Australian Shares

This option is designed for members who are prepared to accept an aggressive asset allocation which has the potential of providing higher returns, but also increases the risk of a negative return. 

Key information

Investment objective

Outperform the S&P/ASX Accumulation 300 Index over rolling 5-year periods. 

Strategy

Invests in companies, usually listed or expected to list on the Australian Stock Exchange (ASX).  

Benchmark asset allocation

100% Australian equities. This option aims to remain fully invested in Australian equities.  However, due to timing differences and the need to generate cash flow requirements for member transactions, it may from time to time hold some cash and cash equivalents (up to 15%).

Minimum investment timeframe
The minimum suggested timeframe to invest in this product is 5 years. 

Standard risk measure

The risk level of this option is very high, with a likelihood of negative returns occurring 6.5 years in a 20-year period.