Growth 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?

This option involved a higher level of risk to achieve greater returns over the longer term. As a result, the value of your investment may rise or fall in the short term.

Investment strategy

The Growth option has a strong bias toward growth assets, such as Australian and International Shares, Property, with a smaller allocation towards defensive assets such as Fixed Interest Securities and Cash.

Return objective

Outperform CPI + 3.5% p.a.

Investment timeframe

7 - 10 years.

Risk objective

A high level of risk generating 4 to less than 6 negative annual returns over 20 year period.

Long-term investment mix*

89% growth assets

11% defensive assets


Growth option investment mix and asset ranges
Growth asset allocation and ranges

*The long-term investment mix is used as a strategic guide for investing. This split of defensive and growth assets can vary from time to time as investment in each asset class may vary within the allowable ranges.



Growth option returns

  Accumulation returns Telstra Super RetireAccess® returns
2015/2016
0.30%
0.00%
2014/2015 11.14%  12.04%
2013/2014   17.99%  19.82%
2012/2013   19.62%  22.31%
2011/2012 -2.23% -2.58%
5 year returns 8.99% 10.03%

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.