Our investment options

Suitability and risk

Suits members who want to invest in a specific asset class and are comfortable with the value of their investments fluctuating.

7 years
Suggested minimum investment time frame
High
Summary risk level
Sector
Option type
$1.6 billion

Option size1

As at 29 February 2024

Expected frequency of negative annual return
Four to less than six in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.46% | Pension: 0.38%

Objective and performance

To invest in a diversified portfolio of securities, including but not limited to, Australian shares.#

# From time to time this option may hold non-Australian exposures

Objective

To achieve returns (after taxes and investment expenses, before deducting account-based fees) that are at least 4% p.a. more than inflation (CPI) over the suggested time frame.2

Performance against objective

2
% p.a. over 7 years
As at 31 Mar 2024
CPI + 4% Australian Shares performance Outperformance
7.2 11.0 3.8
Performance objectives are not promises or predictions of any particular rate of return.

Performance against peers

2
Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 31 May 2024
Timeframe Australian Shares performance SuperRatings median performance Outperformance
1 month 0.76 0.71 0.05
3 months 1.67 1.16 0.51
Financial year to date 11.77 10.24 1.53
1 year 13.25 12.00 1.25
3 years 8.11 6.99 1.12
5 years 10.14 7.94 2.20
7 years 10.78 8.39 2.39
10 years 8.94 7.85 1.09
Periods less than a year are not annualised.

Australian Shares option performance ($)

2
As at 15 Jul 2024

Objective

To achieve returns (after taxes and investment expenses, before deducting account-based fees) that are at least 4% p.a. more than inflation (CPI) over the suggested time frame.2

Performance against objective

2
% p.a. over 7 years
As at 31 Mar 2024
CPI + 4% Australian Shares performance Outperformance
7.2 12.4 5.2
Performance objectives are not promises or predictions of any particular rate of return.

Performance against peers

2
Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 31 May 2024
Timeframe Australian Shares performance SuperRatings median performance Outperformance
1 month 0.84 0.70 0.14
3 months 1.84 1.33 0.51
Financial year to date 13.09 11.76 1.33
1 year 15.54 13.48 2.06
3 years 9.27 7.81 1.46
5 years 11.48 9.03 2.45
7 years 12.22 9.60 2.62
10 years 10.32 9.02 1.30
Periods less than a year are not annualised.

Australian Shares option performance ($)

2
As at 15 Jul 2024

Allocations

Strategic asset allocation

3
As at 01 June 2024
Asset class Allocation
Australian Shares
 100.0%

Sector allocation

As at 29 February 2024
Sector Allocation
Financials
 25.5%
Materials
 24.8%
Consumer Discretionary
 10.9%
Health Care
 8.7%
Industrials
 8.1%
Real Estate
 4.7%
Communication Services
 4.5%
Energy
 3.9%
Information Technology
 3.9%
Consumer Staples
 3.6%
Utilities
 1.4%

Major holdings

4

By value (descending order) as at 29 Feb 2024

5
  • Tribeca Alpha Plus Fund
  • Pendal Australian Long/Short Fund
  • BHP Group Ltd
  • Commonwealth Bank of Australia
  • National Australia Bank Ltd
  • CSL Ltd
  • Rio Tinto Ltd
  • Macquarie Group Ltd
  • Regal Australian Long/Short Fund
  • Wesfarmers Ltd
View all holdings

Things you need to know

  1. Size of both accumulation and pension assets.
  2. Past performance is not an indicator of future performance. Option returns are calculated net of investment expenses and taxes but are gross of account-based fees. Due to rounding, excess return may not equate to the difference between option return and median return. The SuperRatings data is based on the SuperRatings survey for the relevant period and does not take into account any subsequent revisions or corrections made by SuperRatings.
  3. The strategic asset allocation may change and may be altered by the trustee from time to time to suit prevailing market circumstances. Actual allocation will deviate from their targets, but are monitored so they are kept within a range approved by the Trustee.
  4. These holdings may change from time to time. The above holdings are the outcome of various strategies applied by UniSuper and by a range of investment managers taking into account a variety of considerations, many of which are specific to UniSuper and superannuation funds in general. The above lists are published for informational purposes only and are not a recommendation or endorsement of any of the companies listed, for inclusion in your personal portfolio. Before selecting companies to invest in personally, you should seek professional financial advice that takes into account your personal circumstances and investment objectives. Value includes direct holdings only and does not include exposures from indirect holdings.
  5. Value includes direct holdings only and does not include exposures from indirect holdings.

This information is of a general nature only and does not take into account your individual objectives, financial situation or needs. You should read the product disclosure statement and booklets relevant to your membership category, consider the appropriateness of the information having regard to your personal circumstances and consider consulting a licensed financial adviser before making an investment decision based on information contained here.

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