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
$2.0 billion
Option size1
As at 30 September 2024
Expected frequency of negative annual return
Four to less than six in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.58% | Pension: 0.51%
Objective and performance
To invest in a diversified portfolio of global shares and securities, which may include up to 10% in Australian shares.
Objective
To achieve returns (after taxes and investment expenses, before deducting account-based fees) that are at least 4% p.a. more than inflation (CPI) over the suggested time frame.2
Performance against objective
2% p.a. over 7 years
As at 31 Dec 2024
| CPI + 4% | International Shares performance | Outperformance |
|---|---|---|
| 7.2 | 10.4 | 3.2 |
Performance objectives are not promises or predictions of any particular rate of return.
Performance
2% p.a.
As at 28 Feb 2025
| Timeframe | International Shares return |
|---|---|
| 1 month | -1.27 |
| 3 months | 2.45 |
| Financial year to date | 10.36 |
| 1 year | 14.83 |
| 3 years | 9.82 |
| 5 years | 10.99 |
| 7 years | 10.33 |
| 10 years | 10.29 |
Periods less than a year are not annualised.
International Shares option performance ($)
2As at 27 Mar 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% | International Shares performance | Outperformance |
|---|---|---|
| 7.2 | 11.2 | 4.0 |
Performance objectives are not promises or predictions of any particular rate of return.
Performance
2% p.a.
As at 28 Feb 2025
| Timeframe | International Shares return |
|---|---|
| 1 month | -1.39 |
| 3 months | 2.71 |
| Financial year to date | 11.46 |
| 1 year | 16.24 |
| 3 years | 10.89 |
| 5 years | 11.89 |
| 7 years | 11.15 |
| 10 years | 11.10 |
Periods less than a year are not annualised.
International Shares option performance ($)
2As at 27 Mar 2025
Allocations
Strategic asset allocation
3As at 28 March 2025
| Asset class | Allocation |
|---|---|
|
International Shares
|
100.0% |
|
Australian Shares
|
0.0% |
Regional allocation
As at 30 September 2024
| Region | Allocation |
|---|---|
|
USA
|
63.9% |
|
Europe
|
12.5% |
|
Asia ex Japan
|
9.8% |
|
Japan
|
9.0% |
|
Australia
|
3.1% |
|
Other Developed
|
1.2% |
|
Other Emerging
|
0.5% |
-
Countries exposure
- USA
- Japan
- United Kingdom
- Australia
- China
- India
- Taiwan
- Germany
- France
- South Korea
As at 30 Sep 2024
Sector allocation
As at 30 September 2024
| Sector | Allocation |
|---|---|
|
Information Technology
|
29.2% |
|
Financials
|
15.2% |
|
Health Care
|
13.7% |
|
Consumer Discretionary
|
10.6% |
|
Industrials
|
8.9% |
|
Communication Services
|
7.3% |
|
Consumer Staples
|
4.1% |
|
Utilities
|
3.3% |
|
Materials
|
2.9% |
|
Energy
|
2.9% |
|
Real Estate
|
1.8% |
- Apple Inc
- Microsoft Corp
- NVIDIA Corp
- Amazon.com Inc
- Alphabet Inc
- Eli Lilly and Co
- Meta Platforms Inc
- Taiwan Semiconductor Manufacturing Co Ltd
- London Stock Exchange Group PLC
- Broadcom Inc