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 20/04/20181 Year3 Years5 Years7 Years10 Years
MySuper Balanced6.6%10.9%8.2%10.8%8.8%5.0%
Cash1.0%1.6%2.0%2.6%3.1%0.0%
Enhanced cash1.2%2.0%2.1%3.0%3.5%4.1%
Conservative3.6%5.9%5.0%6.7%6.1%4.6%
Conservative balanced5.1%8.3%6.5%8.9%7.6%0.0%
Balanced index5.2%7.4%7.3%10.3%0.0%0.0%
Balanced6.6%11.0%8.1%10.8%8.8%4.9%
Growth7.8%13.1%8.9%12.1%9.5%4.6%
High growth8.7%14.8%9.5%13.3%10.2%4.4%
Australian shares7.9%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 responsible6.0%7.6%5.6%10.4%6.9%2.1%

Pension Investment Performance

Current PerformanceHistorical performance to 30/06/2017
OptionFYTD as at 20/04/20181 Year3 Years5 Years7 Years10 Years
MySuper Balanced0.0%-----
Cash1.2%1.9%2.3%3.1%3.6%0.0%
Enhanced cash1.5%2.4%2.5%3.5%4.1%4.9%
Conservative4.1%6.8%5.6%7.5%6.9%5.3%
Conservative balanced5.7%9.4%7.2%9.8%8.5%0.0%
Balanced index5.6%8.3%7.6%11.4%0.0%0.0%
Balanced7.1%12.3%8.8%11.7%9.6%5.5%
Growth8.3%14.6%9.7%13.1%10.5%5.0%
High growth9.5%16.7%10.3%14.5%11.7%5.3%
Australian shares8.9%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 responsible6.5%8.6%6.1%11.6%8.2%3.0%

Super Unit Price History

DateBuy PriceSell Price
20/04/20181.80471.8011
13/04/20181.79131.7877
06/04/20181.77041.7669
30/03/20181.77161.7680
23/03/20181.78741.7838
16/03/20181.80911.8055
09/03/20181.81241.8088
02/03/20181.79861.7950
23/02/20181.80471.8011
16/02/20181.77961.7761

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Pension Unit Price History

DateBuy PriceSell Price
20/04/20181.90411.9003
13/04/20181.88821.8844
06/04/20181.86351.8598
30/03/20181.86481.8611
23/03/20181.88361.8799
16/03/20181.90941.9056
09/03/20181.91331.9095
02/03/20181.89701.8933
23/02/20181.90411.9003
16/02/20181.87431.8706

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