Diversified Index Option

Choose your investment options

Investment choice form AOL (AvSuper Online)

Inception date: 1 July 2019

Current assets as at 31 October 2020: $6.0m

AvSuper’s Diversified option is a pre-mixed, well-diversified investment option – that means it is invested across multiple asset or investment types.

Investment strategy

The Diversified Index option is designed to cater for choice members with a long term investment horizon (seven years or more) who are seeking passive market returns with low fees and can tolerate high levels of volatility in the short term.

Investment objectives

To achieve a return, after tax and fees, which exceeds Consumer Price Index (CPI) increases by at least 3.5% pa over rolling ten-year periods.

Asset Class Benchmark Range
Australian Shares 35% 15–50%
International Shares 35% 15–50%
Real Assets 0% 0-10%
Diversified Fixed Income 17% 0–40%
Cash 13% 0–40%

AvSuper invests in the following Macquarie True Index Funds to receive the pre-tax returns that equal the returns of the respective benchmark:

Macquarie True Index Australian Shares Fund – S&P/ASX 300 Accumulation Index
Macquarie True Index International Equities Fund – MSCI World ex-Australia ex-Tobacco Net Dividends Reinvested Index in Australian dollars (unhedged)
Macquarie True Index Australian Fixed Interest Fund – Bloomberg AusBond Composite 0+ Yr Index
Cash

 

Investment profile

Share market investments can be very volatile in line with market returns.

 

Standard Risk Measure
Risk band 6
Risk label of High
Expected frequency of negative return in 20 years 4 to less than 6

 

Investment returns to 31 October 2020

Live Unit Prices

Accumulation Returns (net of fees and taxes)

Quarter Financial year to date
1.3% 1.8%

Annualised

1 year
-0.5%

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

0.02%* p.a.

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

 

*For full fees please see our fees page.

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.

INVESTMENT OPTIONS

Phone 1300 128 751 (Local call)
Email:
avsinfo@avsuper.com.au