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
$6.2 billion

Option size1

As at 31 October 2021

Expected frequency of negative annual return
4 to less than 6 in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.59% | Pension: 0.52%

Objective and performance

The High Growth investment option invests in a diversified portfolio of higher risk assets such as Australian and international shares and private equity, and moderate risk assets such as property and infrastructure, with some lower risk assets such as fixed interest and cash.

Please refer to the PDS for the most up to date investment returns objective information.

Objective

To achieve returns that exceed the CPI cash rate by 4% over 7 years.2

Performance against objective

2
% p.a. over 7 years
As at 30 Sep 2021
CPI + 4% High Growth performance Outperformance
5.7 12.0 6.3
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 31 Oct 2021
Timeframe High Growth performance SuperRatings median performance Outperformance
1 month 1.08 0.91 0.17
3 months 2.16 1.46 0.70
Financial year to date 3.64 2.89 0.75
1 year 26.78 26.40 0.38
3 years 15.04 11.56 3.48
5 years 13.80 11.02 2.78
7 years 11.71 9.63 2.08
10 years 12.70 11.14 1.56
Periods less than a year are not annualised.

High Growth option performance ($)

2
As at 01 Dec 2021

Objective

To achieve returns that exceed the CPI cash rate by 4% over 7 years.2

Performance against objective

2
% p.a. over 7 years
As at 30 Sep 2021
CPI + 4% High Growth performance Outperformance
5.7 13.1 7.4
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 31 Oct 2021
Timeframe High Growth performance SuperRatings median performance Outperformance
1 month 1.07 0.90 0.17
3 months 2.31 1.63 0.68
Financial year to date 3.97 3.36 0.61
1 year 29.17 28.79 0.38
3 years 16.49 13.02 3.47
5 years 15.09 12.06 3.03
7 years 12.85 10.61 2.24
10 years 14.01 12.19 1.82
Periods less than a year are not annualised.

High Growth option performance ($)

2
As at 01 Dec 2021