Australian Shares
Objective
To provide a diversified exposure to Australian listed companies. More specifically, returns after tax and fees that exceed CPI increases by at least 4.5% pa over rolling 5 and 7 year periods will be sought.Risk/Return Profile
High risk and high returnsDefinition
Buying a portion, or share in particular companies that are generally listed on the Australian Stock Exchange (ASX). Share prices may rise or fall due to a company’s performance, industry conditions, or fluctuations in the general market.Suitability
Members who are comfortable with a higher risk component of a diversified Build Your Own option and who can tolerate short term market fluctuations in pursuit of a greater return over the long term.Target Asset Allocation
100% Growth AssetsStrategic Asset Allocation
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Date established
May 2003Performance
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Year ended 30 June
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Return (p.a.)
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2003
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4.4%
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2004
|
22.0%
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2005
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26.3%
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2006
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22.6%
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2007
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30.7%
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2008
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-13.0%
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2009 |
-12.2% |
2010 |
13.5% |
2011 |
16.7% |










