To build an investment portfolio to achieve the stated return objective 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 listed Australian Shares, while being willing to accept a higher level of volatility in returns.
100% of the option is invested in listed Australian companies. Diversification is achieved through exposure to a number of investment managers with different styles of investing.
Corporate Plus and Personal Plus members: Outperform CPI + 3.5% p.a.
RetireAccess members: Outperform CPI + 4.0% p.a.
8 - 10 year periods.
As this option is wholly invested in listed equities, it has a high level of expected return and short-term investment risk. This option’s risk characteristics using TelstraSuper’s four measures of investment risk are summarised in the diagrams below:
The Australian Shares option’s Standard Risk Measure* is for a “very high” level of risk expected to 6 or more negative annual returns over any 20 year period.
Long-term strategic investment mix
100% growth assets
Australian Shares option investment mix and asset range
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.
* The Standard Risk Measure is a standardised way of communicating investment risk that has been developed by the Association of Superannuation Funds of Australia (ASFA) and the Financial Services Council (FSC)
Australian Shares option returns†
|Accumulation returns||TelstraSuper RetireAccess returns|
|5 year returns||5.56%||6.16%|
† Past performance is not a reliable indicator of future performance. The accumulation investment returns are net of investment fees and investment taxes, but before deducting any administration fee or indirect administration cost. The TelstraSuper RetireAccess investment returns are net of investment fees but before deducting any administration fee or indirect administration cost.