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
$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.

Objective

To achieve returns that exceeds CPI by 4% over 7 years.2

Performance against objective

2
% p.a. over 7 years
As at 31 Mar 2022
CPI + 4% Global Companies in Asia performance Outperformance
6.1 11.9 5.8
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 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 ($)

2
As at 19 May 2022

Objective

To achieve returns that exceeds CPI by 4% over 7 years.2

Performance against objective

2
% p.a. over 7 years
As at 31 Mar 2022
CPI + 4% Global Companies in Asia performance Outperformance
6.1 12.8 6.7
Performance objectives are not promises or predictions of any particular rate of return.

Global Companies in Asia option performance ($)

2
As at 19 May 2022

Performance against peers

2
Compare 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

3
As 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%

Major holdings

4

By value (descending order) as at 30 Apr 2022

5
  • 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
View all holdings

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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