Suitability and risk

Suits members who want exposure to a range of asset classes and are comfortable with the value of their investments fluctuating.

7 years
Suggested minimum investment time frame
High
Summary risk level
Pre-Mixed
Option type
$5.1 billion

Option size1

As at 28 February 2021

Expected frequency of negative annual return
4 to less than 6 in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.62% | Pension: 0.54%

Objective and performance

This option invests in a diversified portfolio of growth assets such as Australian and international shares, property, and infrastructure and private equity with some fixed interest and cash investments.

Objective

Outperform: CPI by 4.5% p.a. over 7 years2

Performance against objective

2
% p.a. over 7 years
As at 31 Dec 2020
CPI + 4.5% High Growth performance Outperformance
6.1 10.5 4.4
Performance objectives are not promises or predictions of any particular rate of return.

Performance against peers

2
Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 28 Feb 2021
Timeframe High Growth performance SuperRatings median performance Outperformance
1 month 2.15 1.57 0.58
3 months 4.82 3.24 1.58
Financial year to date 17.42 14.15 3.27
1 year 15.90 8.71 7.19
3 years 10.80 7.47 3.33
5 years 13.00 9.91 3.09
7 years 10.72 8.35 2.37
10 years 10.69 8.85 1.84
Periods less than a year are not annualised.

High Growth option performance ($)

2
As at 15 Apr 2021

Objective

Outperform: CPI by 4.5% p.a. over 7 years2

Performance against objective

2
% p.a. over 7 years
As at 31 Dec 2020
CPI + 4.5% High Growth performance Outperformance
6.1 11.6 5.5
Performance objectives are not promises or predictions of any particular rate of return.

Performance against peers

2
Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 28 Feb 2021
Timeframe High Growth performance SuperRatings median performance Outperformance
1 month 2.33 1.72 0.61
3 months 5.28 3.45 1.83
Financial year to date 19.22 15.62 3.60
1 year 16.93 9.74 7.19
3 years 11.83 8.15 3.68
5 years 14.26 10.78 3.48
7 years 11.81 9.00 2.81
10 years 11.84 9.62 2.22
Periods less than a year are not annualised.

High Growth option performance ($)

2
As at 15 Apr 2021