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
$4.3 billion

Option size1

As at 31 October 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 Sep 2020
CPI + 4.5% High Growth performance Outperformance
6.1 10.0 3.9
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 Oct 2020
Timeframe High Growth performance SuperRatings median performance Outperformance
1 month 0.58 0.67 -0.09
3 months 3.01 1.89 1.12
Financial year to date 4.59 3.00 1.59
1 year 3.60 -1.97 5.57
3 years 8.02 5.04 2.98
5 years 9.30 6.74 2.56
7 years 9.62 7.59 2.03
10 years 9.84 8.25 1.59
Periods less than a year are not annualised.

High Growth option performance ($)

2
As at 03 Dec 2020

Objective

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

Performance against objective

2
% p.a. over 7 years
As at 30 Sep 2020
CPI + 4.5% High Growth performance Outperformance
6.1 11.0 4.9
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 Oct 2020
Timeframe High Growth performance SuperRatings median performance Outperformance
1 month 0.65 0.63 0.02
3 months 3.36 1.85 1.51
Financial year to date 5.12 3.00 2.12
1 year 3.67 -2.96 6.63
3 years 8.84 5.48 3.36
5 years 10.23 7.02 3.21
7 years 10.64 8.01 2.63
10 years 10.93 8.92 2.01
Periods less than a year are not annualised.

High Growth option performance ($)

2
As at 03 Dec 2020