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 15/06/20181 Year3 Years5 Years7 Years10 Years
MySuper Balanced8.9%10.9%8.2%10.8%8.8%5.0%
Cash1.2%1.6%2.0%2.6%3.1%0.0%
Enhanced cash1.5%2.0%2.1%3.0%3.5%4.1%
Conservative4.8%5.9%5.0%6.7%6.1%4.6%
Conservative balanced6.8%8.3%6.5%8.9%7.6%0.0%
Balanced index8.5%7.4%7.3%10.3%0.0%0.0%
Balanced8.9%11.0%8.1%10.8%8.8%4.9%
Growth10.6%13.1%8.9%12.1%9.5%4.6%
High growth12.0%14.8%9.5%13.3%10.2%4.4%
Australian shares12.1%13.9%8.5%12.9%9.7%4.0%
Overseas shares13.9%17.7%10.1%14.5%10.8%4.3%
Balanced socially responsible8.8%7.6%5.6%10.4%6.9%2.1%

Pension Investment Performance

Current PerformanceHistorical performance to 30/06/2017
OptionFYTD as at 15/06/20181 Year3 Years5 Years7 Years10 Years
MySuper Balanced0.0%-----
Cash1.5%1.9%2.3%3.1%3.6%0.0%
Enhanced cash1.8%2.4%2.5%3.5%4.1%4.9%
Conservative5.4%6.8%5.6%7.5%6.9%5.3%
Conservative balanced7.7%9.4%7.2%9.8%8.5%0.0%
Balanced index9.4%8.3%7.6%11.4%0.0%0.0%
Balanced9.7%12.3%8.8%11.7%9.6%5.5%
Growth11.4%14.6%9.7%13.1%10.5%5.0%
High growth13.2%16.7%10.3%14.5%11.7%5.3%
Australian shares13.8%14.8%9.0%13.7%10.5%4.8%
Overseas shares14.4%19.9%11.3%16.5%12.7%5.3%
Balanced socially responsible9.7%8.6%6.1%11.6%8.2%3.0%

Super Unit Price History

DateBuy PriceSell Price
15/06/20181.87531.8716
08/06/20181.85601.8522
01/06/20181.84441.8407
25/05/20181.85551.8518
18/05/20181.87081.8671
11/05/20181.86651.8628
04/05/20181.85301.8493
27/04/20181.82981.8262
20/04/20181.80471.8011
13/04/20181.79131.7877

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Pension Unit Price History

DateBuy PriceSell Price
15/06/20181.98871.9847
08/06/20181.96551.9615
01/06/20181.95181.9480
25/05/20181.96491.9610
18/05/20181.98281.9788
11/05/20181.97761.9737
04/05/20181.96161.9576
27/04/20181.93401.9302
20/04/20181.90411.9003
13/04/20181.88821.8844

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