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International Shares Hedged Index

A portfolio of listed international shares. Currency exposure is hedged back to the Australian dollar.

Summary

As at 30 June 2024

 

9.33% p.a.

Returns over the last 10 years1

7+ years

Suggested timeframe

0.09% p.a.

Fees2 + admin fees and costs

Who it suits

Suitable if you're an investor who:

  • wants a portfolio of listed international shares with currency exposure hedged back to the Australian dollar
  • 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 that shares are very likely to have negative returns over the short to medium term
  • is prepared to accept very high levels of volatility in returns from year to year.

Risk

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

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

Investment objective

Closely match the returns of the performance benchmark while maintaining a lower weighted carbon intensity.

Option size

Super assets: $1.12 billion
Pension assets: $310.9 million

International Shares Hedged Index performance

As at 30 Jun 2024 1

Our International Shares Hedged Index option produced returns of 2.7% for the quarter and 17.5% for the year to June 2024.

The Australian dollar rose in value against a range of foreign currencies over the quarter, resulting in the outperformance of the International Shares Hedged Index option compared to the International Shares Unhedged Index option.

Accumulation accounts Retirement Income accounts
10 years (p.a.) 9.33% 10.17%
7 years (p.a.) 9.47% 10.25%
5 years (p.a.) 10.00% 10.84%
3 years (p.a.) 6.15% 6.61%
1 year 17.53% 18.98%
3 months 2.68% 2.92%

Past performance isn't a reliable indicator of future performance. Returns shown are after investment fees and costs, transaction costs and investment taxes (where relevant) but before all other fees and costs. Returns shown here for our Accumulation account are also the returns that apply for Transition to Retirement income accounts. Tax generally doesn't apply to investment earnings in Retirement Income accounts.

International Shares Hedged Index asset allocation

 

 Strategic asset allocation3
Australian shares
0%
International shares
100%
Fixed Income
0%
Unlisted Assets and Alternatives
0%
Cash
0%
Total 100%

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  1. Past performance isn't a reliable indicator of future performance. Returns shown are after investment fees and costs, transaction costs and investment taxes (where relevant) but before all other fees and costs. Returns shown in the Summary table above are for Accumulation accounts. To show the performance of Accumulation and Retirement Income accounts, we have used Sunsuper for life International Shares Hedged Index option returns up to 28 February 2022, then Accumulation International Shares Hedged Index option returns after that date.
  2. Fees refers to investment fees and costs and transaction costs.
  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.