Overseas shares

Aims:

  • To maximise long-term investment returns.
  • To outperform the return of the applicable composite overseas shares index, net of fees and taxes 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. The probability of this option earning a negative return is approximately 4 to less than 6 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 5 years.

To view more information on the holdings for Overseas Shares click here.   

 

Super Investment Performance

Current PerformanceHistorical performance to 30/06/2016
OptionFYTD as at 23/06/20171 Year3 Years5 Years7 Years10 Years
MySuper Balanced11.0%3.8%8.9%8.4%8.5%5.4%
Cash1.3%1.9%2.5%3.1%3.4%0.0%
Enhanced cash1.7%2.0%2.6%3.4%4.3%4.5%
Conservative5.8%3.2%5.9%6.2%6.4%4.9%
Conservative balanced8.2%3.6%7.6%7.5%7.8%0.0%
Balanced index7.8%4.1%8.9%0.0%0.0%0.0%
Balanced11.0%3.6%8.8%8.4%8.4%5.3%
Growth13.1%3.3%9.5%9.0%9.2%4.9%
High growth14.9%2.6%10.0%9.4%9.8%4.9%
Australian shares13.3%6.6%9.6%8.4%9.6%5.1%
Overseas shares18.7%-2.4%10.0%10.2%10.3%4.1%
Balanced socially responsible7.8%0.0%7.8%6.7%7.9%3.8%

Pension Investment Performance

Current PerformanceHistorical performance to 30/06/2016
OptionFYTD as at 23/06/20171 Year3 Years5 Years7 Years10 Years
MySuper Balanced0.0%-----
Cash1.6%2.1%2.9%3.7%4.0%0.0%
Enhanced cash2.0%2.4%3.1%4.0%5.0%5.3%
Conservative6.6%3.6%6.6%6.9%7.1%5.7%
Conservative balanced9.3%3.9%8.3%8.3%8.6%0.0%
Balanced index8.9%4.1%9.4%0.0%0.0%0.0%
Balanced12.3%3.9%9.5%9.1%9.1%6.0%
Growth14.6%3.2%10.1%9.8%9.9%5.5%
High growth16.9%2.6%10.7%10.9%11.1%5.8%
Australian shares14.2%7.0%10.1%9.3%10.5%6.1%
Overseas shares21.1%-2.5%11.1%12.1%11.8%5.1%
Balanced socially responsible8.9%0.1%8.6%7.8%9.0%4.9%

Super Unit Price History

DateBuy PriceSell Price
23/06/20171.93561.9320
16/06/20171.92331.9196
09/06/20171.93581.9321
02/06/20171.94561.9419
26/05/20171.93231.9287
19/05/20171.91321.9096
12/05/20171.92101.9173
05/05/20171.91461.9110
28/04/20171.88411.8805
21/04/20171.84421.8407

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Pension Unit Price History

DateBuy PriceSell Price
23/06/20172.15682.1527
16/06/20172.14142.1373
09/06/20172.16302.1589
02/06/20172.17512.1710
26/05/20172.15882.1547
19/05/20172.13482.1307
12/05/20172.14022.1361
05/05/20172.15572.1516
28/04/20172.09812.0941
21/04/20172.04752.0436

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