International Shares Unhedged Index |Australian Retirement Trust

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Summary

As at 31 March 2024

12.39% p.a.

Returns over the last 10 years¹

7+ years

Suggested timeframe

0.09% p.a.

Fees² + admin fees and costs

Who it suits

Suitable if you're an investor who:

wants a portfolio of listed international shares with currency exposure not hedged back to the Australian dollar
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 and that currency movements will affect their value
is prepared to accept very high levels of volatility in returns from year to year.

Risk

Very low
Low
Low to medium
Medium
Medium to high
High
Very high

You could expect this option to have a negative annual return 6 or more times in any 20 years. The risk is based on the standard risk measure (SRM).

Investment objective

Closely match the returns of the performance benchmark while maintaining a lower weighted carbon intensity.

Option size

Super assets:	$2.1 billion
Pension assets:	$322.4 million

International Shares Unhedged Index performance

As at 31 March 2024¹

Australian Retirement Trust’s International Shares Unhedged Index portfolio, for Accumulation accounts generated returns of 11.9% for the quarter and 24.8% for the year to 31 March 2024.

The Australian dollar weakened against foreign currencies over the quarter, resulting in the outperformance of the International Shares Unhedged Index option compared to the International Shares Hedged Index option.

	Accumulation accounts	Retirement Income accounts
10 years (p.a.)	12.39%	13.36%
7 years (p.a.)	12.31%	13.34%
5 years (p.a.)	12.43%	13.53%
3 years (p.a.)	12.40%	13.44%
1 year	24.80%	27.10%
3 months	11.86%	12.91%

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 TTR income accounts. Tax generally doesn't apply to investment earnings in Retirement Income accounts.

International Shares Unhedged Index asset allocation

	Asset allocation³
Australian shares	0%
International shares	100%
Fixed Income	0%
Unlisted Assets and Alternatives	0%
Cash	0%
Total	100%

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Footnotes

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 in the Summary table above are for Accumulation accounts. To show the performance of the Accumulation and Retirement Income accounts, we've used Sunsuper for life International Shares Unhedged Index option returns up to 28 February 2022, then Super Savings International Shares Unhedged Index option returns after that date.
Fees refers to investment fees and costs and transaction costs.
From 1 July 2024. For more information on these asset classes, strategic asset allocations, and allowable ranges, read the PDS that applies to you.

Main region

International Shares Unhedged Index