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 15/06/20181 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
15/06/20182.17882.1747
08/06/20182.16542.1613
01/06/20182.16022.1561
25/05/20182.15752.1534
18/05/20182.16442.1603
11/05/20182.17262.1685
04/05/20182.13462.1305
27/04/20182.13022.1262
20/04/20182.12012.1161
13/04/20182.09692.0929

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Pension Unit Price History

DateBuy PriceSell Price
15/06/20182.43492.4303
08/06/20182.41872.4141
01/06/20182.41282.4082
25/05/20182.40942.4048
18/05/20182.41792.4133
11/05/20182.43002.4254
04/05/20182.38532.3808
27/04/20182.37992.3754
20/04/20182.36752.3630
13/04/20182.33902.3345

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