High Growth Option
Inception date: 1 January 2003
Current assets as at 30 June 2020: $156.3m
AvSuper’s High Growth option is a pre-mixed, well-diversified investment option – that means it is invested across multiple asset or investment types.
Investment strategy
The High Growth option is designed for members who accept it involves a higher level of risk to achieve greater returns in the long term.
Investment objectives
To achieve a return, after tax and fees, which exceeds Consumer Price Index (CPI) increases by at least 4.0% pa (accumulation) and 4.50% pa (income stream) over rolling ten-year periods.
| Asset Class | Benchmark | Range |
|---|---|---|
| Australian Shares | 45% | 30–70% |
| International Shares | 45% | 30–70% |
| Real Assets | 5% | 0–40% |
| Private Markets | 5% | 0–25% |
View a brief outline of the major asset classes AvSuper uses to diversify investments.
Investment profile
Share market investments can be very volatile over the short to medium term but, historically, these investments have offered the highest long-term returns.
| Standard Risk Measure | |
|---|---|
| Risk band | 6 |
| Risk label of | High |
| Expected frequency of negative return in 20 years | 4 to less than 6 |
| Quarter | Financial year to date |
|---|---|
| 9.4% | -3.0% |
Annualised
| 1 year | 3 years | 5 years | 10 years |
|---|---|---|---|
| -3.0% | 4.6% | 6.0% | 8.9% |
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
0.78%* p.a.
Deducted as part of the weekly 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
