Investments

I see how powerful the markets are but I know I don't own enough shares to make a difference on my own....at the same time, I see there's a lot of potential to have an impact, and super funds have that influence. We've all got a part to play in navigating an uncertain future and I want to see my super fund take the opportunity to lead.

Stefan
VicSuper member

Capital Secure Option

Capital Secure Option

This option has a 20% allocation to growth assets (equities) and a low to moderate risk of fluctuating returns. Over the long term, returns are expected to be low to moderate.

Risk & return

LOW-MOD

How are your savings invested?

20% of your savings is invested in growth assets (equities). The remaining 80% is invested in cash, fixed interest investments and property.

Investment objective

VicSuper Scheme and VicSuper Beneficiary Account

To earn an investment return of 2% per annum (after tax) above the rate of inflation over rolling 10-year periods.

VicSuper Pensions

To earn an investment return of 2.5% per annum above the rate of inflation over rolling 10-year periods.

Likelihood of fluctuations in annual investment returns

This option has a low to moderate probability of experiencing fluctuations in investment returns in any one year.

Note: The higher the likelihood of fluctuations in annual investment returns, the greater the likelihood of negative returns.

Strategic asset allocation at 1 July 2010

Capital Secure

The investment objective is based on advice from Frontier Investment Consulting Pty Ltd and is subject to review. Frontier Investment Consulting Pty Ltd has consented to this information being included on this website. It is important to note that this information is predictive in character, may be affected by inaccurate assumptions or by known or unknown risks and uncertainties, and may differ materially from results ultimately achieved.  

 

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Choosing your investment options

Shareholdings

Corporate governance