Invest­ments

Investment Performance

The table below shows the past performance of all the Professional Super investment options.
Performance as at 30 June 2020 – Total returns
Investment optionInvestment option start date1 year investment performanceInvestment performance since inception
Cash
23/02/18
0.61%
0.95%
Balanced
30/10/18
-1.28%
3.63%
Growth
09/02/18
-2.01%
4.36%
High Growth
30/04/18
-1.97%
5.10%
Returns are after percentage based administration fees and taxes have been taken out, but before flat dollar administration fees have been deducted. Returns for periods of greater than one year are on a per annum compound basis.
Investment returns are historical and past performance is not indicative of future performance. Return of capital and the performance of your investment is not guaranteed.

Investment Options

If your balance is below $1,500 your account will be invested in our Cash investment option. When your balance is between $1,500 and $4,999 your account will be invested in our Growth investment option.*
When your balance is above $5,000 you can choose from three investment options: Balanced, Growth or High Growth. If you don’t choose, you will stay in the Growth investment option.*
For more information about our investment options refer to Section 4 of our Reference Guide.
* If your balance falls below $1,499 you will remain invested in the Growth investment option, and you will not be transferred back to the Cash investment option. Similarly, if your balance falls below $5,000 you will remain invested in the option that you chose.

High Growth

High Growth Strategic Asset Allocation
Australian shares (34%)
International shares (52%)
Australian property (5%)
International property (5%)
Global infrastructure (4%)
Cash (0%)
Fixed income (0%)
Return objective:
CPI + 3% p.a. over a 10 year period.
Investor horizon:
10 years

Growth

Growth Strategic Asset Allocation
Australian shares (31%)
International shares (46%)
Australian property (4%)
International property (5%)
Global infrastructure (4%)
Cash (3%)
Fixed income (7%)
Return objective:
CPI + 2.5% p.a. over a 10 year period.
Investor horizon:
10 years

Balanced

Balanced Strategic Asset Allocation
Australian shares (22%)
International shares (34%)
Australian property (4%)
International property (5%)
Global infrastructure (5%)
Cash (5%)
Fixed income (25%)
Return objective:
CPI + 2.5% p.a. over a 10 year period.
Investor horizon:
7 years

Cash

Cash Strategic Asset Allocation
Australian shares (0%)
International shares (0%)
Australian property (0%)
International property (0%)
Global infrastructure (0%)
Cash (100%)
Fixed income (0%)
Return objective:
Achieve CPI over rolling 1-year periods.
Investor horizon:
Less than 1 year
Asset allocations are based on the strategic asset allocation and may vary within the allowable range from time to time, and are subject to change. For more information on the strategy and risk exposures of each investment option see the Reference Guide.