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 11/08/20171 Year3 Years5 Years7 Years10 Years
MySuper Balanced0.0%10.9%8.2%10.8%8.8%5.0%
Cash0.1%1.6%2.0%2.6%3.1%0.0%
Enhanced cash0.2%2.0%2.1%3.0%3.5%4.1%
Conservative0.2%5.9%5.0%6.7%6.1%4.6%
Conservative balanced0.1%8.3%6.5%8.9%7.6%0.0%
Balanced index-0.1%7.4%7.3%10.3%0.0%0.0%
Balanced0.1%11.0%8.1%10.8%8.8%4.9%
Growth0.0%13.1%8.9%12.1%9.5%4.6%
High growth-0.1%14.8%9.5%13.3%10.2%4.4%
Australian shares-0.5%13.9%8.5%12.9%9.7%4.0%
Overseas shares0.1%17.7%10.1%14.5%10.8%4.3%
Balanced socially responsible0.1%7.6%5.6%10.4%6.9%2.1%

Pension Investment Performance

Current PerformanceHistorical performance to 30/06/2017
OptionFYTD as at 11/08/20171 Year3 Years5 Years7 Years10 Years
MySuper Balanced0.0%-----
Cash0.2%1.9%2.3%3.1%3.6%0.0%
Enhanced cash0.2%2.4%2.5%3.5%4.1%4.9%
Conservative0.1%6.8%5.6%7.5%6.9%5.3%
Conservative balanced0.1%9.4%7.2%9.8%8.5%0.0%
Balanced index-0.6%8.3%7.6%11.4%0.0%0.0%
Balanced-0.1%12.3%8.8%11.7%9.6%5.5%
Growth-0.3%14.6%9.7%13.1%10.5%5.0%
High growth-0.3%16.7%10.3%14.5%11.7%5.3%
Australian shares-0.5%14.8%9.0%13.7%10.5%4.8%
Overseas shares-0.5%19.9%11.3%16.5%12.7%5.3%
Balanced socially responsible-0.1%8.6%6.1%11.6%8.2%3.0%

Super Unit Price History

DateBuy PriceSell Price
11/08/20171.91451.9108
04/08/20171.93641.9327
28/07/20171.92021.9166
21/07/20171.93081.9271
14/07/20171.93451.9308
07/07/20171.91481.9111
30/06/20171.91621.9126
23/06/20171.93561.9320
16/06/20171.92331.9196
09/06/20171.93581.9321

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Pension Unit Price History

DateBuy PriceSell Price
11/08/20172.11832.1143
04/08/20172.14442.1404
28/07/20172.12492.1208
21/07/20172.13732.1333
14/07/20172.14192.1379
07/07/20172.11792.1139
30/06/20172.13272.1287
23/06/20172.15682.1527
16/06/20172.14142.1373
09/06/20172.16302.1589

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