Equity Plus
The Equity Plus option may suit members who have an investment timeframe of 7 years or more and who can accept a higher level of risk and fluctuations in returns.
The information below covers Super, Transition to Retirement (TTR) and Account Based Pensions (Pension Account).
-
Dashboard
Investment return objective:
Annual return 4% higher than the Consumer Price Index over rolling 5 year periods
Minimum suggested investment timeframe:
7 years or more
Strategy:
Invests 100% in growth assets, such as Australian and international shares, property, unlisted equity and infrastructure. History shows returns from this option are likely to move up and down from year to year with short term risk of capital loss but over the long term should produce higher returns than the Cash Plus or Balanced (MySuper) investment options.
May suit:
Members who want to invest for more than 7 years and accept a higher level of risk and fluctuation in returns
Expected frequency of negative annual returns over any 20 year period:
4 to less than 6 years
Investment mix:
Growth assets 100%
-
Returns
Annual returns
Returns are net of tax, fees and investment expenses. Past performance is not an indication of future performance
Year to 30 June % 2017 13.65 2016 3.13 2015 10.77 2014 15.55 2013 21.87 2012 -2.79 2011 10.48 2010 9.57 2009 -18.50 2008 -9.80 Annualised return to 30 June 2017 % 3 yr 9.09 5 yr 12.83 10 yr 4.69 -
Asset allocation
Strategic benchmark
Growth assets Strategic benchmark Australian shares 38.0% International shares 40.0% Property 6.0% Unlisted equity 10.0% Infrastructure 6.0% Total 100.0%
-
Dashboard
Investment return objective:
Annual return 4% higher than the Consumer Price Index over rolling 5 year periods
Minimum suggested investment timeframe:
7 years or more
Strategy:
Invests 100% in growth assets, such as Australian and international shares, property, unlisted equity and infrastructure. History shows returns from this option are likely to move up and down from year to year with short term risk of capital loss but over the long term should produce higher returns than the Cash Plus or Balanced (MySuper) investment options.
May suit:
Members who wants to invest for more than 7 years and accept a higher level of risk and fluctuation in returns
Expected frequency of negative annual returns over any 20 year period:
4 to less than 6 years
Investment mix:
Growth assets 100%
-
Returns
Annual returns
Returns are net of tax, fees and investment expenses. Past performance is not an indication of future performance
Year to 30 June % 2017 15.34 2016 3.59 2015 12.27 2014 17.32 2013 25.30 2012 -2.97 2011 12.62 2010 10.73 2009 -20.00 2008 -10.10 Annualised return to 30 June 2017 % 3 yr 10.29 5 yr 14.55 10 yr 5.55 -
Asset allocation
Strategic benchmark
Growth assets Strategic benchmark Australian shares 38.0% International shares 40.0% Property 6.0% Unlisted equity 10.0% Infrastructure 6.0% Total 100.0%
-
Dashboard
Investment return objective:
Annual return 4% higher than the Consumer Price Index over rolling 5 year periods
Minimum suggested investment timeframe:
7 years or more
Strategy:
Invests 100% in growth assets, such as Australian and international shares, property, unlisted equity and infrastructure. History shows returns from this option are likely to move up and down from year to year with short term risk of capital loss but over the long term should produce higher returns than the Cash Plus or Balanced (MySuper) investment options.
May suit:
Members who wants to invest for more than 7 years and accept a higher level of risk and fluctuation in returns
Expected frequency of negative annual returns over any 20 year period:
4 to less than 6 years
Investment mix:
Growth assets 100%
-
Returns
Annual returns
Returns are net of tax, fees and investment expenses. Past performance is not an indication of future performance
Year to 30 June % 2017 15.34 2016 3.59 2015 12.27 2014 17.32 2013 25.30 2012 -2.97 2011 12.62 2010 10.73 2009 -20.00 2008 -10.10 Annualised return to 30 June 2017 % 3 yr 10.29 5 yr 14.55 10 yr 5.55 -
Asset allocation
Strategic benchmark
Growth assets Strategic benchmark Australian shares 38.0% International shares 40.0% Property 6.0% Unlisted equity 10.0% Infrastructure 6.0% Total 100.0%
Need help choosing the right investment option for you?
We offer a range of investment options to suit the needs of different people. To find out more about our investment options, call us on 1800 222 071 between 8am and 8pm (AEST/AEDT) weekdays.