This option is generally suited to investors who

• have an investment timeframe of more than ten years
• want to obtain potentially higher returns over the long term
• are prepared to accept fluctuations in the value of their investment over the short to medium term.

Investment objective

To capture the return of a broadly diversified portfolio of Australian shares, after fees and tax.

Asset allocation

When investing in Australian shares, you are actually buying a part of the companies held within the portfolio. Just as the listed companies' share prices are revalued on a daily basis, the QSuper return will be adjusted to reflect any change to their value. Any imputation credits or any share dividends received are also taken into account before returns for the QSuper options are declared each day. Volatility expected in this asset class is higher than in defensive assets like cash and fixed interest.

Risk

Negative return expected one year in every three years.

 

1. It's important to be aware past performance should not be taken as an indication of future performance.
Crediting rates differ from net returns due to a slight delay in unit prices reflecting the value of the underlying assets. Crediting rates are the returns that are applied daily to members' accounts. The crediting rates quoted for a given period apply to members who have remained in the option/s for the entire period and made no transactions.

2. Based on partial year since this option commenced on 1 January 2005.

3. As at 30 June 2008.

4. This is the estimated fee for the 2008/2009 financial year.

Historical performance

More investment performance and unit prices

Fee