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 against peers

2
Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 30 Apr 2024
Timeframe High Growth performance SuperRatings median performance Outperformance
1 month -2.23 -2.26 0.03
3 months 3.86 3.45 0.41
Financial year to date 9.92 10.48 -0.56
1 year 11.89 12.10 -0.21
3 years 6.13 6.52 -0.39
5 years 8.91 7.63 1.28
7 years 9.58 8.00 1.58
10 years 9.76 8.21 1.55
Periods less than a year are not annualised.

High Growth option performance ($)

2
As at 20 Jun 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 against peers

2
Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 30 Apr 2024
Timeframe High Growth performance SuperRatings median performance Outperformance
1 month -2.44 -2.62 0.18
3 months 4.25 3.68 0.57
Financial year to date 11.00 10.91 0.09
1 year 13.36 12.80 0.56
3 years 6.63 7.54 -0.91
5 years 9.69 9.08 0.61
7 years 10.44 9.17 1.27
10 years 10.74 9.25 1.49
Periods less than a year are not annualised.

High Growth option performance ($)

2
As at 20 Jun 2024