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|INVESTMENT OPTION TYPE
||Suits members who want exposure to a range of asset classes and are comfortable with the value of their investments fluctuating.
|To achieve returns (after Fund taxes and investment fees but before deducting account-based fees) that are at least 5.0% p.a. more than inflation (CPI) over the suggested investment time frame.
|To invest in a diversified portfolio, comprising mainly growth assets, such as Australian and international shares, property and infrastructure and private equity.
|Minimum suggested investment time frame
|Expected frequency of negative annual return
|Five in 20 years
|Summary risk level
|$2,648.80 million (as at 31 August 2016)#
* These are not promises or predictions of any particular rate of return.
# Size of both accumulation and pension assets.
Option Performance (%)1
As of 31 Aug 2016
||3 Years (p.a)
||5 Years (p.a)
||7 Years (p.a)
|High Growth Option
Option Performance ($)2
Strategic asset allocation (%)3
Last updated on 1 September 2014
By value (descending order) as at 31 August 20165
Commonwealth Bank of Australia
Westpac Banking Corp
BHP Billiton Ltd
National Australia Bank Ltd
Telstra Corp Ltd
Australia & New Zealand Banking Group
Macquarie Group Ltd
Rio Tinto Ltd
Suncorp Group Ltd
Woodside Petroleum Ltd
QBE Insurance Group Ltd
Aristocrat Leisure Ltd
JPMorgan Chase & Co
Johnson & Johnson
Wells Fargo & Co
Bank of America Corp
Henderson Group PLC
Microchip Technology Inc
Taiwan Semiconductor Manufacturing
Tencent Holdings Ltd
Trade Me Group Ltd
ASML Holding NV
Reckitt Benckiser Group PLC
Karrinyup Shop Centre WA
ISPT 50 Lonsdale St VIC
7 Macquarie St NSW
Malvern Central Shopping Centre VIC
Dapto Mall NSW
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.
5 Value includes direct holdings only and does not include exposures from indirect holdings.
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.