Suitability and risk

Suits members who want exposure to a range of higher risk asset classes and are comfortable with the value of their investments fluctuating.

7 years
Suggested minimum investment time frame
High
Summary risk level
Pre-Mixed
Option type
$10.7 billion

Option size1

As at 31 December 2024

Expected frequency of negative annual return
Four to less than six in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.71% | Pension: 0.64%

Objective and performance

To invest in a diversified portfolio of mainly higher risk assets such as Australian and international shares, property, infrastructure and private equity, with some fixed interest and cash investments.

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 Dec 2024
CPI + 4% High Growth performance Outperformance
7.2 9.6 2.4
Performance objectives are not promises or predictions of any particular rate of return.

        

        

Performance

2
% p.a.
As at 31 Mar 2025
Timeframe High Growth return
1 month -3.56
3 months -2.79
Financial year to date 4.40
1 year 4.90
3 years 6.96
5 years 12.34
7 years 9.26
10 years 8.88
Periods less than a year are not annualised.

High Growth option performance ($)

2
As at 14 Apr 2025

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 Dec 2024
CPI + 4% High Growth performance Outperformance
7.2 10.5 3.3
Performance objectives are not promises or predictions of any particular rate of return.

        

        

Performance

2
% p.a.
As at 31 Mar 2025
Timeframe High Growth return
1 month -3.92
3 months -3.06
Financial year to date 4.94
1 year 5.49
3 years 7.67
5 years 13.42
7 years 10.12
10 years 9.74
Periods less than a year are not annualised.

High Growth option performance ($)

2
As at 14 Apr 2025

Allocations

Strategic asset allocation

3
As at 28 March 2025
Asset class Allocation
International Shares
49.0%
Australian Shares
43.0%
Infrastructure & Private Equity
5.0%
Property
3.0%
Cash & Fixed Interest
0.0%

Major holdings

4

By value (descending order) as at 31 Dec 2024

5
Australian Shares
  • Tribeca Alpha Plus Fund
  • BHP Group Ltd
  • Commonwealth Bank of Australia
  • CSL Ltd
  • National Australia Bank Ltd
  • Regal Aust Small Comp Trust
  • Macquarie Group Ltd
  • Westpac Banking Corp
  • Rio Tinto Ltd
  • Aristocrat Leisure Ltd
International Shares
  • Apple Inc
  • NVIDIA Corp
  • Microsoft Corp
  • Alphabet Inc
  • Amazon.com Inc
  • Meta Platforms Inc
  • Broadcom Inc
  • JPMorgan Chase & Co
  • Taiwan Semiconductor Manufacturing Co Ltd
  • Visa Inc
Property
  • Quarry Estate Trust
  • Truganina Estate Trust
  • Karrinyup Shopping Centre WA
  • Australian Core Retail Trust
  • Cawley Road Industrial Trust
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