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|INVESTMENT OPTION TYPE
||Suitable for members with a medium risk tolerance who are seeking a medium level of expected returns.
|To achieve returns (after Fund taxes and investment fees) that are at least 2.0% p.a. more than inflation (CPI) over the suggested investment time frame.
|To invest in a diversified portfolio, comprising largely defensive assets such as bonds and cash, and with some growth assets such as shares and property investments.
|Minimum suggested investment time frame
|Expected frequency of negative annual return
|Two in 20 years
|Summary risk level
|$789.90 million (as at 30 April 2013)
* These are not promises or predictions of any particular rate of return.
Option Performance (%)1
As of 31 Mar 2013
||3 Years (p.a)
||5 Years (p.a)
||7 Years (p.a)
|Capital Stable Option
Option Performance ($)2
Strategic asset allocation (%)3
Last updated on 30 June 2012
As of 30 April 2013
Westpac Banking Corp
Telstra Corp Ltd
Australia & New Zealand Banking
Commonwealth Bank of Australia
BHP Billiton Ltd
National Australia Bank Ltd
Westfield Retail Trust
CFS Retail Property Trust Group
Macquarie Group Ltd
Woodside Petroleum Ltd
Rio Tinto Ltd
Aurizon Holdings Ltd
Samsung Electronics Co Ltd
International Business Machines
Bayerische Motoren Werke AG
Taiwan Semiconductor Manufacturing
Cisco Systems Inc
General Electric Co
AIA Group Ltd
LVMH Moet Hennessy Louis Vuitton SA
Procter & Gamble Co/The
Karrinyup Shop Centre WA
ISPT 50 Lonsdale St VIC
7 Macquarie St NSW
Dapto Mall NSW
Malvern Central Shopping Centre VIC
1 Past performance is not an indicator of future performance. Option returns are calculated net of investment expenses and Fund taxes but are gross of account-based fees. Three, five, and seven-year returns are per annum. Due to rounding, excess return (measured to one-decimal place) may not equate to the difference between option return and median return. The SuperRatings data is based on the SuperRatings survey for the relevant period and does not take into account any subsequent revisions or corrections made by SuperRatings. At the time of preparation, UniSuper was not aware of any revisions or corrections which would be materially adverse to members.
2 Past performance is not an indicator of future performance. This graph shows the growth of $10,000 invested in this option over the period illustrated net of investment expenses and fund taxes but gross of account-based fees. No adjustments have been made to reflect the impact of inflation.
Note that the graph uses interim daily crediting rates and does not reflect the final crediting rates which are used to calculate option performance in the table above.
3 The strategic asset allocation may change throughout your UniSuper membership. In particular, the trustee may alter the strategic asset allocation from time to time to suit prevailing market circumstances. Actual allocation will deviate from their targets, but are monitored so they are kept within a range approved by the Trustee.
4 These holdings may change from time to time. The above holdings are the outcome of various strategies applied by UniSuper and by a range of investment managers taking into account a variety of considerations, many of which are specific to UniSuper and superannuation funds in general. The above lists are published for informational purposes only and are not a recommendation or endorsement of any of the companies listed, for inclusion in your personal portfolio. Before selecting companies to invest in personally, you should seek professional financial advice that takes into account your personal circumstances and investment objectives.
This information is of a general nature only and does not take into account your individual objectives, financial situation or needs. You should read the product disclosure statement and booklets relevant to your membership category, consider the appropriateness of the information having regard to your personal circumstances and consider consulting a licensed financial adviser before making an investment decision based on information contained in this document.