Investment objective: An average return of inflation+ 3.5% over ten years or more.1

Risk

It is likely that a negative return might be expected to occur between four and six years in 20.

 

Strategic Asset Allocation

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

This product is invested in the range 60%-90% growth assets with the balance in defensive assets.

Strategic Asset Allocation (SAA)
Asset SAA %  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

These strategic asset allocations are associated with the Product Disclosure Statement dated 1 January 2020.

For actual asset allocations, updated monthly, click here.

 

Performance

Rates of returns to 31 May 20202
Investment Option 1 mth 3 mths FYTD 1 year 3 years 5 years 10 years
  % % % % % p.a. % p.a. % p.a.
Balanced 2.3 -4.05 -1.41 0.86 4.51 4.86 n.a

Super SA Select commenced in January 2013.

 

Yearly rates of return net of investment fees to 30 June

Year Balanced
2018-19 7.06%
2017-18 8.23%
2016-17 9.60%
2015-16 3.30%
2014-15 8.10%

 

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Historical unit prices

 


1 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 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.

2 Net of investment fees

It is important to remember that past performance should not be taken as an indication of future performance.