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High Growth Index

A diversified portfolio of listed assets with around 90% growth assets (Australian and international shares).

We launched a new investment option menu on 1 July 2024.  Please visit the info hub to learn how this affects Accumulation and Income accounts.

Summary

As at 1 July 2024

1 July 2024

Option established

7+ years

Suggested timeframe

0.09% p.a.

Fees1 + admin fees and costs

Who it suits

Suitable if you're an investor who:

  • wants a diversified portfolio of listed assets with around 90% growth assets
  • is willing to take higher risk for higher long-term returns and wants an option that's lower cost than an actively managed option
  • is prepared to accept the option can have negative returns over the short and medium term and has a higher allocation to growth assets than the High Growth option. It invests in listed asset classes that follow market indices and so will generally have lower fees than some of the actively managed diversified options
  • is prepared to accept high levels of volatility in returns from year to year.

Risk2

 
  • Very low
  • Low
  • Low to medium
  • Medium
  • Medium to high
  • High
  • Very high

Expected number of years of negative annual returns in any 20 years: 4 to less than 6. The risk is based on the standard risk measure (SRM).

Investment objective2

Accumulation and TTR Income accounts: CPI + 3.5% p.a.
Retirement Income accounts: CPI + 4.0% p.a.

Option size

Super assets: $XX.X billion
Pension assets: $X.X billion

High Growth Index asset allocation


 

Strategic asset allocation3
Australian shares
41.0%
International shares
49.0%
Fixed income
10.0%
Cash
0%
Total 100%

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  1. Fees refers to investment fees and costs and transaction costs.
  2. When reading the objectives and/or risks please also read the information in the PDS that applies to you.
  3. From 1 July 2024. For more information on these asset classes, strategic asset allocations, and allowable ranges, read the PDS that applies to you.