At a glance
Very long term 7-10 years
Total estimated Indirect Cost Ratio 2014/15: 0.52%
Buy spread: 0.06%
Sell spread: 0.06%
Inflation + 4% per year^
Likelihood of negative return
6.1 in every 20 years
Risk levelRisk label
3Low to medium
5Medium to high
- Annual % returns
- See how your money would have grown
See how your money would have grown if invested in this option:
Amount: Invested for:
Annual returns [PDF]
About the option
Invests mainly in the shares of Australian companies listed on the stock exchange and is therefore a more concentrated portfolio than the Overseas Shares option. A number of investment managers are used in the management of this option’s assets, to provide a diversified portfolio by investment style.
This option is suitable for members with an investment timeframe of at least seven years or someone whose financial situation allows a higher degree of risk. This option may also be suitable for those seeking a higher degree of flexibility and more control over their investments.
What are the option’s objectives?
- To outperform the return of the Australian share market as measured by the S&P/ASX 300 Accumulation Index).
- To achieve returns after tax and fees that exceed the inflation rate (as measured by the CPI) by at least 4% per year.^
^Over rolling 10 year periods