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
$771.2 million
Option size1
As at 30 April 2022
Expected frequency of negative annual return
4 to less than 6 in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.45% | Pension: 0.38%
Objective and performance
The Global Companies in Asia investment option invests in a portfolio of securities (including but not limited to) international shares that seeks to take advantage of the expected growth in consumption of emerging Asian economies by investing in well-established global brands.
Please refer to the PDS for the most up to date investment returns objective information.
Performance against peers
2Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 31 Mar 2022
Timeframe | Global Companies in Asia performance | SuperRatings median performance | Outperformance |
---|---|---|---|
1 month | -0.79 | - | - |
3 months | -8.48 | - | - |
Financial year to date | -0.48 | - | - |
1 year | 7.81 | - | - |
3 years | 13.76 | - | - |
5 years | 14.10 | - | - |
7 years | 11.91 | - | - |
10 years | - | - | - |
Periods less than a year are not annualised. Some performance data are not yet available for this option.
Global Companies in Asia option performance ($)
2As at 19 May 2022
Global Companies in Asia option performance ($)
2As at 19 May 2022
Performance against peers
2Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 31 Mar 2022
Timeframe | Global Companies in Asia performance | SuperRatings median performance | Outperformance |
---|---|---|---|
1 month | -0.84 | - | - |
3 months | -9.04 | - | - |
Financial year to date | -0.48 | - | - |
1 year | 7.95 | - | - |
3 years | 14.76 | - | - |
5 years | 15.24 | - | - |
7 years | 12.81 | - | - |
10 years | - | - | - |
Periods less than a year are not annualised. Some performance data are not yet available for this option.
Allocations
Strategic asset allocation
3As at 01 April 2022
Asset class | Allocation |
---|---|
International Shares
|
100.0% |
Regional allocation
As at 30 April 2022
Region | Allocation |
---|---|
USA
|
72.2% |
Europe
|
18.3% |
Asia ex Japan
|
4.1% |
Japan
|
2.8% |
Australia
|
2.6% |
- Microsoft Corporation
- Apple Inc
- Alphabet Inc
- Johnson & Johnson
- Bank of America Corp
- Mastercard Inc
- Amazon.com Inc
- LVMH Moet Hennessy Louis Vuitton SE
- McDonald's Corp
- Visa Inc
- Thermo Fisher Scientific Inc
- ASML Holding NV
- JPMorgan Chase & Co
- Nike Inc
- Morgan Stanley
- Raytheon Technologies Corp
- Merck & Co Inc
- Abbott Laboratories
- Nestle SA
- Sony Group Corp
- Astrazeneca PLC