Australian Shares

Invests only in Australian shares.


Return target is to outperform the S&P/ASX 200 Accumulation Index over rolling 5 year periods after fees and taxes.

Best suited to

Those seeking high returns from Australian shares only, or those wanting to build their own investment strategy when combined with other single asset class options.

Suggested minimum holding period

7 years

Estimated fees and costs

Administration: 0.18% p.a. plus flat fee of $1.50 p/w
Investment management: 0.34%
Indirect costs: 0.14%

See the Fees and other costs section of the Investment choice guide for a full explanation of the costs for each investment option.


Level of investment risk: Very high

Very High Risk (Scale 7 of 7)

Negative returns expected 6.1 out of 20 years.

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