As the name suggests, Growth Plus is the most growth-oriented of our Diversified options - 48% invested in Australian equities, 47% in overseas equities and 5% in growth alternatives. You should learn all you can before investing in Growth Plus by looking at this option's performance history, information about its underlying asset classes, plus any other educational material and/or professional advice you can source outside of Equipsuper.
Investment objective*
Achieve a new return of at least 5% p.a. above inflation (measured by the Australian Consumer Price Index, CPI) over a rolling seven-year period. Within that timeframe you will usually experience some years that are better than others, and may even experience negative returns in some years.
Strategy
Invest solely in Australian and overseas equities and alternative growth assets. These are growth investments that we expect to earn higher returns over the long term.
Benchmark Allocations^
The asset allocation for each asset may vary from time to time within the permitted ranges in the table below:
| Asset class |
Benchmark allocation |
Permitted range |
| Australian equities |
48% |
40-60% |
| Overseas equities |
47% |
40-60% |
| Property |
- |
- |
| Growth alternatives |
5% |
0-10% |
| Defensive alternatives |
- |
- |
| Diversified Fixed Interest |
- |
- |
| Cash |
- |
- |
|
 |
10-Year Performance - Growth Plus
This is how the Growth Plus option performed against its objectives and other funds over the past ten years to 30 June 2011.
Compound average rate of net annual earnings for periods ending 30 June 2011.
| Net annual returns# |
Superannuation |
Pensions |
| 30 June 2011 |
11.3% |
12.3% |
| 30 June 2010 |
11.0% |
13.3% |
| 30 June 2009 |
-16.4% |
-18.8% |
| 30 June 2008 |
-14.2% |
-15.2% |
| 30 June 2007 |
17.9% |
23.1% |
| 30 June 2006 |
18.6% |
21.3% |
| 30 June 2005 |
15.8% |
15.3% |
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* The investment objectives are not forecast or predictions, they simply represent a benchmark against which the trustee monitors performance.
^ The benchmark allocations for this investment option changed from 2 October 2006.
# Note that past performance is no indication of future performance.
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