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Australian Shares

Overview

Australian Shares - This option is invested in 100% growth assets.

Investment objectives

  • To achieve returns after tax and fees that exceed increases in the inflation rate (as measured by the CPI) by at least 5% p.a. over rolling five-year periods
  • Over shorter periods, to outperform the return of the Australian share market (as measured by S&P/ASX 300 ex LPT's Accumulation Index)
  • To achieve positive returns after tax and fees in at least seven out of ten financial years

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Risk profile

  • High risk

Investment time horizon

  • Very long (7 - 10 years)