Statement of AvSuper investment beliefs
The following beliefs guide AvSuper’s Investment Committee when making decisions about our investment portfolio.
AvSuper’s investment purpose is to deliver long term real investment returns to provide a retirement income to Fund members and enable them to enhance their financial security in retirement.
This investment purpose is delivered through a set of core investment beliefs, which are our guiding principles when setting our investment strategies and making investment decisions.
Clear Investment Objectives
AvSuper will describe its investment products to members by specifying the expected risk and return characteristics of each Member Investment Choice (MIC) option and retirement product
We will primarily focus on achieving our investment mission and investment risk and return objectives, with consideration of peer practice, positioning and regulatory risks being a secondary consideration.
Investment Risk and Risk Management
It is necessary for AvSuper to take investment risk in order to achieve its investment objectives.
Effective Investment Implementation is important to the success of the investment process.
Active investment management strategies can add value but this can vary across markets, asset classes and over time.
Less liquid assets are expected, over the long term, to provide a return premium over listed assets which more than compensates for their lower liquidity and other risks.
Environmental, Social and Governance factors
Environmental, Social and Governance (ESG) factors and risks impact the achievement of long term investment return objectives and are an important consideration.
Governance and decision-making
Strong investment governance is critical to the achievement of our investment objectives and investment success.