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
$587.9 million

Option size1

As at 31 January 2021

Expected frequency of negative annual return
4 to less than 6 in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.48% | 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 31 Dec 2020
CPI + 4.5% Australian Shares performance Outperformance
6.1 8.4 2.3
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 Jan 2021
Timeframe Australian Shares performance SuperRatings median performance Outperformance
1 month 0.31 0.22 0.09
3 months 11.83 11.02 0.81
Financial year to date 14.24 13.42 0.82
1 year 2.46 -1.79 4.25
3 years 9.60 6.56 3.04
5 years 11.22 9.63 1.59
7 years 8.85 7.84 1.01
10 years 8.61 7.71 0.90
Periods less than a year are not annualised.

Australian Shares option performance ($)

2
As at 08 Mar 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% Australian Shares performance Outperformance
6.1 9.7 3.6
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 Jan 2021
Timeframe Australian Shares performance SuperRatings median performance Outperformance
1 month 0.39 0.30 0.09
3 months 12.97 11.97 1.00
Financial year to date 15.84 14.73 1.11
1 year 2.50 -1.35 3.85
3 years 11.05 7.36 3.69
5 years 12.90 10.79 2.11
7 years 10.19 8.85 1.34
10 years 9.79 8.77 1.02
Periods less than a year are not annualised.

Australian Shares option performance ($)

2
As at 08 Mar 2021

Allocations

Strategic asset allocation

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

Sector allocation

As at 31 January 2021
Sector Allocation
Industrials
 8.3%
Energy
 4.8%
Other
 4.5%
Real Estate
 4.7%
Communication Services
 2.9%
Health Care
 6.2%
Consumer Staples
 4.9%
Financials
 30.9%
Materials
 24.1%
Consumer Discretionary
 8.7%

Major holdings

4

By value (descending order) as at 31 Jan 2021

5
  • BHP Group Ltd
  • Commonwealth Bank of Australia
  • National Australia Bank Ltd
  • Westpac Banking Corp
  • Macquarie Group Ltd
  • Rio Tinto Ltd
  • CSL Ltd
  • Wesfarmers Ltd
  • ANZ Banking Group
  • Woolworths Group Ltd
  • Transurban Group
  • ASX Ltd
  • Telstra Corp Ltd
  • James Hardie Industries PLC
  • Aristocrat Leisure Ltd
  • Coles Group Ltd
  • Woodside Petroleum Ltd
  • Fortescue Metals Group Ltd
  • Sydney Airport
  • South32 Ltd
  • Insurance Australia Group Ltd

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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