Objective

To provide a diversified exposure to Overseas 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 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 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 Assets

Strategic Asset Allocation

Overseas shares 100%

Date established

May 2003

Performance

Year ended 30 June	Return (p.a.)
2003	2.1%
2004	14.3%
2005	8.3%
2006	12.9%
2007	20.0%
2008	-19.1%
2009	-10.0%
2010	8.7%
2011	6.9%

More information

For latest returns and market report, see the Performance section