Suitability and risk

Suits members who want exposure to a range of asset classes and are comfortable with the value of their investments fluctuating.

7 years
Suggested minimum investment time frame
High
Summary risk level
Pre-Mixed
Option type
$4.4 billion

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: 0.62% | Pension: 0.54%

Objective and performance

This option invests in a diversified portfolio of growth assets such as Australian and international shares, property, and infrastructure and private equity with some fixed interest and cash investments.

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% High Growth performance Outperformance
6.0 10.4 4.4
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 High Growth performance SuperRatings median performance Outperformance
1 month -1.19 -1.36 0.17
3 months 4.00 2.28 1.72
Financial year to date 4.00 2.28 1.72
1 year 3.77 -2.14 5.91
3 years 9.07 5.97 3.10
5 years 10.19 7.68 2.51
7 years 9.95 7.95 2.00
10 years 9.96 8.39 1.57
Periods less than a year are not annualised.

High Growth 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% High Growth performance Outperformance
6.0 11.5 5.5
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 High Growth performance SuperRatings median performance Outperformance
1 month -1.26 -1.57 0.31
3 months 4.44 2.48 1.96
Financial year to date 4.44 2.48 1.96
1 year 3.87 -3.07 6.94
3 years 9.99 6.49 3.50
5 years 11.22 8.18 3.04
7 years 11.02 8.55 2.47
10 years 11.06 9.17 1.89
Periods less than a year are not annualised.

High Growth option performance ($)

2
As at 21 Oct 2020