International Shares Option
Inception date: 15 June 2010
Current assets as at 31 October 2023: $23.3m
AvSuper’s International Shares option is a single asset class based investment option.
Find out more about our international shareholding here.
Investment strategy
The International Shares option is designed to cater for defaulted or choice members with a long term investment horizon (seven or more years) who are seeking International equity returns and can tolerate reasonably high levels of volatility.
Investment objectives
To achieve a return, after tax and fees, which exceeds the Morgan Stanley Capital International All Country World Index (ex Australia) 33% hedged and 67% unhedged in $A over rolling ten-year periods.
Asset Class | Strategic allocation | Range |
---|---|---|
International Shares | 100% | 100% |
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 | 7 |
Risk label of | Very high |
Expected frequency of negative return in 20 years | 6 or greater |
Investment returns to 31 October 2023
Accumulation Returns (net of investment fees and taxes)
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
0.59%* 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.
Portfolio holdings
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: International Shares option (PDF) (CSV)
PENSION: International Shares option (PDF) (CSV)