Overseas shares
The Overseas shares option in detail - for pension members
Return objective
- To maximise long-term investment returns.
- To outperform the return of the applicable composite overseas shares index, net of 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.
Exposure includes 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
Asset allocation
| Asset mix | Benchmark % | Permitted range % |
| Overseas shares | 97 | 0 – 100 |
| Cash | 3 | 0 – 20 |
Performance
Historical returns chart
Download this interactive .XLS charting tool to see how an initial investment of $10,000 performed since 2014, depending on your legalsuper investment choice.
Download the MS Excel tool now
