Overseas shares

Aims

• To maximise long-term investment returns.
• To outperform the return of the applicable composite overseas shares benchmark net of tax, investment and administration fees over rolling 10-year periods.

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

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.  

Performance