Australian
shares

Aim

To provide a diversified investment in Australian shares.

Objective

To earn at least the benchmark return for Australian shares (S&P/ASX 300 Accumulation Index)
over a rolling 10 year period, net of tax and fees.

Strategy

Invest all of the assets in the Australian share market.

Strategic asset allocation

Australian Shares 90% – 100%

Cash 0% – 10%

Suitability

For members who:

• have a long timeframe for their investment (7 years or more);

• can tolerate risk and investment losses from time to time; and

• understand the gains and losses that can occur in any share market.
  

Minimum investment time frame

If you choose this option, be prepared to stay invested for 7 years or more before it meets its objectives.

Expected frequency of a negative annual return

To have no more than six negative annual returns in any 20 year period (on average).

Annual returns