The following table is a summary of the Energy Super investment options available to members.
You may also like to see the assets your super is invested in here.
| Investment options | Risk | Investment timeframe (yrs) | Return objective | Growth/ defensive asset split1(%) | Investment Fee2 |
|---|---|---|---|---|---|
| Very Low | 1 or more | To outperform the Bloomberg AusBond Bank Bill Index over rolling 2 years |
Gth: 0 Def: 100 | 0.08 | |
| LifetimePlus - | Low to Medium | Designed to held for the life of member | CPI3 + 2.5% over a rolling 5 years | Gth:35 Def:65 | 0.79 |
| Low to Medium | 3 or more | CPI3 + 1.5% over rolling 10 years |
Gth: 35 Def: 65 | 0.23 | |
| Low to Medium | 3 or more | To outperform the weighted average return from the Bloomberg AusBond Composite Bond Index (50%) and the Barclays Capital Global Aggregate Index (Hedged into Australian dollars) (50%) after tax and fees over rolling 3 years |
Gth: 0 Def: 100 | 0.15 | |
| Medium | 3 or more | CPI3 + 2% over rolling 10 years |
Gth: 50 Def: 50 | 0.28 | |
| MySuper | Med to High | 5 or more | CPI3 + 3% over rolling 10 years |
Gth: 75 Def: 25 | 0.37 |
| Balanced | Med to High | 5 or more | CPI3 + 3% over rolling 10 years |
Gth: 75 Def: 25 | 0.37 |
| High | 5 or more | CPI3 + 3% over rolling 10 years |
Gth: 70 Def: 30 | 0.06 | |
| Growth | High | 7 or more | CPI3 + 3.5% over rolling 10 years |
Gth: 90 Def: 10 | 0.41 |
| High | 10 or more | To outperform the weighted average return from the MSCI All Countries World Index in $A hedged (50%) and the MSCI All Countries World Index in $A unhedged (50%) over rolling 5 years |
Gth: 100 Def: 0 | 0.38 | |
| Very High | 10 or more | To outperform the S&P/ASX 300 Accumulation Index over rolling 5 years |
Gth: 100 Def: 0 | 0.60 |
1 For further information on each investment option's asset allocation please go to the relevant investment option’s webpage.
2 The investment fees are derived from costs incurred in 2017-2018, and are based on the information available to the Trustee for that financial year. They include estimates where actual costs are not available. View more information on fees.
3 CPI is the Australian Consumer Price Index.