Investment Options

as at 1 October 2021

more info from AvSuper iconThe information on this web page forms part of the AvSuper Product Disclosure Statement (dated 1 October 2021) and AvSuper Corporate Product Disclosure Statement (dated 1 October 2021). Please refer to your PDS and our AvSuper Member insurance guide and/or member investment guide for more information.

Click on the name of each option to get more detailed information about it, including inception dates.

Growth* Conservative Growth Stable Growth Balanced Growth Diversified Index High Growth Australian Shares International Shares Cash

 

Primary Objective – to achieve a return, after tax and fees, over a rolling 10-year period which exceeds

Consumer Price Index (CPI) increases by at least

 

the S&P / ASX 300 Accumulation Index

 

the Morgan Stanley Capital International All Country World Index (ex Australia) 33% hedged and 67% unhedged in $A

 

Bloomberg AusBond Bank Bill Index

 3.0% pa (super members) or 3.5% (income stream members) 0.5% pa (super members) or 1.0% (income stream members) 1.5% pa (super members) or 2.0% (income stream members) 2.5% pa (super members) or 3.0% (income stream members) 2.5% pa (super members) or 3.0% (income stream members) 3.5% pa (super members) or 4.0% (income stream members)
Investment returns for all options are updated in our chart each business day.
Designed for members who… accept medium risk with short term fluctuations in a diversified portfolio for higher long term returns are  generally risk averse or wanting short term access to their money, but want to some capital expansion want a diverse investment portfolio to obtain steady returns over time accept medium volatility and risk through a balanced investment portfolio for a moderate return are seeking passive market returns with low fees and can tolerate high volatility in the short term. accept higher risk and short term volatility through shares and real assets for greater long term returns want to invest in local sharemarkets and accept higher risk for greater long term returns want to invest in global sharemarkets and accept higher risk for greater long term returns have a short investment horizon for some or all of their investment with minimal chance of capital loss
Investment time frame
Growth* Conservative Growth Stable Growth Balanced Growth Diversified Index High Growth Australian Shares International Shares Cash

Risk / Return

Profile

Returns can be somewhat volatile over the short to medium term but are generally less volatile than the High Growth option Generally less volatility in the short term but usually modest returns over longer periods There may be some volatility in returns in the short term but it tends to be stable over longer periods There may be some volatility in returns in the medium term but less than for the Growth option Returns will be volatile in line with market returns Returns can be very volatile in the short to medium term but historically, these investments have offered the highest long term returns Returns can be very volatile over the short to medium term but historically, these investments have offered the highest long term returns Returns can be very volatile over the short to medium term but historically, these investments have offered the highest long term returns Relatively low investment returns. It is rarely suitable for ensuring your super will grow (including in retirement) but may be suitable for preserving your capital

Standard Risk Measure

(Read about the Standard Risk Measure and how we determine the appropriate risk labels and bands) as at 1 October 2021

Risk band 6 4 5 6 6 7 7 7 1
Risk label
Expected frequency of negative returns in 20 years 4 to less than 6 2 to less than 3 3 to less than 5 4 to less than 6 4 to less than 6 6 or greater 6 or greater 6 or greater Less than 0.5
Strategic Asset Allocation (SAA) as at 1 October 2021
Australian Shares 27% 9% 13.5% 19% 31.5% 40.5% 100% 0% 0%
International Shares 30% 11% 16.5% 24% 38.5% 49.5% 0% 100% 0%
Real Assets 21% 10% 17% 18% 0% 5% 0% 0% 0%
Private Markets 4% 0% 5% 5% 0% 5% 0% 0% 0%
Alternatives 5% 10% 8% 8% 0% 0% 0% 0% 0%
Diversified Fixed Income 11% 30% 20% 14% 17% 0% 0% 0% 0%
Cash 2% 30% 20% 12% 13% 0% 0% 0% 100%

 

Please note that past performance is not always indicative of future performance.

 

*The Growth option is AvSuper’s MySuper investment option for accumulation members.

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Email:
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