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
$1.5 billion

Option size1

As at 31 December 2023

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 31 Mar 2024
CPI + 4% International Shares performance Outperformance
7.2 10.9 3.7
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 30 Apr 2024
Timeframe International Shares performance SuperRatings median performance Outperformance
1 month -2.96 -2.74 -0.22
3 months 5.48 5.10 0.38
Financial year to date 12.53 13.09 -0.56
1 year 17.14 17.30 -0.16
3 years 4.44 7.37 -2.93
5 years 9.33 9.44 -0.11
7 years 9.99 9.69 0.30
10 years 11.13 10.12 1.01
Periods less than a year are not annualised.

International Shares option performance ($)

2
As at 23 May 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 31 Mar 2024
CPI + 4% International Shares performance Outperformance
7.2 11.8 4.6
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 30 Apr 2024
Timeframe International Shares performance SuperRatings median performance Outperformance
1 month -3.22 -3.02 -0.20
3 months 6.00 5.58 0.42
Financial year to date 13.83 13.94 -0.11
1 year 19.19 19.10 0.09
3 years 4.93 7.99 -3.06
5 years 10.00 10.21 -0.21
7 years 10.79 10.60 0.19
10 years 12.09 11.10 0.99
Periods less than a year are not annualised.

International Shares option performance ($)

2
As at 23 May 2024