Australian shares

Aims:

  • To maximise long-term investment returns.
  • To outperform the return of the S&P/ASX300 Accumulation index, net of fees over rolling 10-year periods.

Risk profile:

100% invested in Australian shares, and therefore carries the highest level of investment risk. Short-term fluctuations will occur, but the highest investment returns are expected over longer periods. This option is likely to produce a negative return approximately 6 years in every 20 years.

Risk Level:

Very 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% in Australian shares.

Minimum suggested time frame for holding the investment is 10 years. 
 
To view more information on the holdings for Australian Shares click here.
 

Super Investment Performance

Current PerformanceHistorical performance to 30/06/2017
OptionFYTD as at 17/11/20171 Year3 Years5 Years7 Years10 Years
MySuper Balanced4.7%10.9%8.2%10.8%8.8%5.0%
Cash0.5%1.6%2.0%2.6%3.1%0.0%
Enhanced cash0.6%2.0%2.1%3.0%3.5%4.1%
Conservative2.5%5.9%5.0%6.7%6.1%4.6%
Conservative balanced3.6%8.3%6.5%8.9%7.6%0.0%
Balanced index4.9%7.4%7.3%10.3%0.0%0.0%
Balanced4.7%11.0%8.1%10.8%8.8%4.9%
Growth5.5%13.1%8.9%12.1%9.5%4.6%
High growth6.3%14.8%9.5%13.3%10.2%4.4%
Australian shares6.0%13.9%8.5%12.9%9.7%4.0%
Overseas shares7.9%17.7%10.1%14.5%10.8%4.3%
Balanced socially responsible4.9%7.6%5.6%10.4%6.9%2.1%

Pension Investment Performance

Current PerformanceHistorical performance to 30/06/2017
OptionFYTD as at 17/11/20171 Year3 Years5 Years7 Years10 Years
MySuper Balanced0.0%-----
Cash0.6%1.9%2.3%3.1%3.6%0.0%
Enhanced cash0.8%2.4%2.5%3.5%4.1%4.9%
Conservative2.8%6.8%5.6%7.5%6.9%5.3%
Conservative balanced3.9%9.4%7.2%9.8%8.5%0.0%
Balanced index5.0%8.3%7.6%11.4%0.0%0.0%
Balanced5.0%12.3%8.8%11.7%9.6%5.5%
Growth5.9%14.6%9.7%13.1%10.5%5.0%
High growth6.9%16.7%10.3%14.5%11.7%5.3%
Australian shares6.8%14.8%9.0%13.7%10.5%4.8%
Overseas shares8.1%19.9%11.3%16.5%12.7%5.3%
Balanced socially responsible5.3%8.6%6.1%11.6%8.2%3.0%

Super Unit Price History

DateBuy PriceSell Price
17/11/20171.77441.7708
10/11/20171.77791.7743
03/11/20171.75591.7524
27/10/20171.74161.7381
20/10/20171.73591.7325
13/10/20171.70901.7056
06/10/20171.68401.6806
29/09/20171.67741.6741
22/09/20171.67841.6750
15/09/20171.67981.6764

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Pension Unit Price History

DateBuy PriceSell Price
17/11/20171.86791.8641
10/11/20171.87191.8681
03/11/20171.84621.8425
27/10/20171.82931.8256
20/10/20171.82251.8189
13/10/20171.79091.7873
06/10/20171.76141.7578
29/09/20171.75361.7501
22/09/20171.75471.7512
15/09/20171.75631.7528

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