Australian Shares option

Important information

From 1 February 2017, we are making some modest changes to our asset allocations. Visit www.telstrasuper.com.au/fundupdate for more information about the changes.  You may want to consider the changes if you’re thinking of changing investment options. 


Objective

To build an investment portfolio to achieve the stated return within the stated risk parameters over the specified timeframe.

Who should invest?

Those who want to achieve potentially higher returns in the long term through exposure to Australian Shares, while being willing to accept a higher level of volatility in returns.

Investment strategy

100% of the option is invested in Australian companies. Diversification is achieved through exposure to a number of investment managers with different styles of investing.

Return objective

Outpeform CPI + 4% p.a.

Investment timeframe

8 - 10 years.

Risk objective

A very high level of risk generating 6 or more negative annual returns over any 20 year period.

Long-term investment mix

100% growth assets

 
Australian Shares option investment mix and asset ranges

graph_option_australia.jpg

Australian Shares option returns


Accumulation returns

Telstra Super RetireAccess® returns

2015/2016 0.13%
0.14%
2014/2015  5.43%  5.24%
2013/2014 18.87% 20.33%
2012/2013   20.09%  23.58%
2011/2012 -4.22%  -5.13%
5 year returns 7.62% 8.25%

Past performance is not a reliable indicator of future performance. Further information.

The aim of this information is to provide members with investment objective and strategy details (including investment mix) that we consider members reasonably need to understand the fund's investments and reflect the manner in which objectives and strategies have been formulated by the Trustee pursuant to superannuation law and discretionary powers under the Trust Deed.