Australian Shares

This option is designed for members who are interested in exposure to Australian shares. However the potential for higher returns also increases the risk of a negative return.

Key information

Investment objective

This option aims to outperform its benchmark, the S&P/ASX Accumulation 300 Index, over a rolling 5 year period. The investment objectives are not forecasts or predictions. They simply represent a benchmark against which Equip monitors performance.

Strategy

Invest in Australian companies, usually listed 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.

Minimum investment timeframe
The minimum suggested timeframe to invest in this product is long term (7 to 14 years). Members should hold the investment for a minimum of 7 years.

Standard risk measure

The risk level of this option is very high, with a likelihood of negative returns occurring in 6.2 years in a 20 year period.