At a glance
Very long term 7-10 years
Investment fee: 0.32%
Indirect cost ratio: 0.17%
Buy–sell spread: 0.06%
Inflation + 4% per year^
Likelihood of negative return
5.7 in every 20 years
Risk levelRisk label
3Low to medium
5Medium to high
- Annual % returns
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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.^
*View the full details of these fees and costs
^Over rolling 10 year periods