Shares Plus
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Investment objectives and strategies

  • Achieve high, long-term returns (after fees and tax) that exceed the return of the Balanced option over rolling five year periods and acknowledging the chance of significant fluctuations in returns.
  • Invest in long-term growth assets,accepting the prospect of negative returns is increased.
  • Achieve returns that are above the average return of other similar funds.

Risk / return profile

  • High
  • Likelihood of a negative annual return in any one year: one in every three to four years.

Investment style

  • Pre-mixed option.
  • Contains the highest investment in assets with potential for capital growth.

Asset mix

Range

Benchmark

Growth assets
85%
Australian shares 30-50% 38%
International shares 20-40% 34%
Unlisted assets

- Infrastructure 0-10% 3%
- Private equity 0-15% 6%
- Alternatives 0-10% 1%
Property 0-15% 3%
Defensive assets
15%
Unlisted assets

- Infrastructure 0-5% 1%
- Private Equity 0-5% 0%
- Alternatives 0-5% 3%
Property 0-10% 5%
Australian fixed interest 0-10% 3%
International fixed interest 0-10% 3%
Cash 0-10% 0%


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