Click below on the investment option you are interested in learning more about. 

As a Super SA Select member, you can choose to invest your super in either the Balanced or Cash option or invest whole percentages across a combination of both options. You can switch at any time.

You can also choose to invest your current account balance and future contributions in different options or combination of options.

Before choosing an investment option you should think about:

  • your current financial position
  • your age
  • when you plan to retire
  • how long your super will need to last
  • your risk and return preferences.

Each option has different objectives and characteristics for you to consider.

Balanced

Performance snapshot 6.30% 5 year return as at
30 / 09 / 2020

This option is structured for investors with an investment time horizon of at least 10 years. This option is invested in the range of 60 - 90% in growth assets (shares, certain types of property, private equity and other growth opportunities) and the balance in defensive assets (such as cash and fixed interest).

Investment Objectives

The Balanced investment option is expected to return 3.5% above inflation over an investment time horizon of at least 10 years. It is likely that a negative return might be expected to occur between four and six years in 20.

Investment objectives state what each option aims to achieve. They are designed to help members with their investment decisions. The objectives have been developed having regard for the long term performance and characteristics of financial markets and taking into account expert advice provided by specialist investment advisor, JANA. There is no guarantee, however, that the objectives will be met. This is because financial markets are volatile and future returns may vary from past returns. Indeed, for funds with exposure to growth assets there is a material likelihood that returns may be negative in any particular year.

Investment Performance

Rates of return give you a recent and longer term perspective of how each option has performed. it is important to remember that past performance should not be taken as an indication of future performance. Keep in mind that Super SA Select commenced on 1 January 2013. Super SA Select is a taxed fund and reports its investment earnings after tax.

Strategic Asset Allocation

The strategic asset allocations are determined by the investment objective for each option and are set annually.

These strategic asset allocations are associated with the Product Disclosure Statement dated 1 January 2020. For actual asset allocations, please click the option below. For actual asset allocations for TTR income streams, updated monthly click here.

Investment Returns 

The below figures are net of investment fees. Rates of returns to 30 September, 2020. Returns greater than one year have been annualised.

1 mnth 3 mnths FYTD 1 year 3 years 5 years 10 years
% % % % % p.a. % p.a. % p.a.
-0.45 2.18 2.18 0.01 5.06 6.3 n.a
  • Yearly Strategic Asset Allocation
  • Monthly Asset Allocation
Investment Breakdown
Asset % Range %
Australian Equities 26% 10-40
International Equities 30% 20-45
Property 12% 0-25
Diversified Strategies Growth 8% 0-20
Diversified Strategies Income 8% 0-20
Inflation Linked Securities 5% 0-15
Fixed Interest 8% 0-25
Cash 3% 0-20

Yearly Strategic Asset Allocation Breakdown

Investment Breakdown
Asset %
Cash 5.30%
Fixed Interest 7.50%
Inflation Linked Securities 6.00%
Diversified Strategies Income 7.80%
Property 11.00%
Australian Equities 25.20%
International Equities 27.80%
Diversified Strategies Growth 9.40%

Monthly Strategic Asset Allocation Breakdown