Australian shares

The Australian shares option aims to generate high long-term investment returns through diversified investments in Australian shares. Returns are likely to be very volatile. 

Effective date: 27 Nov 2023

Australian shares

This option may be suitable if you’re seeking a high level of capital growth over the long term (more than 10 years) by investing in a diversified portfolio of Australian shares. You’re comfortable with substantial risk and volatility. The graph shows the value of an initial investment of $1,000 in this option over time.

    Data

    Investment performance shown to 31 March 2021 is for MTAA Super’s Australian shares investment option.

    The investment performance figure is normally updated every business day when unit prices are updated, and is net of fees, costs and investment-related taxes. See Important information below for more details.  

    Past performance isn’t a reliable indicator of future performance. 

     

    To meet or exceed the return to the S&P/ASX 300 Accumulation Index, including franking credits but before fees, costs and investment-related taxes.

    Deducted from investment returns before they’re allocated to your account through the daily determination of unit prices. See Important information below.

    Risk Band 6: You may expect 4-6 negative annual returns in a 20-year period.

    Australian shares

    This option may be suitable if you’re seeking a high level of capital growth over the long term (more than 10 years) by investing in a diversified portfolio of Australian shares. You’re comfortable with substantial risk and volatility. The graph shows the value of an initial investment of $1,000 in this option over time.

      Data

      Investment performance shown to 31 March 2021 is for MTAA Super’s Australian shares investment option.

      The investment performance figure is normally updated every business day when unit prices are updated, and is net of fees, costs and investment-related taxes. See Important information below for more details.  

      Past performance isn’t a reliable indicator of future performance. 

       

      To meet or exceed the return to the S&P/ASX 300 Accumulation Index, including franking credits but before fees, costs and investment-related taxes.

      Deducted from investment returns before they’re allocated to your account through the daily determination of unit prices. See Important information below.

      Risk Band 6: You may expect 4-6 negative annual returns in a 20-year period.

      Australian shares

      This option may be suitable if you’re seeking a high level of capital growth over the long term (more than 10 years) by investing in a diversified portfolio of Australian shares. You’re comfortable with substantial risk and volatility. The graph shows the value of an initial investment of $1,000 in this option over time.

        Data

        Investment performance shown to 31 March 2021 is for MTAA Super’s Australian shares investment option.

        The investment performance figure is normally updated every business day when unit prices are updated, and is net of fees, costs and investment-related taxes. See Important information below for more details.  

        Past performance isn’t a reliable indicator of future performance. 

         

        To meet or exceed the return to the S&P/ASX 300 Accumulation Index, including franking credits but before fees, costs and investment-related taxes.

        Deducted from investment returns before they’re allocated to your account through the daily determination of unit prices. See Important information below.

        Risk Band 6: You may expect 4-6 negative annual returns in a 20-year period.

        Strategic asset allocation

        This is the target range for holdings in each asset class within an option. The asset allocation may be re-balanced within these ranges to help achieve the option’s investment return objective.

        Investment fees and costs and transaction costs 

        The investment and transaction fees and costs are estimates only. The actual fees and costs may vary from year to year. For more details, read our Fees and costs fact sheet (super members) or our Pension guide.

        Unit prices  

        Normally, unit prices will be determined for each business day and posted to our investment option pages. We may defer or delay the determination of unit prices whenever we consider this to be in the best financial interests of members. A business day is generally considered to be Monday through Friday and excludes weekends and national public holidays. 

        Next steps

        Get advice

        As a Spirit Super member, you can get advice from our super experts.

        Grow your super

        By adding a little extra when you can, you’ll super-charge your savings over the long term.

        Related resources

        Scheduled outage - We are making improvements to Member Online this weekend. It will be unavailable from 8:30pm Friday 1 December - 5pm Saturday 2 December. We apologise for any inconvenience and thank you for your understanding.