|
Overseas Shares Option
Objective
To provide a diversified exposure to Overseas 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 overseas Stock Exchanges. Share prices may rise or fall due to a company’s performance, industry conditions, or fluctuations in the general market.
Their value will also be subject to currency movements.
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 |
2.1% |
2004 |
14.3% |
2005 |
8.3% |
2006 |
12.9% |
2007 |
20.0% |
For latest returns, close this window and see the Investment Performance page of this web site.
|
