Australian shares

Aims:

  • To maximise long-term investment returns.
  • To outperform the return of the S&P/ASX300 Accumulation index, net of fees and taxes 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. 

The probability of this option earning a negative annual return is approximately 6 in every 20 years or greater.

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 5 years. 
 
To view more information on the holdings for Australian Shares click here.
 

Super Investment Performance

Current PerformanceHistorical performance to 30/06/2016
OptionFYTD as at 12/05/20171 Year3 Years5 Years7 Years10 Years
MySuper Balanced10.6%3.8%8.9%8.4%8.5%5.4%
Cash1.2%1.9%2.5%3.1%3.4%0.0%
Enhanced cash1.5%2.0%2.6%3.4%4.3%4.5%
Conservative5.5%3.2%5.9%6.2%6.4%4.9%
Conservative balanced7.8%3.6%7.6%7.5%7.8%0.0%
Balanced index8.2%4.1%8.9%0.0%0.0%0.0%
Balanced10.6%3.6%8.8%8.4%8.4%5.3%
Growth12.8%3.3%9.5%9.0%9.2%4.9%
High growth14.7%2.6%10.0%9.4%9.8%4.9%
Australian shares14.2%6.6%9.6%8.4%9.6%5.1%
Overseas shares17.8%-2.4%10.0%10.2%10.3%4.1%
Balanced socially responsible8.1%0.0%7.8%6.7%7.9%3.8%

Pension Investment Performance

Current PerformanceHistorical performance to 30/06/2016
OptionFYTD as at 12/05/20171 Year3 Years5 Years7 Years10 Years
MySuper Balanced0.0%-----
Cash1.4%2.1%2.9%3.7%4.0%0.0%
Enhanced cash1.8%2.4%3.1%4.0%5.0%5.3%
Conservative6.2%3.6%6.6%6.9%7.1%5.7%
Conservative balanced8.9%3.9%8.3%8.3%8.6%0.0%
Balanced index9.2%4.1%9.4%0.0%0.0%0.0%
Balanced11.9%3.9%9.5%9.1%9.1%6.0%
Growth14.3%3.2%10.1%9.8%9.9%5.5%
High growth16.5%2.6%10.7%10.9%11.1%5.8%
Australian shares15.4%7.0%10.1%9.3%10.5%6.1%
Overseas shares20.2%-2.5%11.1%12.1%11.8%5.1%
Balanced socially responsible9.2%0.1%8.6%7.8%9.0%4.9%

Super Unit Price History

DateBuy PriceSell Price
12/05/20171.68291.6795
05/05/20171.67571.6724
28/04/20171.68191.6786
21/04/20171.66061.6573
14/04/20171.66841.6651
07/04/20171.65521.6519
31/03/20171.65321.6499
24/03/20171.62641.6231
17/03/20171.62881.6255
10/03/20171.62371.6204

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Pension Unit Price History

DateBuy PriceSell Price
12/05/20171.76181.7583
05/05/20171.75331.7498
28/04/20171.76051.7570
21/04/20171.73521.7318
14/04/20171.74451.7411
07/04/20171.72881.7254
31/03/20171.72641.7230
24/03/20171.69481.6914
17/03/20171.69761.6942
10/03/20171.69141.6880

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