Inception date: 25 May 2010
Current assets as at 28 February 2017: $36.54m
AvSuper’s Australian Shares option is a specific asset class option – this means it in invested only in one type of asset, being Australian Shares (ie companies listed on the Australian Stock Exchange). By investing in Australian companies, AvSuper becomes a part owner of those companies and earns both dividends (profits distributed to shareholders) and changes in share values.
Investment returns to 28 February 2017
Accumulation Returns (net of fees and taxes)
|Quarter||Financial year to date|
|1 year||3 years||5 years||10 years|
Past performance may not be an indicator of future performance. The investment returns for the quarter and the financial year to date detailed above are real investment returns for the period shown, not annualised or ‘per annum’ returns which may differ from the numbers above.
The Australian Shares option is designed to cater for choice members with a long term investment horizon (seven years or more) who are seeking Australian equity returns and can tolerate very high levels of volatility.
This option is focused on producing capital returns through exposure to Australian equities. This single class option is diversified by using a variety of investment styles and investment managers .
- Growth 100%
- Defensive 0%
View a brief outline of the major asset classes AvSuper uses to diversify investments.
To achieve a return, after tax and fees, which exceeds the S&P / ASX 300 Accumulation Index over rolling ten-year periods.
Share market investments can be very volatile over the short to medium term but historically, these investments have offered the highest long-term returns.
Investment management fee
Deducted as part of the weekly unit price calculations, and gross of tax deduction.
|Standard Risk Measure|
|Risk label of||High|
|Expected frequency of negative return in 20 years||4 to less than 6|
AvSuper’s Australian Shares investment portfolio is managed by a carefully selected group of specialist Investment managers and overseen by our Investment Committee. AvSuper uses a range of professional investment managers who specialise in different investment areas to invest members’ money according to specific objectives and strategies (including strategies to guard against excessive risk) set out by the AvSuper Trustee. The Trustee monitors and regularly reviews all investment managers involved with our investments.