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  5. AustralianSuper International Shares Hedged - Managed fund profile

AustralianSuper International Shares Hedged - Managed Fund (Closed)

Fund Objective
To outperform (after fees and taxes) the return of the MSCI World All Countries (ex Australia) Hedged Index.
Fund Strategy
This option invests in a wide range of companies listed on securities exchanges around the world, including developed and emerging markets. It is fully hedged into Australian dollars to reduce the impact of currency movements. This option is designed for members seeking strong long-term capital growth who are willing to accept short-term fluctuations in returns but want to be protected from currency movements.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -1.94% 7.51% 0.19% 5.03% 7.87% 11.7% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Vanguard Intl Shares Index Hdg AUD TR)
Total return 0.87% 5.67% 9.66% 13.17% 16.48% 15.02% 12.89% 11.13%
As at 31 Dec 2015. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AustralianSuper International Shares Hedged
International Equities
100%
Australian Equities
0%
Cash
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
International Equities
98.09%
Australian Equities
0.07%
Cash
1.42%
Property
0.41%
Alternatives
0.01%

General Information

Fund Details
Type Description
AustralianSuper International Shares Hedged
Closed
AustralianSuper Pty Ltd
Equity World - Currency Hedged
starstarstar (as at 29 Feb 2016)
Superannuation Fund
1 Oct 2012
$87.31 million (as at 31 Dec 2015)
n/a
n/a
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.34% (as at 30 Jun 2015)
Performance fee (not included in ICR) -0.14
Minimum initial investment $10,000.00
Minimum additional investments
Minimum redemption amount

FAQs about the AustralianSuper International Shares Hedged

The objective of the AustralianSuper International Shares Hedged managed fund is To outperform (after fees and taxes) the return of the MSCI World All Countries (ex Australia) Hedged Index.

The strategy of the AustralianSuper International Shares Hedged managed fund is This option invests in a wide range of companies listed on securities exchanges around the world, including developed and emerging markets. It is fully hedged into Australian dollars to reduce the impact of currency movements. This option is designed for members seeking strong long-term capital growth who are willing to accept short-term fluctuations in returns but want to be protected from currency movements.

The APIR code of the AustralianSuper International Shares Hedged managed fund is .

AustralianSuper International Shares Hedged’s total return last month was -1.94%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2015.

AustralianSuper International Shares Hedged’s total return for the last three months was 7.51%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Dec 2015.

AustralianSuper International Shares Hedged’s one-year total return is 5.03%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2015.

AustralianSuper International Shares Hedged’s one-year total return is 11.7%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2015.

The asset allocation of the AustralianSuper International Shares Hedged managed fund is :

International Equities
100%
Australian Equities
0%
Cash
0%
Property
0%
Alternatives
0%

The Responsible Entity for the AustralianSuper International Shares Hedged managed fund is AustralianSuper Pty Ltd.

The AustralianSuper International Shares Hedged managed fund belongs to the Equity World - Currency Hedged sector/asset class.

As at 31 Dec 2015, the size of the AustralianSuper International Shares Hedged managed fund was $87.31 million.

The AustralianSuper International Shares Hedged managed fund has an inception date of 1 Oct 2012.

The current entry price of the AustralianSuper International Shares Hedged managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the AustralianSuper International Shares Hedged managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the AustralianSuper International Shares Hedged managed fund is $10,000. Minimum additional investment is $0.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.