Australian Shares
If you are a long-term investor and want exposure to investments 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, costs and tax, where relevant.1
Timeframe
10 years
Suited to investors with a minimum recommended investment timeframe of 10 years.
Cost of product for $50,0002
$155 p.a.
Cost of product is a summary of ongoing fees and costs that can affect your super investment over 1 year. 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 6 times in any 20 years. Read more about the standard risk measure.
Performance
As at 31 August 2023 (updated monthly)
Asset allocation
As at 30 June 2023 (updated quarterly)
| Assets |
Allocation |
Ranges 4 |
|
Cash* |
0.2% |
0 - 10% |
|
Australian shares^ |
99.8% |
90 - 100% |
Shareholdings
As at 30 June 2023 (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. Information on exclusions that are applied to the Australian and International Shares asset classes across all QSuper options is outlined in our Investment Guide (pdf). The objective is stated after investment fees and costs, transaction costs, and investment taxes where relevant.
2. The cost of product assumes a balance of $50,000 at the beginning of the year, and is based on fees and costs for the year ended 30 June 2023. Other fees and costs may apply. If you have insurance, premiums will apply. Investment fees and costs includes an amount of 0.00% for performance fees. Read the Accumulation account product disclosure statement (PDS) for full details.
3.Returns are net of administration fees and costs, investment fees and costs, transaction costs and investment taxes where relevant, deducted from the unit price. For periods greater than 1 year, the return is a compound annualised return.
4. We have the flexibility to invest within these predetermined ranges.
* This option is fully invested in Australian shares, but 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%.