Creating your portfolio

Setting up your own investment portfolio is simpler than you think. Find out more about UniSuper’s pre-mixed and self-select options here.

Pre-Mixed or Self-Select?

With UniSuper you can choose from investment mixes we’ve put together for you or take an active role in investing your super with our Self-Select options.

Please note: From 1 July 2008 a new Self-Select investment fee will apply if you create your own investment mix using the Self-Select menu.

Which would you prefer?

• Choose from our Pre-Mixed options
• Create your own Self-Select portfolio

Choose from our Pre-Mixed options

If you’re looking for a low-maintenance investment, choose a Pre-Mixed portfolio which we rebalance for you periodically. Just choose the option below that best suits your current financial circumstances, your risk profile and your superannuation goals.

Create your own Self-Select portfolio

If you'd prefer to manage your own investment and you're prepared to regularly monitor your own portfolio, you can take a 'Self-Select' approach and create your own investment mix.

Naturally, in both cases, your total allocation must equal 100%.

Important: if you create your own investment mix from the Self-Select menu, you are responsible for monitoring the asset allocation of the portfolio you create, and, if necessary, making the required adjustments to ensure that your portfolio is invested according to your needs. See our note on rebalancing.

To find out more about the Self-Select menu, read the fact sheet Introducing UniSuper's new investment choice range.

New Fee

A Self-Select investment fee will apply if you create your own investment mix using the Self-Select menu.

Please note: If you currently invest your account in more than one investment option you will incur the Self-Select investment fee from 1 July 2008.