International Shares

An asset class option that allows you to invest in a single asset. You can select one or a combination of assets.

What is it?

An asset class option that allows you to invest in a single asset. You can select one or a combination of several others. We have five asset class options.

Investment objective

To achieve a return that exceeds the change in the MSCI World ex-Australia Total Return Index (net dividends reinvested), 70% unhedged and 30% hedged into Australian dollars, over rolling 5-years periods, gross of tax and investment fees.

Investment strategy

We invest totally in international shares on an actively managed basis.

Investment returns

Super is a long-term investment so it's important to consider returns over the long term as performance may fluctuate over the short term.

5 Year Average % p.a. as of 30/06/2020

Super 7.79%
TTR 7.93%
Pension 8.38%

Investment performance

Showing
As of 17/09/2020 Average % p.a. as of 30/06/2020
Unit price FYTD % Since Inception 10 year 5 year 3 year 1 year
2.69722 4.87 6.37 11.17 7.79 10.10 7.64
As of 17/09/2020 Average % p.a. as of 30/06/2020
Unit price FYTD % Since Inception 10 year 5 year 3 year 1 year
2.69722 4.87 6.33 12.09 7.93 10.10 7.64
As of 17/09/2020 Average % p.a. as of 30/06/2020
Unit price FYTD % Since Inception 10 year 5 year 3 year 1 year
3.00804 5.40 6.50 12.33 8.38 10.87 8.17

Strategic asset allocation as of 1 October 2019

Asset Class Asset Allocation Range
Active International shares 100% N/A

Investment fees and costs

The estimated investment fees are based on the fees and costs for the previous 12 months to 30 June each financial year. These do not include administration fees.

Investment fee

0.36% p.a. (net of tax)

Indirect cost ratio

0.03% p.a.

Risk profile

We use an industry standard risk measurement to help you understand an investment option’s risk profile, where band 1 is very low risk and band 7 is very high risk.

Risk band 6
Risk label High
Suggested minimum investment time frame 7 years
Expected frequency of negative annual returns in any 20-year period Below 6

Disclaimer

From time to time the investment managers may hold cash.
Changes to investment options.

We may alter, add, remove or close investment options from time to time without prior notice.

Changes to asset allocations.

We constantly monitor and assess the asset allocation for each investment option and make changes where appropriate without prior notice.

Investment fees

These fees cover investment management, asset custody, and other related costs and are deducted from investments before returns are applied to your account. Investment fees are regularly reviewed and may change from time to time.

Indirect cost ratio (ICR)

This ratio represents estimated costs incurred by the Fund’s investment managers and deducted before investment earnings of each option are received. They take into account the Fund’s experience in the last financial year. They are not deducted from your account or from the Fund’s assets.

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