The International Sustainable Shares Investment Option is one of nine DIY Mix Investment Options available to AustralianSuper members.

AustralianSuper’s other DIY Mix Investment Options include Australian Shares, International Shares, Australian Sustainable Shares, Property, Australian Fixed Interest, Diversified Fixed Interest, International Fixed Interest and Cash.

 

Investment results for International Sustainable Shares

Investment strategy

This option is invested with an international shares manager which uses environmental, social and governance considerations to select shares.

Currency hedging is not used, meaning the option is fully exposed to foreign exchange movements.

Investment objective

To outperform the MSCI World Net Dividend Reinvested Unhedged Index over the medium to long‑term*.

Minimum investment timeframe

Long-term: If you choose this option, be prepared to stay invested in it for more than 5 years before it meets its objectives.

Risk classification

High risk: Returns can fluctuate considerably from year to year.

Expected frequency of negative annual return

Approximately 3 years in every 10.

Range of annual returns to date

Since this option was offered in 2002, its annual investment returns have been within the range shown:

Date of inception

1/01/2002

Investment management fee:

2009    0.7%

* Please note that the returns quoted are net of fees and tax. The 1 year, 3 year, 5 year and since inception figures, where they appear, are rolling returns as at 30 June 2008. These historical returns are the combined return information from previous ARF and STA investment options.

Where only one of the merging funds previously offered an equivalent to an option in the new product suite, the returns of that option have been used. Where both funds offered an equivalent option, the returns have been asset weighted across both options on a monthly basis, as per industry best practice. Where data isn’t available for one or both of the equivalent options, the monthly returns have been averaged. The same process has been used for calculating historical investment fees. Investment returns are not guaranteed as all investments carry some risk. Past performance gives no indication of future returns.

The strategic asset allocation and other information shown in this section is current as at 30 June 2008. The Trustee may alter the strategic asset allocation or the composition of individual asset classes from time to time to suit prevailing market circumstances.

Read about our Crediting Policy