The Overseas shares option in detail - for super members
- To maximise long-term investment returns.
- To outperform the MSCI All Country World (ACWI) ex-Australia Index, 50% unhedged and 50% hedged into Australian dollars, net of fees, over rolling 10-year periods.
100% invested in overseas shares, and therefore carries a 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.
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.
Disclaimers & Assumptions
All investment performance and unit pricing is net of tax and fees, except the weekly $1.30 Administration fee. Returns have not been adjusted for the affect of any fee capping arrangement. Investment returns are not guaranteed, and past performance is not necessarily a guide to future performance.
This information on this website is general information and does not take into account your specific financial situation, objectives or needs. You should obtain and read the Product Disclosure Statement (PDS) relevant to your account type, found here.
You should also read the Target Market Determination. You should consider obtaining personal advice from a licensed financial adviser before making any decision based on matters included on this website.
Your personal return will differ from the above performance figures depending on your investment option(s), when you joined the fund, transactions, fees charged, and investment switches.
In the instance of a unit pricing error for exited members, compensation will be paid where the amount of compensation is $20 and above.
To view your own investment option, and your personal investment returns, log in to MemberAccess. For more information about unit pricing, and investment returns are applied to your account, refer to the relevant Product Disclosure Statement.
What we invest in
Portfolio Holdings Disclosures as at 30/06/2023