Overseas Shares

Investing in overseas share markets allows us to broadly diversify share holdings across companies, sectors and countries. However, the potential for higher returns also increases the risk of negative returns.

Key information

Investment objective

This option aims to outperform its benchmark, the MSCI World ex Australia Index (70% unhedged / 30% hedged), over a rolling 5 year period. The investment objectives are not forecasts or predictions. They simply represent a benchmark against which the Trustee monitors performance.

Strategy

Invest in overseas companies listed on one or more overseas stock exchanges.

Benchmark asset allocation

100% international equities. This option aims to remain fully invested in international 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 time frame to invest in this product is long term (7 to 14 years). Members should hold the investment for a minimum of 7 years.

Summary Risk Level

The risk level of this option is high, with a likelihood of negative returns occurring in 5.5 years in a 20 year period.

*Past performance is not an indication of future performance.