Aggressive
If you are a long-term investor and want exposure to investment groups that will potentially give higher returns, Aggressive may be suitable for you. You need to be prepared to accept that this option could experience negative returns over the short to medium term.
Objective
CPI +4.5% p.a.
An annual return of CPI +4.5% (after fees and tax), measured over rolling 10-year periods.
Timeframe
10 years
Suited to investors with an investment timeframe of more than 10 years.
Total fee1
0.69% p.a.
Total fee includes administration fees (0.16%), investment fees and indirect cost ratio. View detailed fee breakdown
Performance
As at 31 December 2020 (updated monthly)
Asset allocation
As at 31 December 2020 (updated quarterly)
| Assets |
Allocation 3 |
Ranges 4 |
|
Cash |
8.1% |
0 - 15% |
|
Fixed interest^ |
15.4% |
0 - 35% |
|
Real Estate |
6.3% |
0 - 25% |
|
Equities* |
52.3% |
30 - 65% |
|
Infrastructure |
12.8% |
5 - 30% |
|
Commodities |
2.3% |
0 - 15% |
|
Alternative assets |
2.7% |
0 - 20% |
Shareholdings
As at 31 December 2020 (updated quarterly)
Australian shares - top 10 by value
International shares - top 10 by value
1. Our total fee includes administration fees, investment fees, and indirect cost ratio, which are based on the fees and costs for the financial year ended 30 June 2020. The total fees and any other applicable fees are deducted daily from the unit price before the unit price is declared and may differ from future fees and costs. Other fees may apply.
2. For periods of one year or less, the return is net of fees and tax. For periods greater than one year, the return is a compound annualised return, net of fees and tax.
3. These figures have been rounded for member reporting.
4. Ranges are as at 1 July 2020. QSuper has the flexibility to invest within these ranges.
^ In the Lifetime option and Diversified options these assets provide diversification, a hedge against inflation and target yield enhancement. This asset class is also referred to as bonds.