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Australian Shares Option
Objective
To provide a diversified exposure to Australian listed companies. More specifically, returns after tax and fees that exceed CPI increases by at least 3 % pa over rolling 5 and 7 year periods will be sought.
Risk/Return Profile
High risk and High returns.
Definition
Buying a portion, or share, in particular companies that are generally listed on the Australian Stock Exchange. Share prices may rise or fall due to a company’s performance, industry conditions, or fluctuations in the general market.
Suitability
Members who are looking for a return-seeking, higher risk component of a diversified Build Your Own Option and who have the ability to withstand short-term fluctuations in returns.
Strategic Asset Allocation
Date established
May 2003.
Investment Performance
Year ended 30 June |
Return (p.a.) |
2003 |
4.4% |
2004 |
22.0% |
2005 |
26.3% |
2006 |
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2007 |
30.7% |
For latest returns, close this window and see the Investment Performance page of this web site.
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