Australian Shares Index
A portfolio of listed Australian shares.
Option: Australian Shares Index
Summary
10-year returns as at 30 June 2025
9.09% p.a.
Returns over the last 10 years1
7+ years
Suggested timeframe
0.08% p.a.
Fees2 + admin fees and costs
Who it suits
Suitable if you're an investor who:
- wants a portfolio of listed Australian shares
- is willing to take higher risk for higher long-term returns and wants an option that's lower cost than an actively managed option
- is prepared to accept that shares are very likely to have negative returns over the short to medium term
- is prepared to accept the option may not be suitable if you have a low risk tolerance, are seeking to preserve your super, or are likely to need access to your super in the next few years.
Risk
Expected number of years of negative annual returns in any 20 years: 6 or more. The risk is based on the standard risk measure (SRM)^.
Investment objective
Closely match the returns of the performance benchmark (MSCI Australia 300 Index) and maintain a lower weighted carbon intensity.
Option size
Super assets:
$7.9 billion
Pension assets:
$1.5 billion
^For more definitions
Australian Shares Index performance
As at 30 June 20251
Australian shares were among the best performing in the developed world over the quarter. While the materials sector lost ground, all other major industry groups enjoyed positive returns, with shares in the IT, financials and telecommunications sector the best performing.
| Accumulation accounts | Retirement Income accounts | |
|---|---|---|
| 10 years (p.a.) | 9.09% | 10.12% |
| 7 years (p.a.) | 9.10% | 10.09% |
| 5 years (p.a.) | 11.83% | 13.02% |
| 3 years (p.a.) | 13.24% | 14.45% |
| 1 year | 13.44% | 14.67% |
| 3 months | 8.55% | 9.40% |
Past performance isn't a reliable indicator of future performance. Returns shown are after investment fees and costs, transaction costs and investment taxes (where relevant) but before all other fees and costs. Returns shown here for our Accumulation account are also the returns that apply for Transition to Retirement income accounts. Tax generally doesn't apply to investment earnings in Retirement Income accounts.
Australian Shares Index asset allocation
| Strategic asset allocation | |
|---|---|
| Australian shares | 100% |
| Total | 100% |
From 1 July 2025. For more information on these asset classes, strategic asset allocations, and allowable ranges, read the PDS that applies to you.
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