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
$1.0 billion
Option size1
As at 30 April 2022
Expected frequency of negative annual return
4 to less than 6 in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.57% | Pension: 0.50%
Objective and performance
The International Shares investment option invests in a diversified portfolio of securities (including but not limited to) international shares.
Please refer to the PDS for the most up to date investment returns objective information.
Performance against peers
2Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 31 May 2022
Timeframe | International Shares performance | SuperRatings median performance | Outperformance |
---|---|---|---|
1 month | -1.24 | -0.68 | -0.56 |
3 months | -8.38 | -4.66 | -3.72 |
Financial year to date | -13.10 | -4.45 | -8.65 |
1 year | -9.98 | -1.99 | -7.99 |
3 years | 9.53 | 9.47 | 0.06 |
5 years | 8.78 | 8.38 | 0.40 |
7 years | 8.55 | 7.87 | 0.68 |
10 years | 12.51 | 11.68 | 0.83 |
Periods less than a year are not annualised.
International Shares option performance ($)
2As at 03 Jul 2022
Performance against peers
2Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 31 May 2022
Timeframe | International Shares performance | SuperRatings median performance | Outperformance |
---|---|---|---|
1 month | -1.34 | -0.69 | -0.65 |
3 months | -9.05 | -5.09 | -3.96 |
Financial year to date | -14.06 | -5.05 | -9.01 |
1 year | -10.94 | -2.10 | -8.84 |
3 years | 9.95 | 9.97 | -0.02 |
5 years | 9.31 | 9.05 | 0.26 |
7 years | 9.12 | 8.26 | 0.86 |
10 years | 13.72 | 12.84 | 0.88 |
Periods less than a year are not annualised.
International Shares option performance ($)
2As at 03 Jul 2022
Allocations
Strategic asset allocation
3As at 01 April 2022
Asset class | Allocation |
---|---|
International Shares
|
100.0% |
Regional allocation
As at 30 April 2022
Region | Allocation |
---|---|
USA
|
61.5% |
Asia ex Japan
|
14.9% |
Europe
|
13.5% |
Japan
|
7.6% |
Other Developed
|
1.3% |
Other Emerging
|
0.7% |
Australia
|
0.5% |
-
Countries exposure
- USA
- Other
- Japan
- China
- United Kingdom
- India
- Taiwan
- France
- Netherlands
- South Korea
As at 30 Apr 2022
Sector allocation
As at 30 April 2022
Sector | Allocation |
---|---|
Information Technology
|
25.5% |
Financials
|
19.3% |
Health Care
|
18.8% |
Consumer Discretionary
|
9.9% |
Industrials
|
8.0% |
Communication Services
|
6.2% |
Consumer Staples
|
4.4% |
Real Estate
|
2.5% |
Materials
|
2.3% |
- Apple Inc
- Microsoft Corporation
- JPMorgan Chase & Co
- Bank of America Corp
- Amazon.com Inc
- Alphabet Inc
- Taiwan Semiconductor Manufacturing
- Unitedhealth Group Inc
- Wells Fargo & Co
- Mastercard Inc
- Tencent Holdings Ltd
- Visa Inc
- Charles Schwab Corp/The
- ASML Holding NV
- Samsung Electronics Co Ltd
- Airbus SE
- Johnson & Johnson
- Servicenow Inc
- Citigroup Inc
- Atlassian Corp PLC
- London Stock Exchange Group PLC