20171.85041.8434
20/01/20171.83631.8293
13/01/20171.85031.8433

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