This option caters for return-seeking investors who are willing to take moderate “Risks” with their money, but would still like the safety of a proportion of Cash Enhanced and Fixed Interest in their investment.

Objectives

This option aims to:

  • provide higher returns, mainly from "Capital Growth", than the Stable, Capital Managed and Balanced options; and
  • achieve returns (after tax and other costs) over rolling ten year periods of 3% above "CPI*".

Please note: Returns are not guaranteed.

Investment timeframe

MySuper is suitable for investors with an investment timeframe of seven years.

Risk

Risk level^ Medium to high
Risk band^ 5
Risk of negative return Estimated number of negative annual returns over any 20 year period. 3.5

^Refer to Standard Risk Measure table

Total indirect fees and cost

2017/2018 1.18%** More information

Performance

Investment option FYTD (%) Rolling returns to (%)
1yr 3yr 5yr 7yr 10yr

Asset Allocation

Asset class

Range (%)

Australian Shares

10 - 40

International Shares

15 - 45

Property

0 - 20

Infrastructure

0 - 20

Growth Alternatives

0 - 20

Defensive Alternatives

0 - 15

Global Fixed Interest

0 - 15

Cash Enhanced

0 - 20

The asset allocation for the MySuper investment option will vary from year to year within the ranges shown. This means the Energy Super Board has the flexibility to adjust the allocation to Defensive and Growth assets within these ranges. The Annual Report for each financial year will include more information about the MySuper option’s asset allocations, including actual asset allocations as at end of financial year for each asset class within the option and the actual costs incurred.

For further information on the MySuper option please refer to the Product Disclosure Statement applicable to your account.

For a summary of the Energy Super investment options available to members click here.

All returns shown above are net effective earning rates (i.e. after tax and some fees). The FYTD Return and the 1yr rolling return are not annualised. The returns for all other periods are compound annualised averages. Refer to the Energy Super Annual Report for more information on how rates are calculated.

Investments can go up and down. Past performance is not necessarily indicative of future performance.

* CPI is measured by the All Groups Consumer Price Index For Australia.

** The total indirect fees and costs (including the indirect administration fee) is the estimated cost for the 2017/18 period.

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