Cash Option

Choose your investment options

Investment choice form Member Online

Inception date: 1 October 2002

Current assets as at 31 July 2017: $83.05m

AvSuper’s Cash option is a single asset class based investment option. 

The Cash Option is also one of the default investment options for Income Stream members – if you do not make an investment choice, your Income Stream will automatically be invested in the AvSuper Cash (23%) and Balanced Growth (77%) options. If you have not made an investment choice, Income Stream payments will be deducted from the Cash option. All money is transferred into the Cash option when we are notified of a member’s death (unless a valid reversionary beneficiary is in place).

Investment returns to 31 July 2017

Live Unit Prices

Accumulation Returns (net of fees and taxes)

Financial year to date Quarter
0.1% 0.4%

Annualised

1 year 3 years 5 years 10 years
1.7% 1.9% 2.5% 3.4%

 

 

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.

Investment strategy

The Cash option is designed to cater for members with a short investment horizon (less than 3 years) who are seeking cash like returns with minimal chance of capital loss.

 

 

  • Growth 0%
  • Defensive 100%
Asset Class Benchmark Range
Cash 100% N/A

View a brief outline of the major asset classes AvSuper uses to diversify investments.

 

 

Investment objectives

To achieve a return, after tax and fees, which exceeds the UBSA Bank Bill Index over rolling ten-year periods.

Investment profile

Relatively low but stable returns.

 

Investment management fee

0.05% p.a.

Deducted as part of the weekly unit price calculations, and gross of tax deduction.

 

Standard Risk Measure
Risk band 1
Risk label of Very low
Expected frequency of negative return in 20 years less than 0.5

 

Investment managers

AvSuper’s investment portfolio is managed by a carefully selected group of 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.

 

Live Chat Support Software

Phone 1800 805 088 (Free call)
Email:
avsinfo@avsuper.com.au