Suitability and risk
Suits members who want exposure to a range of higher risk 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
$8.9 billion
Option size1
As at 29 February 2024
Expected frequency of negative annual return
Four to less than six in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.63% | Pension: 0.56%
Objective and performance
To invest in a diversified portfolio of mainly higher risk assets such as Australian and international shares, property, infrastructure and private equity, with some fixed interest and cash investments.
Objective
To achieve returns (after taxes and investment expenses, before deducting account-based fees) that are at least 4% p.a. more than inflation (CPI) over the suggested time frame.2
Performance against objective
2% p.a. over 7 years
As at 31 Mar 2024
CPI + 4% | High Growth performance | Outperformance |
---|---|---|
7.2 | 10.2 | 3.0 |
Performance objectives are not promises or predictions of any particular rate of return.
Performance
2% p.a.
As at 30 Jun 2024
Timeframe | High Growth return |
---|---|
1 month | 1.43 |
3 months | 0.48 |
Financial year to date | 12.97 |
1 year | 12.97 |
3 years | 5.66 |
5 years | 8.95 |
7 years | 9.80 |
10 years | 9.92 |
Periods less than a year are not annualised.
High Growth option performance ($)
2As at 25 Jul 2024
Objective
To achieve returns (after taxes and investment expenses, before deducting account-based fees) that are at least 4% p.a. more than inflation (CPI) over the suggested time frame.2
Performance against objective
2% p.a. over 7 years
As at 31 Mar 2024
CPI + 4% | High Growth performance | Outperformance |
---|---|---|
7.2 | 11.1 | 3.9 |
Performance objectives are not promises or predictions of any particular rate of return.
Performance
2% p.a.
As at 30 Jun 2024
Timeframe | High Growth return |
---|---|
1 month | 1.56 |
3 months | 0.52 |
Financial year to date | 14.37 |
1 year | 14.37 |
3 years | 6.21 |
5 years | 9.74 |
7 years | 10.75 |
10 years | 10.90 |
Periods less than a year are not annualised.
High Growth option performance ($)
2As at 25 Jul 2024
Allocations
Strategic asset allocation
3As at 01 June 2024
Asset class | Allocation |
---|---|
International Shares
|
49.0% |
Australian Shares
|
43.0% |
Infrastructure & Private Equity
|
5.0% |
Property
|
3.0% |
Cash & Fixed Interest
|
0.0% |
Australian Shares
- Tribeca Alpha Plus Fund
- BHP Group Ltd
- Commonwealth Bank of Australia
- CSL Ltd
- National Australia Bank Ltd
- Rio Tinto Ltd
- Macquarie Group Ltd
- Regal Australian Long/Short Fund
- Wesfarmers Ltd
- Aristocrat Leisure Ltd
International Shares
- Microsoft Corporation
- Apple Inc
- NVIDIA Corp
- Amazon.com Inc
- Alphabet Inc
- Taiwan Semiconductor Manufacturing Co Ltd
- Visa Inc
- ASML Holding NV
- Broadcom Inc
- Meta Platforms Inc
Property
- Quarry Estate Trust
- Truganina Estate Trust
- Karrinyup Shopping Centre WA
- Cawley Road Industrial Trust
- ISPT Core Property Fund