Our Australian Shares – Indexed investment option is designed to grow your capital while minimising the fees you pay. It’s a very high-risk option that seeks to add moderate value to an existing index through enhanced passive management, helping you to achieve capital growth and income growth (via dividends) over the long term.
* Investment costs are based on estimated and actual information from the previous financial year. The costs payable in future years may be higher or lower. Administration and other fees apply. For a full breakdown of fees and costs, see our fees and costs page or Section 6 of the Member Guide.
^ The Australian Shares – Indexed investment option was introduced on 18 March 2022. Investment return over 10 years to 31 October 2023, net of investment fees and costs. Administration and other costs apply. Returns won’t display for options younger than 10 years. See the investment returns page for returns over all available periods.
Members with a five years-plus investment time frame who are seeking exposure to a highly diversified portfolio of companies listed on the Australian Securities Exchange (ASX) and who are focused on minimising fees.
It uses an indexed enhanced strategy based upon an established market index and then seeks to add modest value by exploiting market inefficiencies. It aims to achieve capital growth and income growth via dividends over the long term.
Asset class | Benchmark | Range |
---|---|---|
Australian shares | 100% | 90-100% |
Cash | 0% | 0-10% |
Investment managers may invest a proportion of this option’s assets in cash for management purposes from time to time.
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