High Growth
The High Growth option may suit members who want to invest for more than 7 years and accept a high level of risk and fluctuations in returns.
The information below covers Super, Pre-retirement Super Pensions (TTR) and Retirement Super Pensions (Pension Account).
Note: The High Growth investment option was previously called Equity Plus, and was renamed on 27 September 2021 - no other changes were made to this investment option.
Think before you switch
While switching investment options in volatile markets might give you some comfort now, over the long term it may reduce the earning potential of your super, and that could mean less money in retirement.
For most people, super is a long-term investment. That means you shouldn't let short-term performance influence your long-term investment strategy.
You should only consider switching investment options if it is in line with your long-term investment strategy.
Super
TTR
Pension Account
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Dashboard
Investment return objective:
Annual return 4% higher than the Consumer Price Index over rolling 10 year periods.
Minimum suggested investment timeframe:
7 years or more
Strategy:
Invests predominantly in return-seeking assets that entail more risk, 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. Over the long term the High Growth investment option is likely to produce higher returns than all other investment options.
May suit:
Members who want to invest for more than 7 years and accept a high level of risk and fluctuations in returns.
Investment risk:
High - the expected frequency of negative annual returns over any 20 year period is 4 to less than 6 years.
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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 % 2023 12.90 2022 -4.01 2021 25.72 2020 -1.19 2019 5.62 2018 10.81 2017 13.65 2016 3.13 2015 10.77 2014 15.55 % pa 3 yr 10.86 5 yr 7.29 10 yr 8.98 -
Asset allocation
Strategic benchmark
Asset type Strategic benchmark % Australian shares 37.5% Overseas shares 30.0% Overseas shares hedged to $A 15.5% Unlisted infrastructure 6.0% Unlisted property 6.0% Unlisted equity 4.0% Cash/Interest-bearing securities 1.0% Total growth assets 97.0% Total defensive assets 3.0%
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Dashboard
Investment return objective:
Annual return 4% higher than the Consumer Price Index over rolling 10 year periods.
Minimum suggested investment timeframe:
7 years or more
Strategy:
Invests predominantly in return-seeking assets that entail more risk, 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. Over the long term the High Growth investment option is likely to produce higher returns than all other investment options.
May suit:
Members who want to invest for more than 7 years and accept a high level of risk and fluctuations in returns.
Investment risk:
High - the expected frequency of negative annual returns over any 20 year period is 4 to less than 6 years.
-
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 % 2023 12.90 2022 -4.01 2021 25.72 2020 -1.19 2019 5.62 2018 10.81 2017 15.34 2016 3.59 2015 12.27 2014 17.32 % pa 3 yr 10.86 5 yr 7.29 10 yr 9.51 -
Asset allocation
Strategic benchmark
Asset type Strategic benchmark % Australian shares 37.5% Overseas shares 30.0% Overseas shares hedged to $A 15.5% Unlisted infrastructure 6.0% Unlisted property 6.0% Unlisted equity 4.0% Cash/Interest-bearing securities 1.0% Total growth assets 97.0% Total defensive assets 3.0%
-
Dashboard
Investment return objective:
Annual return 4% higher than the Consumer Price Index over rolling 10 year periods.
Minimum suggested investment timeframe:
7 years or more
Strategy:
Invests predominantly in return-seeking assets that entail more risk, 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. Over the long term the High Growth investment option is likely to produce higher returns than all other investment options.
May suit:
Members who want to invest for more than 7 years and accept a high level of risk and fluctuations in returns.
Investment risk:
High - the expected frequency of negative annual returns over any 20 year period is 4 to less than 6 years.
-
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 % 2023 13.80 2022 -4.36 2021 28.43 2020 -1.34 2019 6.97 2018 12.15 2017 15.34 2016 3.59 2015 12.27 2014 17.32 % pa 3 yr 11.81 5 yr 8.09 10 yr 10.04 -
Asset allocation
Strategic benchmark
Asset type Strategic benchmark % Australian shares 37.5% Oveseas shares 30.0% Overseas shares hedged to $A 15.5% Unlisted infrastructure 6.0% Unlisted property 6.0% Unlisted equity 4.0% Cash/Interest-bearing securities 1.0% Total growth assets 97.0% Total defensive assets 3.0%
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.
DISCLAIMER: Past performance is not a reliable indicator of future performance and should never be the sole factor considered when selecting a fund.