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 management fee
Deducted as part of the daily unit price calculations, and gross of tax deduction.
*For full fees please see our fees page.
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.
Your super or income stream product is made up of multiple underlying assets (called ‘holdings’). Refer to the links below to view how much of the investment option is invested in each asset.
SUPER: Australian Shares option (PDF) (CSV)
PENSION: Australian Shares option (PDF) (CSV)