Our investment options

Suitability and risk

Suits members who want to invest in a specific asset class and are comfortable with the value of their investments fluctuating.

7 years
Suggested minimum investment time frame
High
Summary risk level
Sector
Option type
$484.7 million

Option size1

As at 31 August 2020

Expected frequency of negative annual return
4 to less than 6 in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.48% | Pension: 0.40%

Objective and performance

This option invests in a diversified portfolio of securities (including but not limited to) Australian shares. From time to time this option may hold non-Australian exposures.

Objective

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

Performance against objective

2
% p.a. over 7 years
As at 30 Jun 2020
CPI + 4.5% Australian Shares performance Outperformance
6.0 8.4 2.4
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 30 Sep 2020
Timeframe Australian Shares performance SuperRatings median performance Outperformance
1 month -2.98 -3.02 0.04
3 months 1.06 0.53 0.53
Financial year to date 1.06 0.53 0.53
1 year -4.24 -8.33 4.09
3 years 8.24 4.73 3.51
5 years 8.75 7.28 1.47
7 years 7.12 6.06 1.06
10 years 7.78 6.85 0.93
Periods less than a year are not annualised.

Australian Shares option performance ($)

2
As at 21 Oct 2020

Objective

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

Performance against objective

2
% p.a. over 7 years
As at 30 Jun 2020
CPI + 4.5% Australian Shares performance Outperformance
6.0 9.8 3.8
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 30 Sep 2020
Timeframe Australian Shares performance SuperRatings median performance Outperformance
1 month -3.17 -3.29 0.12
3 months 1.31 0.52 0.79
Financial year to date 1.31 0.52 0.79
1 year -4.42 -8.68 4.26
3 years 9.66 5.35 4.31
5 years 10.24 8.21 2.03
7 years 8.33 6.84 1.49
10 years 8.90 7.75 1.15
Periods less than a year are not annualised.

Australian Shares option performance ($)

2
As at 21 Oct 2020

Allocations

Strategic asset allocation

3
As at 01 October 2020
Asset class Allocation
Australian Shares
 100.0%

Sector allocation

As at 31 August 2020
Sector Allocation
Materials
 23.7%
Financials
 22.2%
Industrials
 10.4%
Consumer Discretionary
 9.7%
Health Care
 7.3%
Consumer Staples
 6.0%
Information Technology
 5.0%
Energy
 4.9%
Real Estate
 4.5%
Other
 6.3%

Major holdings

4

By value (descending order) as at 31 Aug 2020

5
  • BHP Group Ltd
  • Commonwealth Bank of Australia
  • Macquarie Group Ltd
  • CSL Ltd
  • Rio Tinto Ltd
  • Wesfarmers Ltd
  • Transurban Group
  • ASX Ltd
  • Woolworths Group Ltd
  • National Australia Bank Ltd
  • Westpac Banking Corp
  • Telstra Corp Ltd
  • James Hardie Industries PLC
  • Aristocrat Leisure Ltd
  • Reece Ltd
  • Coles Group Ltd
  • Newcrest Mining Ltd
  • Woodside Petroleum Ltd
  • Fortescue Metals Group Ltd
  • Sydney Airport
  • APA Group

Things you need to know

  1. Size of both accumulation and pension assets.
  2. Past performance is not an indicator of future performance. Option returns are calculated net of investment expenses and taxes but are gross of account-based fees. Due to rounding, excess return 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.
  3. The strategic asset allocation may change and may be altered by the trustee 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. Value includes direct holdings only and does not include exposures from indirect holdings.
  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 here.

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