Overseas shares

Aims:

  • To maximise long-term investment returns.
  • To outperform the return of the applicable composite overseas shares index, net of fees over rolling ten-year periods.

Risk profile:

100% invested in overseas 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 5 years in every 20 years.

Risk Level:

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% overseas shares. 

The level of hedging for this option will be the same as the current general level of hedging for the Fund.

Minimum suggested time frame for holding the investment is 10 years.

To view more information on the holdings for Overseas Shares click here.   

 

Super Investment Performance

Current PerformanceHistorical performance to 30/06/2017
OptionFYTD as at 10/11/20171 Year3 Years5 Years7 Years10 Years
MySuper Balanced4.5%10.9%8.2%10.8%8.8%5.0%
Cash0.5%1.6%2.0%2.6%3.1%0.0%
Enhanced cash0.6%2.0%2.1%3.0%3.5%4.1%
Conservative2.4%5.9%5.0%6.7%6.1%4.6%
Conservative balanced3.5%8.3%6.5%8.9%7.6%0.0%
Balanced index4.7%7.4%7.3%10.3%0.0%0.0%
Balanced4.5%11.0%8.1%10.8%8.8%4.9%
Growth5.4%13.1%8.9%12.1%9.5%4.6%
High growth6.1%14.8%9.5%13.3%10.2%4.4%
Australian shares6.3%13.9%8.5%12.9%9.7%4.0%
Overseas shares7.3%17.7%10.1%14.5%10.8%4.3%
Balanced socially responsible4.6%7.6%5.6%10.4%6.9%2.1%

Pension Investment Performance

Current PerformanceHistorical performance to 30/06/2017
OptionFYTD as at 10/11/20171 Year3 Years5 Years7 Years10 Years
MySuper Balanced0.0%-----
Cash0.6%1.9%2.3%3.1%3.6%0.0%
Enhanced cash0.7%2.4%2.5%3.5%4.1%4.9%
Conservative2.7%6.8%5.6%7.5%6.9%5.3%
Conservative balanced3.8%9.4%7.2%9.8%8.5%0.0%
Balanced index4.9%8.3%7.6%11.4%0.0%0.0%
Balanced4.9%12.3%8.8%11.7%9.6%5.5%
Growth5.7%14.6%9.7%13.1%10.5%5.0%
High growth6.7%16.7%10.3%14.5%11.7%5.3%
Australian shares7.1%14.8%9.0%13.7%10.5%4.8%
Overseas shares7.4%19.9%11.3%16.5%12.7%5.3%
Balanced socially responsible5.0%8.6%6.1%11.6%8.2%3.0%

Super Unit Price History

DateBuy PriceSell Price
10/11/20172.05242.0485
03/11/20172.05412.0502
27/10/20172.04032.0365
20/10/20172.01942.0156
13/10/20172.00502.0012
06/10/20172.00842.0046
29/09/20171.97921.9755
22/09/20171.95901.9553
15/09/20171.95121.9475
08/09/20171.92611.9224

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Pension Unit Price History

DateBuy PriceSell Price
10/11/20172.28762.2832
03/11/20172.28962.2853
27/10/20172.27322.2688
20/10/20172.24752.2432
13/10/20172.22962.2254
06/10/20172.23382.2296
29/09/20172.19812.1939
22/09/20172.17322.1691
15/09/20172.16352.1594
01/09/20172.14602.1419

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