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
$763.7 million

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: 0.53%

Objective and performance

This option invests in a diversified portfolio of securities (including but not limited to) international shares. 

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% International Shares performance Outperformance
6.0 12.7 6.7
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 International Shares performance SuperRatings median performance Outperformance
1 month 0.09 -0.28 0.37
3 months 6.55 4.00 2.55
Financial year to date 6.55 4.00 2.55
1 year 13.11 3.72 9.39
3 years 11.09 8.16 2.93
5 years 11.33 8.75 2.58
7 years 12.76 10.27 2.49
10 years 11.98 10.53 1.45
Periods less than a year are not annualised.

International Shares 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% International Shares performance Outperformance
6.0 13.7 7.7
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 International Shares performance SuperRatings median performance Outperformance
1 month 0.10 -0.24 0.34
3 months 7.16 4.36 2.80
Financial year to date 7.16 4.36 2.80
1 year 13.49 4.17 9.32
3 years 11.80 8.77 3.03
5 years 12.14 9.28 2.86
7 years 13.81 10.85 2.96
10 years 13.12 11.25 1.87
Periods less than a year are not annualised.

International Shares option performance ($)

2
As at 21 Oct 2020

Allocations

Strategic asset allocation

3
As at 01 October 2020
Asset class Allocation
International Shares
 100.0%

Regional allocation

As at 31 August 2020
Region Allocation
USA
 62.5%
Asia ex Japan
 17.5%
Europe
 11.1%
Japan
 6.5%
Other Developed
 1.6%
Other Emerging
 0.5%
Australia
 0.4%
  • Countries exposure
    • USA
    • Other
    • China
    • Japan
    • Taiwan
    • United Kingdom
    • India
    • South Korea
    • Netherlands
    • Hong Kong
    As at 31 Aug 2020

Sector allocation

As at 31 August 2020
Sector Allocation
Health Care
 18.2%
Financials
 13.2%
Information Technology
 31.4%
Consumer Discretionary
 12.3%
Communication Services
 9.8%
Industrials
 5.7%
Consumer Staples
 4.2%
Materials
 1.5%
Utilities
 1.5%

Major holdings

4

By value (descending order) as at 31 Aug 2020

5
  • Apple Inc
  • Microsoft Corp
  • Alibaba Group Holding - ADR
  • JPMorgan Chase & Co
  • Facebook Inc
  • Tencent Holdings Ltd
  • Alphabet Inc
  • Amazon.com Inc
  • Taiwan Semiconductor Manufacturing
  • Bank of America Corp
  • Samsung Electronics Co Ltd
  • Mastercard Inc
  • Visa Inc
  • Johnson & Johnson
  • Salesforce.com Inc
  • Unitedhealth Group Inc
  • Morgan Stanley
  • Citigroup Inc
  • Servicenow Inc
  • Thermo Fisher Scientific Inc
  • ASML Holding NV

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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