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 16/02/20181 Year3 Years5 Years7 Years10 Years
MySuper Balanced5.7%10.9%8.2%10.8%8.8%5.0%
Cash0.8%1.6%2.0%2.6%3.1%0.0%
Enhanced cash1.0%2.0%2.1%3.0%3.5%4.1%
Conservative3.1%5.9%5.0%6.7%6.1%4.6%
Conservative balanced4.4%8.3%6.5%8.9%7.6%0.0%
Balanced index4.2%7.4%7.3%10.3%0.0%0.0%
Balanced5.7%11.0%8.1%10.8%8.8%4.9%
Growth6.8%13.1%8.9%12.1%9.5%4.6%
High growth7.7%14.8%9.5%13.3%10.2%4.4%
Australian shares6.4%13.9%8.5%12.9%9.7%4.0%
Overseas shares10.8%17.7%10.1%14.5%10.8%4.3%
Balanced socially responsible5.0%7.6%5.6%10.4%6.9%2.1%

Pension Investment Performance

Current PerformanceHistorical performance to 30/06/2017
OptionFYTD as at 16/02/20181 Year3 Years5 Years7 Years10 Years
MySuper Balanced0.0%-----
Cash1.0%1.9%2.3%3.1%3.6%0.0%
Enhanced cash1.2%2.4%2.5%3.5%4.1%4.9%
Conservative3.5%6.8%5.6%7.5%6.9%5.3%
Conservative balanced4.8%9.4%7.2%9.8%8.5%0.0%
Balanced index4.6%8.3%7.6%11.4%0.0%0.0%
Balanced6.2%12.3%8.8%11.7%9.6%5.5%
Growth7.1%14.6%9.7%13.1%10.5%5.0%
High growth8.4%16.7%10.3%14.5%11.7%5.3%
Australian shares7.2%14.8%9.0%13.7%10.5%4.8%
Overseas shares11.2%19.9%11.3%16.5%12.7%5.3%
Balanced socially responsible5.4%8.6%6.1%11.6%8.2%3.0%

Super Unit Price History

DateBuy PriceSell Price
16/02/20181.77961.7761
09/02/20181.76331.7598
02/02/20181.83301.8293
26/01/20181.81611.8125
19/01/20181.80101.7974
12/01/20181.81571.8121
05/01/20181.82231.8187
29/12/20171.81871.8150
15/12/20171.79271.7891
08/12/20171.78981.7862

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Pension Unit Price History

DateBuy PriceSell Price
16/02/20181.87431.8706
09/02/20181.85521.8515
02/02/20181.93741.9336
26/01/20181.91761.9137
19/01/20181.89961.8958
12/01/20181.91731.9134
05/01/20181.92511.9212
29/12/20171.92071.9169
15/12/20171.88941.8856
08/12/20171.88621.8824

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