Australian shares

Aims:

  • To maximise long-term investment returns.
  • Super & TTR: To outperform the return of the S&P/ASX300 Accumulation index* over rolling 10-year periods.
  • Pension: To outperform the return of the S&P/ASX300 Accumulation index, net of fees, over rolling 10-year periods
    *
    net of tax, investment and administration fees

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 very large 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 30/06/2018
OptionFYTD as at 12/10/20181 Year3 Years5 Years7 Years10 Years
MySuper Balanced-0.1%9.4%8.0%9.4%8.9%6.6%
Cash0.4%1.6%1.7%2.2%2.7%3.2%
Enhanced cash0.4%1.9%2.0%2.3%3.0%3.9%
Conservative0.2%5.2%4.8%5.8%6.0%5.2%
Conservative balanced0.1%7.3%6.4%7.7%7.6%5.9%
Balanced index-0.7%9.4%7.0%8.7%--
Balanced0.0%9.5%8.0%9.4%8.9%6.5%
Growth-0.3%11.1%9.1%10.5%9.9%6.7%
High growth-0.7%12.4%9.8%11.4%10.6%6.9%
Australian shares-1.8%14.3%11.5%11.3%10.0%7.2%
Overseas shares-0.5%12.2%8.9%11.9%11.5%7.0%
Balanced socially responsible-0.3%9.0%5.5%8.0%7.2%4.7%

Pension Investment Performance

Current PerformanceHistorical performance to 30/06/2018
OptionFYTD as at 12/10/20181 Year3 Years5 Years7 Years10 Years
MySuper Balanced0.0%-----
Cash0.5%1.9%2.0%2.5%3.2%3.8%
Enhanced cash0.5%2.2%2.3%2.8%3.5%4.5%
Conservative0.3%5.9%5.4%6.5%6.8%5.9%
Conservative balanced0.0%8.2%7.1%8.5%8.5%6.6%
Balanced index-0.8%10.4%7.6%9.4%--
Balanced-0.1%10.3%8.8%10.2%9.7%7.2%
Growth-0.4%12.0%9.8%11.4%10.8%7.3%
High growth-0.6%13.7%10.8%12.5%12.1%7.9%
Australian shares-2.0%16.1%12.6%12.2%11.0%8.2%
Overseas shares-0.8%12.6%9.6%13.1%13.3%8.2%
Balanced socially responsible-0.4%9.9%6.1%8.9%8.2%5.7%

Super Unit Price History

DateBuy PriceSell Price
12/10/20181.87111.8674
05/10/20181.93731.9335
28/09/20181.94221.9383
21/09/20181.92911.9252
14/09/20181.93021.9263
07/09/20181.92691.9230
31/08/20181.96021.9563
24/08/20181.93931.9355
17/08/20181.93671.9328
10/08/20181.91931.9155

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Pension Unit Price History

DateBuy PriceSell Price
12/10/20181.98381.9798
05/10/20182.06422.0601
28/09/20182.07012.0659
21/09/20182.05532.0512
14/09/20182.05662.0525
07/09/20182.05262.0485
31/08/20182.08922.0851
24/08/20182.06402.0599
17/08/20182.06072.0566
10/08/20182.03962.0356

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