Overseas shares

Aims:

  • To maximise long-term investment returns.
  • Super & TTR: To outperform the return* of the applicable composite overseas shares index over rolling 10-year periods.
  • PensionTo outperform the return of the applicable composite overseas shares index, net of fees, over rolling 10-year periods.
    *net of tax, investment and administration fees

Risk profile:

100% invested in overseas shares, and therefore carries a very high 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. 

This option will have exposure to emerging market equities and currency hedging will be applied to part of the portfolio.

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 30/06/2018
OptionFYTD as at 07/12/20181 Year3 Years5 Years7 Years10 Years
MySuper Balanced-2.2%9.4%8.0%9.4%8.9%6.6%
Cash0.6%1.6%1.7%2.2%2.7%3.2%
Enhanced cash0.7%1.9%2.0%2.3%3.0%3.9%
Conservative-0.5%5.2%4.8%5.8%6.0%5.2%
Conservative balanced-1.2%7.3%6.4%7.7%7.6%5.9%
Balanced index-2.0%9.4%7.0%8.7%--
Balanced-2.1%9.5%8.0%9.4%8.9%6.5%
Growth-3.0%11.1%9.1%10.5%9.9%6.7%
High growth-4.1%12.4%9.8%11.4%10.6%6.9%
Australian shares-6.3%14.3%11.5%11.3%10.0%7.2%
Overseas shares-4.2%12.2%8.9%11.9%11.5%7.0%
Balanced socially responsible-2.5%9.0%5.5%8.0%7.2%4.7%

Pension Investment Performance

Current PerformanceHistorical performance to 30/06/2018
OptionFYTD as at 07/12/20181 Year3 Years5 Years7 Years10 Years
MySuper Balanced0.0%-----
Cash0.7%1.9%2.0%2.5%3.2%3.8%
Enhanced cash0.8%2.2%2.3%2.8%3.5%4.5%
Conservative-0.6%5.9%5.4%6.5%6.8%5.9%
Conservative balanced-1.5%8.2%7.1%8.5%8.5%6.6%
Balanced index-2.4%10.4%7.6%9.4%--
Balanced-2.5%10.3%8.8%10.2%9.7%7.2%
Growth-3.4%12.0%9.8%11.4%10.8%7.3%
High growth-4.5%13.7%10.8%12.5%12.1%7.9%
Australian shares-7.1%16.1%12.6%12.2%11.0%8.2%
Overseas shares-4.6%12.6%9.6%13.1%13.3%8.2%
Balanced socially responsible-2.9%9.9%6.1%8.9%8.2%5.7%

Super Unit Price History

DateBuy PriceSell Price
07/12/20182.05172.0478
30/11/20182.10122.0972
23/11/20182.04792.0440
16/11/20182.08442.0804
09/11/20182.12272.1186
02/11/20182.11262.1086
26/10/20182.07152.0675
19/10/20182.12622.1222
12/10/20182.13102.1270
05/10/20182.21062.2064

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Pension Unit Price History

DateBuy PriceSell Price
07/12/20182.28022.2759
30/11/20182.34082.3363
23/11/20182.27552.2712
16/11/20182.32042.3160
09/11/20182.36732.3629
02/11/20182.35522.3507
26/10/20182.29842.2940
19/10/20182.36552.3610
12/10/20182.37132.3668
05/10/20182.46822.4635

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