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
$1.3 billion

Option size1

As at 30 November 2021

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.

Objective

To achieve returns that exceeds CPI by 4% over 7 years.2

Performance against objective

2
% p.a. over 7 years
As at 30 Sep 2021
CPI + 4% International Shares performance Outperformance
5.7 14.1 8.4
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 Dec 2021
Timeframe International Shares performance SuperRatings median performance Outperformance
1 month 0.24 1.57 -1.33
3 months 1.61 5.06 -3.45
Financial year to date 4.02 6.82 -2.80
1 year 17.57 21.62 -4.05
3 years 20.26 17.06 3.20
5 years 14.43 12.88 1.55
7 years 13.06 11.28 1.78
10 years 15.66 13.64 2.02
Periods less than a year are not annualised.

International Shares option performance ($)

2
As at 24 Jan 2022

Objective

To achieve returns that exceeds CPI by 4% over 7 years.2

Performance against objective

2
% p.a. over 7 years
As at 30 Sep 2021
CPI + 4% International Shares performance Outperformance
5.7 15.2 9.5
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 Dec 2021
Timeframe International Shares performance SuperRatings median performance Outperformance
1 month 0.27 1.75 -1.48
3 months 1.76 5.49 -3.73
Financial year to date 4.37 7.29 -2.92
1 year 18.90 23.86 -4.96
3 years 21.73 18.59 3.14
5 years 15.53 13.80 1.73
7 years 14.01 11.98 2.03
10 years 17.18 14.88 2.30
Periods less than a year are not annualised.

International Shares option performance ($)

2
As at 24 Jan 2022

Allocations

Strategic asset allocation

3
As at 01 November 2021
Asset class Allocation
International Shares
 100.0%

Regional allocation

As at 30 November 2021
Region Allocation
USA
 61.5%
Asia ex Japan
 16.1%
Europe
 12.6%
Japan
 7.9%
Other Developed
 1.5%
Australia
 0.3%
Other Emerging
 0.1%
  • Countries exposure
    • USA
    • Other
    • Japan
    • China
    • United Kingdom
    • India
    • Taiwan
    • Netherlands
    • South Korea
    • France
    As at 30 Nov 2021

Sector allocation

As at 30 November 2021
Sector Allocation
Consumer Staples
 3.5%
Real Estate
 2.1%
Materials
 1.5%
Information Technology
 27.3%
Financials
 17.8%
Health Care
 15.9%
Consumer Discretionary
 11.3%
Communication Services
 10.0%
Industrials
 8.7%

Major holdings

4

By value (descending order) as at 30 Nov 2021

5
  • Microsoft Corporation
  • JPMorgan Chase & Co
  • Apple Inc
  • Alphabet Inc
  • Amazon.com Inc
  • Taiwan Semiconductor Manufacturing
  • Bank of America Corp
  • Unitedhealth Group Inc
  • Tencent Holdings Ltd
  • Meta Platforms Inc
  • Wells Fargo & Co
  • Charles Schwab Corp/The
  • ASML Holding NV
  • Samsung Electronics Co Ltd
  • Shopify Inc
  • Sea Ltd
  • Airbus SE
  • Netflix Inc
  • Eli Lilly and Co
  • Citigroup Inc
  • London Stock Exchange Group PLC

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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