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Shares

Australian Shares

investment option icon

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

0.23% 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
Very high

Investors should be aware that a negative annual return is expected greater than six times every 20 years. Read more about the standard risk measure.

Performance

As at 31 January 2021 (updated monthly)
Account 1 month 3 months 1 year 3 years p.a. 5 years p.a. 7 years p.a. 10 years p.a.
Accumulation 1.42% 11.06% -0.95% 7.36% 10.25% 8.36% 8.18%
Income 1.31% 11.91% -0.11% 8.70% 11.76% 9.30% 9.24%
Past performance is not a reliable indicator of future performance.3

Asset allocation

As at 31 December 2020 (updated quarterly)
Assets Allocation Ranges 4
Cash* 0.5% 0 - 10%
Australian shares^ 99.5% 90 - 100%

Fund managers

As at 31 December 2020 (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:

% Asset
Australian shares 99.0%
Futures 0.0%
Cash/liquidity 1.0%

Shareholdings

As at 31 December 2020 (updated quarterly)

Australian shares - top 20 by value

The Australian Shares option invests in shares listed in the S&P/ASX 200 index.

No. Stock
1 Commonwealth Bank of Australia
2 CSL Limited
3 BHP Limited
4 National Australia Bank Limited
5 Westpac Banking Corporation
6 ANZ Banking Group Limited
7 Wesfarmers Limited
8 Woolworths Group
9 Macquarie Group Limited
10 Rio Tinto Limited
11 Fortescue Metals
12 Transurban Group
13 Telstra Corporation Limited
14 Goodman Group
15 Afterpay Limited
16 Coles Group Limited
17 Woodside Petroleum Limited
18 Newcrest Mining Limited
19 Aristocrat Leisure
20 Xero Limited

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.
2. 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.
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. QSuper has 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%.

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