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 31 August 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

To achieve returns that exceeds CPI by 4.5% over 7 years.2

Performance against objective

2
% p.a. over 7 years
As at 30 Jun 2021
CPI + 4.5% International Shares performance Outperformance
6.2 14.3 8.1
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 Aug 2021
Timeframe International Shares performance SuperRatings median performance Outperformance
1 month 3.56 2.57 0.99
3 months 8.36 8.34 0.02
Financial year to date 4.60 4.74 -0.14
1 year 29.75 28.12 1.63
3 years 15.85 12.39 3.46
5 years 15.78 12.99 2.79
7 years 14.78 12.18 2.60
10 years 15.51 13.65 1.86
Periods less than a year are not annualised.

International Shares option performance ($)

2
As at 17 Oct 2021

Objective

To achieve returns that exceeds CPI by 4.5% over 7 years.2

Performance against objective

2
% p.a. over 7 years
As at 30 Jun 2021
CPI + 4.5% International Shares performance Outperformance
6.2 15.5 9.3
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 Aug 2021
Timeframe International Shares performance SuperRatings median performance Outperformance
1 month 3.84 2.79 1.05
3 months 8.79 8.83 -0.04
Financial year to date 4.98 5.04 -0.06
1 year 32.29 31.32 0.97
3 years 16.83 13.43 3.40
5 years 17.03 13.96 3.07
7 years 15.95 12.97 2.98
10 years 17.00 14.90 2.10
Periods less than a year are not annualised.

International Shares option performance ($)

2
As at 17 Oct 2021

Allocations

Strategic asset allocation

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

Regional allocation

As at 31 August 2021
Region Allocation
USA
 61.9%
Asia ex Japan
 15.4%
Europe
 12.4%
Japan
 8.3%
Other Developed
 1.2%
Other Emerging
 0.5%
Australia
 0.3%
  • Countries exposure
    • USA
    • Other
    • Japan
    • China
    • United Kingdom
    • India
    • Taiwan
    • South Korea
    • Netherlands
    • France
    As at 31 Aug 2021

Sector allocation

As at 31 August 2021
Sector Allocation
Information Technology
 26.3%
Financials
 17.8%
Health Care
 16.6%
Consumer Discretionary
 11.2%
Communication Services
 10.8%
Industrials
 8.6%
Consumer Staples
 3.4%
Real Estate
 2.1%
Materials
 1.6%

Major holdings

4

By value (descending order) as at 31 Aug 2021

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

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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