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 15/09/20171 Year3 Years5 Years7 Years10 Years
MySuper Balanced0.9%10.9%8.2%10.8%8.8%5.0%
Cash0.3%1.6%2.0%2.6%3.1%0.0%
Enhanced cash0.3%2.0%2.1%3.0%3.5%4.1%
Conservative0.6%5.9%5.0%6.7%6.1%4.6%
Conservative balanced0.8%8.3%6.5%8.9%7.6%0.0%
Balanced index0.6%7.4%7.3%10.3%0.0%0.0%
Balanced0.9%11.0%8.1%10.8%8.8%4.9%
Growth1.0%13.1%8.9%12.1%9.5%4.6%
High growth1.1%14.8%9.5%13.3%10.2%4.4%
Australian shares0.4%13.9%8.5%12.9%9.7%4.0%
Overseas shares2.0%17.7%10.1%14.5%10.8%4.3%
Balanced socially responsible0.9%7.6%5.6%10.4%6.9%2.1%

Pension Investment Performance

Current PerformanceHistorical performance to 30/06/2017
OptionFYTD as at 15/09/20171 Year3 Years5 Years7 Years10 Years
MySuper Balanced0.0%-----
Cash0.3%1.9%2.3%3.1%3.6%0.0%
Enhanced cash0.4%2.4%2.5%3.5%4.1%4.9%
Conservative0.6%6.8%5.6%7.5%6.9%5.3%
Conservative balanced0.8%9.4%7.2%9.8%8.5%0.0%
Balanced index0.3%8.3%7.6%11.4%0.0%0.0%
Balanced0.8%12.3%8.8%11.7%9.6%5.5%
Growth0.9%14.6%9.7%13.1%10.5%5.0%
High growth1.0%16.7%10.3%14.5%11.7%5.3%
Australian shares0.5%14.8%9.0%13.7%10.5%4.8%
Overseas shares1.6%19.9%11.3%16.5%12.7%5.3%
Balanced socially responsible0.8%8.6%6.1%11.6%8.2%3.0%

Super Unit Price History

DateBuy PriceSell Price
15/09/20171.95121.9475
08/09/20171.92611.9224
01/09/20171.93681.9332
25/08/20171.92091.9172
18/08/20171.91081.9071
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

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Pension Unit Price History

DateBuy PriceSell Price
15/09/20172.16352.1594
01/09/20172.14602.1419
25/08/20172.12632.1223
18/08/20172.11382.1098
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

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