Australian shares

The Australian shares option aims to maximise long-term investment returns through diversified investments in Australian shares. Returns are likely to be volatile. 

Australian Shares

This option may be suitable if you’re seeking a high level of capital growth over the long term (more than 10 years) by investing in a diversified portfolio of Australian shares. You’re comfortable with substantial risk and volatility. The graph shows the value of an initial investment of $1,000 in this option over time.

    Data

    Investment performance shown to 30 March 2021 is for MTAA Super’s Australian shares investment option.

    To meet or exceed the return to the S&P/ASX 300 Accumulation Index, including franking credits but before fees and tax.

    Deducted from investment returns before unit prices are determined and directly applied to your account. See Important information below.

    Risk Band 6: You may expect 4-6 negative annual returns in a 20-year period.

    Crediting rates with MTAA Super prior to 2017 have been converted to unit prices. Before 22 April 2017, MTAA Super used crediting rates to apply the returns for each investment option to members.

    Australian Shares

    It may be suitable if you’re seeking a high level of capital growth over the long term (more than 10 years) by investing in a diversified portfolio of Australian shares. You’re comfortable with substantial risk and volatility. The graph shows the value of an initial investment of $1,000 in this option over time.

      Data

      Investment performance shown to 30 March 2021 is for MTAA Super’s Australian shares investment option.

      To meet or exceed the return to the S&P/ASX 300 Accumulation Index, including franking credits but before fees and tax.

      Deducted from investment returns before unit prices are determined and directly applied to your account. See Important information below.

      Risk Band 6: You may expect 4-6 negative annual returns in a 20-year period.

      Crediting rates with MTAA Super prior to 2017 have been converted to unit prices. Before 22 April 2017, MTAA Super used crediting rates to apply the returns for each investment option to members.

      Australian Shares

      This option may be suitable if you’re seeking a high level of capital growth over the long term (more than 10 years) by investing in a diversified portfolio of Australian shares. You’re comfortable with substantial risk and volatility. The graph shows the value of an initial investment of $1,000 in this option over time.

        Data

        Investment performance shown to 30 March 2021 is for MTAA Super’s Australian shares investment option.

        To meet or exceed the return to the S&P/ASX 300 Accumulation Index, including franking credits but before fees and tax.

        Deducted from investment returns before unit prices are determined and directly applied to your account. See Important information below.

        Risk Band 6: You may expect 4-6 negative annual returns in a 20-year period.

        Crediting rates with MTAA Super prior to 2017 have been converted to unit prices. Before 22 April 2017, MTAA Super used crediting rates to apply the returns for each investment option to members.

        Strategic Asset Allocation

        This is the target range for holdings in each asset class within an option. The asset allocation may be re-balanced within these ranges to help achieve the option’s investment return objective.

        Investment fees are calculated looking back at 30 June each year and are estimates only. The actual investment fees for the current financial year may vary with large investment acquisitions, divestments and/or changes in portfolio managers. Investment fees are disclosed gross of income tax. Any benefit of an income tax deduction relating to these fees will be applied to your account as part of the unit price for that option.

        Next steps

        Get Advice

        As a Spirit Super member, you have access to advice from our super experts.

        Grow your super

        By adding a little extra when you can, you’ll super-charge your savings over the long term.

        Related resources

        We're experiencing high call volumes. Thanks for your patience as we work to reduce call times. Forgot your member number? Find it now...