Australian Shares Pension option

Overview

To provide long-term growth accompanied by very high levels of risk through investment in Australian and New Zealand companies with a bias to smaller companies.

The Fund aims to exceed the return of the ASX300 Total Return Index after taking into account fees and taxes over a 7 year period.

Minimum investment timeframe	7 years
Risk level	Very high
Investors that the Fund may suit	Members seeking capital growth through long-term investments who have a higher tolerance for risk.

Read the PDS

Asset allocation

As at 1 November 2023.

This information is subject to change.

1. The asset allocation shown is a strategic asset allocation and the actual allocation may vary within the range due to market movements, investments into or withdrawals from the option, or changes in the nature of the investment.

2. No more than 20% of the option’s exposure to Australian and New Zealand shares will come from securities listed on the New Zealand stock exchange.