At a glance
Very long term 7-10 years
Total estimated Indirect Cost Ratio 2015/16: 0.60%
Buy spread: 0.07%
Sell spread: 0.07%
Inflation + 4% per year^
Likelihood of negative return
4.9 in every 20 years
Risk levelRisk label
3Low to medium
5Medium to high
- Annual % returns
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Compare how our options have grown if invested in this option:
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Annual returns [PDF]
About the option
The Overseas Shares option invests in shares listed on the stock exchanges around the world, including both developed and emerging markets. To achieve diversification, this option uses a group of investment managers with a wide range of approaches.
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 overseas share market (as measured by the MSCI World ex-Australia Index in $A).
- 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