Important info on investment options.

When looking at your investment options, remember that objectives are not a promise or guarantee of a particular return. Asset allocations are indicative only and from time to time there may be some variation depending on the experience of the underlying funds, investment market fluctuations or asset allocation decisions.

LifeStage Tracker® - Balanced
Under 40s mix 40s mix 50s mix Over 60s mix
Objective To get returns (after tax and fees) that exceed the Consumer Price Index (CPI) by at least 3.5% p.a. over rolling 5-year periods. To get returns (after tax and fees) that exceed the Consumer Price Index (CPI) by at least 3% p.a. over rolling 5-year periods. To get returns (after tax and fees) that exceed the Consumer Price Index (CPI) by at least 2% p.a. over rolling 3-year periods. To get returns (after tax and fees) that exceed the Consumer Price Index (CPI) by at least 1% p.a. over rolling 2-year periods.
Strategy To invest 85% in shares and Australian listed property, with the remainder invested in Australian cash & fixed interest. To invest 70% in shares and Australian listed property, with the remainder invested in Australian cash & fixed interest. To invest 50% in shares and Australian listed property, with the remainder invested in Australian cash & fixed interest. To invest 20% in shares and Australian listed property, with the remainder invested in Australian cash & fixed interest.
Likelihood of negative annual return Once every 4 years Once every 4.5 years Once every 5.5 years Once every 8 years
Risk/Return High risk High return Medium/high risk Medium/high return Medium risk Medium return Low risk Low return
Investment timeframe At least 7 years At least 5 years At least 4 years At least 2 years
Asset allocation balanced pie graph balanced pie graph balanced pie graph balanced pie graph
  • Australian Shares %
  • International Shares %
  • Australian Listed Property %
  • Cash and Fixed Interest %
LifeStage Tracker® - Aggressive
Under 40s mix 40s mix 50s mix Over 60s mix
Objective To get returns (after tax and fees) that exceed the Consumer Price Index (CPI) by at least 4.0% p.a. over rolling 7-year periods. To get returns (after tax and fees) that exceed the Consumer Price Index (CPI) by at least 3% p.a. over rolling 5-year periods. To get returns (after tax and fees) that exceed the Consumer Price Index (CPI) by at least 3.5% p.a. over rolling 5-year periods. To get returns (after tax and fees) that exceed the Consumer Price Index (CPI) by at least 2% p.a. over rolling 3-year periods.
Strategy To invest 100% in shares. To invest 85% in shares and Australian listed property, with the remainder invested in Australian cash & fixed interest. To invest 70% in shares and Australian listed property, with the remainder invested in Australian cash & fixed interest. To invest 50% in shares and Australian listed property, with the remainder invested in Australian cash & fixed interest.
Likelihood of negative annual return Once every 4 years Once every 4 years Once every 4.5 years Once every 5.5 years
Risk/Return High risk High return Medium/high risk Medium/high return Medium risk Medium return Low risk Low return
Investment timeframe At least 7 years At least 7 years At least 5 years At least 4 years
Asset allocation aggressive pie graph aggressive pie graph aggressive pie graph aggressive pie graph
  • Australian Shares %
  • International Shares %
  • Australian Listed Property %
  • Australian Cash and Fixed Interest %
Select Your Own
Australian Shares International Shares Listed Property Cash & Fixed Interest
Objective To achieve returns (after tax and fees) that exceed the Consumer Price Index (CPI) by at least 3.5% pa over rolling 7-year periods. To achieve returns (after tax and fees) that exceed the Consumer Price Index (CPI) by at least 3.5% pa over rolling 5-year periods. To achieve returns (after tax and fees) that exceed the Consumer Price Index (CPI) by at least 2.5% pa over rolling 5-year periods. To achieve returns (after tax and fees) in line with the Consumer Price Index (CPI) over rolling 1-year periods.
Strategy To invest 100% in Australian shares. To invest 100% in International shares. To invest 100% in Australian listed property. To invest 100% in Australian fixed interest securities and cash.
Likelihood of negative annual return Once every 3.5 years Once every 3.5 years Once every 4 years Once every 9 years
Risk/Return High risk High return High risk High return Medium/high risk Medium/high return Low risk Low return
Investment timeframe At least 7 years At least 7 years At least 5 years 1 to 2 years
Asset allocation select your own pie graph select your own pie graph select your own pie graph select your own pie graph
  • Australian Shares %
  • International Shares %
  • Listed Property %
    • Australian Fixed
      Interest %
    • Cash %
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Inside, the year that was.

  1. The run down on 2010/2011
  2. The run down on 2010/2011 cont’d
  3. How your super is invested
  4. Important info on investment options
  5. 2010/11 market review
  6. 2010/11 market review cont’d
  7. More investment information
  8. Performance to June 2011
  9. Key fund information
  10. Virgin Super’s financials