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
$948.0 million

Option size1

As at 31 January 2021

Expected frequency of negative annual return
4 to less than 6 in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.62% | 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 31 Dec 2020
CPI + 4.5% International Shares performance Outperformance
6.1 12.7 6.6
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 Jan 2021
Timeframe International Shares performance SuperRatings median performance Outperformance
1 month 0.35 -0.02 0.37
3 months 9.68 8.06 1.62
Financial year to date 17.23 11.55 5.68
1 year 13.60 3.42 10.18
3 years 11.54 7.96 3.58
5 years 13.55 10.66 2.89
7 years 13.02 10.08 2.94
10 years 12.52 10.55 1.97
Periods less than a year are not annualised.

International Shares option performance ($)

2
As at 25 Feb 2021

Objective

Outperform: CPI by 4.5% p.a. over 7 years2

Performance against objective

2
% p.a. over 7 years
As at 31 Dec 2020
CPI + 4.5% International Shares performance Outperformance
6.1 13.6 7.5
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 Jan 2021
Timeframe International Shares performance SuperRatings median performance Outperformance
1 month 0.38 -0.03 0.41
3 months 10.54 9.13 1.41
Financial year to date 18.86 13.49 5.37
1 year 14.01 3.76 10.25
3 years 12.20 8.44 3.76
5 years 14.57 11.52 3.05
7 years 14.04 10.75 3.29
10 years 13.69 11.35 2.34
Periods less than a year are not annualised.

International Shares option performance ($)

2
As at 25 Feb 2021

Allocations

Strategic asset allocation

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

Regional allocation

As at 31 January 2021
Region Allocation
Europe
 12.7%
Japan
 9.4%
Other Developed
 1.5%
Other Emerging
 0.8%
Australia
 0.3%
USA
 58.4%
Asia ex Japan
 16.9%
  • Countries exposure
    • USA
    • Other
    • Japan
    • China
    • United Kingdom
    • Taiwan
    • India
    • South Korea
    • France
    • Germany
    As at 31 Jan 2021

Sector allocation

As at 31 January 2021
Sector Allocation
Communication Services
 10.1%
Real Estate
 1.1%
Industrials
 8.8%
Consumer Staples
 4.0%
Materials
 1.5%
Information Technology
 29.4%
Health Care
 16.6%
Financials
 14.9%
Consumer Discretionary
 11.8%

Major holdings

4

By value (descending order) as at 31 Jan 2021

5
  • JPMorgan Chase & Co
  • Apple Inc
  • Microsoft Corporation
  • Alphabet Inc
  • Taiwan Semiconductor Manufacturing
  • Facebook Inc
  • Tencent Holdings Ltd
  • Mastercard Inc
  • Samsung Electronics Co Ltd
  • Alibaba Group Holding Ltd
  • Bank of America Corp
  • Unitedhealth Group Inc
  • Amazon.com Inc
  • Charles Schwab Corp/The
  • Visa Inc
  • London Stock Exchange Group PLC
  • ASML Holding NV
  • Johnson & Johnson
  • Sea Ltd
  • HDFC Bank Ltd
  • Sony Corp

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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