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
$1.9 billion
Option size1
As at 31 May 2024
Expected frequency of negative annual return
Four to less than six in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.59% | Pension: 0.52%
Objective and performance
To invest in a diversified portfolio of global shares and securities, which may include up to 10% in Australian shares.
Objective
To achieve returns (after taxes and investment expenses, before deducting account-based fees) that are at least 4% p.a. more than inflation (CPI) over the suggested time frame.2
Performance against objective
2% p.a. over 7 years
As at 30 Jun 2024
| CPI + 4% | International Shares performance | Outperformance |
|---|---|---|
| 7.3 | 10.3 | 3.0 |
Performance objectives are not promises or predictions of any particular rate of return.
Performance
2% p.a.
As at 31 Jul 2024
| Timeframe | International Shares return |
|---|---|
| 1 month | 2.02 |
| 3 months | 6.38 |
| Financial year to date | 2.02 |
| 1 year | 17.62 |
| 3 years | 4.76 |
| 5 years | 10.23 |
| 7 years | 10.78 |
| 10 years | 11.47 |
Periods less than a year are not annualised.
International Shares option performance ($)
2As at 17 Sep 2024
Objective
To achieve returns (after taxes and investment expenses, before deducting account-based fees) that are at least 4% p.a. more than inflation (CPI) over the suggested time frame.2
Performance against objective
2% p.a. over 7 years
As at 30 Jun 2024
| CPI + 4% | International Shares performance | Outperformance |
|---|---|---|
| 7.3 | 11.2 | 3.9 |
Performance objectives are not promises or predictions of any particular rate of return.
Performance
2% p.a.
As at 31 Jul 2024
| Timeframe | International Shares return |
|---|---|
| 1 month | 2.22 |
| 3 months | 6.85 |
| Financial year to date | 2.22 |
| 1 year | 19.30 |
| 3 years | 5.34 |
| 5 years | 11.03 |
| 7 years | 11.68 |
| 10 years | 12.44 |
Periods less than a year are not annualised.
International Shares option performance ($)
2As at 17 Sep 2024