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
$1.4 billion

Option size1

As at 30 November 2023

Expected frequency of negative annual return
4 to less than 6 in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.59% | Pension: 0.52%

Objective and performance

The International Shares investment option invests in a diversified portfolio of global shares and securities, which may include up to 10% in Australian shares.

Please refer to the PDS for the most up to date investment returns objective information.

Objective

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

Performance against objective

2
% p.a. over 7 years
As at 31 Dec 2023
CPI + 4% International Shares performance Outperformance
7.1 9.6 2.5
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 2024
Timeframe International Shares performance SuperRatings median performance Outperformance
1 month 2.82 3.24 -0.42
3 months 10.35 10.01 0.34
Financial year to date 6.68 7.46 -0.78
1 year 15.65 17.72 -2.07
3 years 5.25 8.82 -3.57
5 years 10.31 10.27 0.04
7 years 10.17 9.83 0.34
10 years 10.63 9.61 1.02
Periods less than a year are not annualised.

International Shares option performance ($)

2
As at 22 Feb 2024

Objective

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

Performance against objective

2
% p.a. over 7 years
As at 31 Dec 2023
CPI + 4% International Shares performance Outperformance
7.1 10.4 3.3
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 Jan 2024
Timeframe International Shares performance SuperRatings median performance Outperformance
1 month 3.09 3.54 -0.45
3 months 11.42 11.06 0.36
Financial year to date 7.38 8.10 -0.72
1 year 17.58 19.46 -1.88
3 years 5.79 8.86 -3.07
5 years 11.08 11.10 -0.02
7 years 11.00 10.86 0.14
10 years 11.50 10.57 0.93
Periods less than a year are not annualised.

International Shares option performance ($)

2
As at 22 Feb 2024

Allocations

Strategic asset allocation

3
As at 28 September 2023
Asset class Allocation
International Shares
100.0%

Regional allocation

As at 30 November 2023
Region Allocation
USA
61.8%
Europe
16.5%
Asia ex Japan
11.6%
Japan
6.2%
Australia
1.9%
Other Developed
1.9%
Other
0.1%