Australian Shares
If you are a long-term investor and want exposure to investment groups that will potentially give higher returns, the Australian Shares option may be for you. You need to be prepared to accept that this option could experience negative returns over the short to medium term.
Objective
To match the return of the S&P/ASX 200 Accumulation Index, after fees and tax.1
Timeframe
10 years
Suited to investors with a minimum recommended investment timeframe of 10 years.
Total fee2
0.24% p.a.
Total fee includes administration fees (0.16%), investment fees, and indirect cost ratio. View detailed fee breakdown
Risk level
Very low
Low
Low to Medium
Medium
Medium to high
High
Very high
Investors should be aware that a negative annual return is expected greater than six times in any 20 years. Read more about the standard risk measure.
Performance
As at 30 April 2022 (updated monthly)
Asset allocation
As at 31 March 2022 (updated quarterly)
| Assets |
Allocation |
Ranges 4 |
|
Cash* |
0.2% |
0 - 10% |
|
Australian shares^ |
99.8% |
90 - 100% |
Fund managers
As at 31 March 2022 (updated quarterly)
The portfolio is passively managed by State Street Global Advisors.
Composition
The composition of the Australian shareholdings managed by State Street Global Advisors was:
Shareholdings
As at 31 March 2022 (updated quarterly)
Australian shares - top 20 by value
The Australian Shares option invests in shares listed in the S&P/ASX 200 index.
View the detailed list of what this option invests in for Accumulation or Income accounts.
Is this option right for you?
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1. The S&P/ASX 200 represents Australia's 200 largest companies listed on the Australian Securities Exchange, selected on the basis of their market capitalisation and liquidity. We do not directly own shares in companies involved in the manufacture of tobacco products, cluster munitions, or landmines.
2. Our total fee includes administration fees (including a Trustee fee paid from the general reserves), investment fees, and indirect cost ratio, which are based on the fees and costs for the financial year ended 30 June 2021. 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.
3. 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.
4. We have the flexibility to invest within these predetermined ranges.
* This option is fully invested in Australian shares, however, it may be appropriate to hold up to 10% in cash to accommodate market changes and timing of transactions.
^ The Australian shares asset class is passively managed by State Street Global Advisors (SSgA). The funds managed by SSgA include an allocation to cash. SSgA's allocation to cash is captured in the Australian shares asset allocation range of 90%-100%.