The Australian Shares – Indexed+ investment option is focused on minimising investment fees and costs in a single sector from investing in a portfolio of all growth assets (typically companies listed predominantly on the Australian Securities Exchange) and has low diversification.
+ Not available to Maritime Contributory Accumulation members who joined before 1 July 2008 and have not waived their Protected Minimum Benefit.
* Investment costs are based on estimated and actual information from the previous financial year. The costs payable in future years may be higher or lower. Administration and other fees apply. For a full breakdown of fees and costs, see our fees and costs page or Section 6 of the Member Guide.
^ The Australian Shares – Indexed investment option was introduced on 18 March 2022. Investment return over 10 years to 31 March 2024, net of investment fees and costs. Administration and other costs apply. Returns won’t display for options younger than 10 years. See the investment returns page for returns over all available periods.
With all growth assets, this single sector investment option is designed for members+ with a medium to long-term investment timeframe, who are seeking moderate long-term returns and have a very high tolerance of negative returns.
Read our Member Guide for more information about these terms.
+ Not available to Maritime Contributory Accumulation members who joined before 1 July 2008 and have not waived their Protected Minimum Benefit.
Asset class | Target | Range |
---|---|---|
Australian shares | 100% | 90-100% |
Cash | 0% | 0-10% |
Investment managers may invest a proportion of this option’s assets in cash for management purposes from time to time.
This table shows the 12-month net return for our Australian Shares - Indexed option at 30 June each year. The net return is the money the investment has earned, minus investment costs and taxes.1
Year | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|
Return | - | - | - | - | 14.32% |
This table shows the average net return for our Australian Shares - Indexed option over 3, 5 and 10 years to 30 June 2023.1
Year | 3 years | 5 years | 10 years |
---|---|---|---|
Average return (p.a.) | - | - | - |
1. Administration and other fees apply. For a full breakdown of fees and costs, see our fees and costs page or Section 6 of the Member Guide. Past performance is not a reliable indicator of future performance and should never be the sole factor considered when selecting a superannuation fund.
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