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 16/02/20181 Year3 Years5 Years7 Years10 Years
MySuper Balanced5.7%10.9%8.2%10.8%8.8%5.0%
Cash0.8%1.6%2.0%2.6%3.1%0.0%
Enhanced cash1.0%2.0%2.1%3.0%3.5%4.1%
Conservative3.1%5.9%5.0%6.7%6.1%4.6%
Conservative balanced4.4%8.3%6.5%8.9%7.6%0.0%
Balanced index4.2%7.4%7.3%10.3%0.0%0.0%
Balanced5.7%11.0%8.1%10.8%8.8%4.9%
Growth6.8%13.1%8.9%12.1%9.5%4.6%
High growth7.7%14.8%9.5%13.3%10.2%4.4%
Australian shares6.4%13.9%8.5%12.9%9.7%4.0%
Overseas shares10.8%17.7%10.1%14.5%10.8%4.3%
Balanced socially responsible5.0%7.6%5.6%10.4%6.9%2.1%

Pension Investment Performance

Current PerformanceHistorical performance to 30/06/2017
OptionFYTD as at 16/02/20181 Year3 Years5 Years7 Years10 Years
MySuper Balanced0.0%-----
Cash1.0%1.9%2.3%3.1%3.6%0.0%
Enhanced cash1.2%2.4%2.5%3.5%4.1%4.9%
Conservative3.5%6.8%5.6%7.5%6.9%5.3%
Conservative balanced4.8%9.4%7.2%9.8%8.5%0.0%
Balanced index4.6%8.3%7.6%11.4%0.0%0.0%
Balanced6.2%12.3%8.8%11.7%9.6%5.5%
Growth7.1%14.6%9.7%13.1%10.5%5.0%
High growth8.4%16.7%10.3%14.5%11.7%5.3%
Australian shares7.2%14.8%9.0%13.7%10.5%4.8%
Overseas shares11.2%19.9%11.3%16.5%12.7%5.3%
Balanced socially responsible5.4%8.6%6.1%11.6%8.2%3.0%

Super Unit Price History

DateBuy PriceSell Price
16/02/20182.11972.1157
09/02/20182.05762.0537
02/02/20182.14152.1374
26/01/20182.17162.1674
19/01/20182.15752.1534
12/01/20182.14632.1422
05/01/20182.13302.1290
29/12/20172.08982.0858
15/12/20172.08672.0828
08/12/20172.09412.0901

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Pension Unit Price History

DateBuy PriceSell Price
16/02/20182.36772.3632
09/02/20182.29312.2887
02/02/20182.39672.3922
26/01/20182.43412.4295
19/01/20182.41642.4119
12/01/20182.40232.3977
05/01/20182.38762.3831
29/12/20172.33362.3291
15/12/20172.32972.3253
08/12/20172.33872.3343

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