Alternatives

Behind each tab below you will find information to help you understand this option, including asset allocation, investments risks, investment style, fees and return targets.

View Our investment performance to see how the different investment options have performed over the long-term.

View our different investment options:

Comparison between Return target and Return

Return

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For the year ended Return
30 Jun 2017 13.21 %
30 Jun 2016 10.77 %
30 Jun 2015 19.94 %
30 Jun 2014 11.91 %
30 Jun 2013 14.48 %
30 Jun 2012 0.17 %
30 Jun 2011 9.91 %
30 Jun 2010 -4.69 %
30 Jun 2009 -25.9 %
30 Jun 2008 -6.63 %

Return target

3.0% pa To outperform CPI (after tax and investment expenses) by at least 3.0% pa over the long term

Level of investment risk

Medium-high Likelihood of a negative return

Statement of fees and other costs

$1,394 For a member with a $50,000 balance

Suitability

Members who seek strong returns over the long-term and are prepared to accept a higher level of risk to achieve this

Investment style

Invests primarily in unlisted assets

Time horizon

10 or more years

Target asset allocation

  • Private Equity
  • Infrastructure
  • Property
  • Infrastructure
  • Property
  • Other
  • Credit Opportunities
  • Alternatives
  • Other
  • Credit Opportunities
  • Alternatives

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Asset class Return Target asset allocation
Growth assets 40.05%
Private Equity 0.0-25.0 3.50 %
Infrastructure 0.0-75.0 22.75 %
Property 0.0-50.0 13.80 %
Other
Credit Opportunities 0.0-15.0 0%
Alternatives 0.0-0.20 0%
Defensive assets 59.95%
Infrastructure 0.0-75.0 22.75 %
Property 0.0-50.0 9.20 %
Other
Credit Opportunities 0.0-50.0 28.00 %
Alternatives 0.0-20.0 0%
Total 100%

Comparison between return target and return

These graphs show the net investment return achieved by the investment option for each full financial year of the last 10 years. Where that option has been in operation for less than 10 years, the graphs show the returns for the full financial years since inception. There is a separate graph for the super fund and income stream.

 Please note: Where the option has been in operation for less than 10 years there is no 10 year moving average return or 10 year moving average return target. 

CPI

Refers to the Consumer Price Index, an inflationary indicator that measures the change in the cost of a fixed basket of products and services, as released by the Australian Bureau of Statistics.

Investment objective

The return expectations of the portfolio based on the current strategic asset allocation and our estimates of return expectations across the various asset classes that the Fund invests in. It is expected that the Fund will deliver this investment objective over a specified time period.

Investment risk

Shows the level of investment risk associated with the investment option, in accordance with the prescribed risk labels set out in the Standard Risk Measure developed by the Association of Superannuation Funds of Australia and the Financial Services Council.

Return

The investment return reported is as required by law. It is the investment return less the cost of investing and less administration fees and costs, based on an account balance of $50,000. This return is not equivalent to the investment return reported elsewhere by the Fund, and may not be the return actually credited to your account. This is the return of the investment option over either the last 10 whole financial years or, if the option and any predecessor option has been offered for less than 10 financial years, since inception of the investment option.

Statement of fees and other costs

Shows the annual amount a representative member (with an account balance of $50,000) would pay in administration and investment fees to be invested in the option as at the relevant year ending 30 June. This amount does not take into account any insurance costs or transactional account fees. For a full list of fees, refer to the relevant Product Disclosure Statement.

Target asset allocation

Weighting to each asset class for the investment option. This is a target as outlined in our investment strategy and may not reflect the actual asset allocation for the option.

Comparison between Return target and Return

Return

Rotate for best view or swipe horizontally to see all columns

For the year ended Return
30 Jun 2017 15.72 %
30 Jun 2016 12.7 %
30 Jun 2015 23.49 %
30 Jun 2014 14.01 %
30 Jun 2013 17.12 %
30 Jun 2012 0.27 %
30 Jun 2011 11.5 %
30 Jun 2010 -5.34 %
30 Jun 2009 -29.05 %
30 Jun 2008 -7.49 %

Return target

3.0% pa To outperform CPI (after tax and investment expenses) by at least 3.0% pa over the long term

Level of investment risk

Medium-high Likelihood of a negative return

Statement of fees and other costs

$1,394 For a member with a $50,000 balance

Suitability

Members who seek strong returns over the long-term and are prepared to accept a higher level of risk to achieve this

Investment style

Invests primarily in unlisted assets

Time horizon

10 or more years

Target asset allocation

  • Private Equity
  • Infrastructure
  • Property
  • Infrastructure
  • Property
  • Other
  • Credit Opportunities
  • Alternatives
  • Other
  • Credit Opportunities
  • Alternatives

Rotate for best view or swipe horizontally to see all columns

Asset class Return Target asset allocation
Growth assets 40.05%
Private Equity 0.0-25.0 3.50 %
Infrastructure 0.0-75.0 22.75 %
Property 0.0-50.0 13.80 %
Other
Credit Opportunities 0.0-15.0 0%
Alternatives 0.0-0.20 0%
Defensive assets 59.95%
Infrastructure 0.0-75.0 22.75 %
Property 0.0-50.0 9.20 %
Other
Credit Opportunities 0.0-50.0 28.00 %
Alternatives 0.0-20.0 0%
Total 100%

Comparison between return target and return

These graphs show the net investment return achieved by the investment option for each full financial year of the last 10 years. Where that option has been in operation for less than 10 years, the graphs show the returns for the full financial years since inception. There is a separate graph for the super fund and income stream.

 Please note: Where the option has been in operation for less than 10 years there is no 10 year moving average return or 10 year moving average return target. 

CPI

Refers to the Consumer Price Index, an inflationary indicator that measures the change in the cost of a fixed basket of products and services, as released by the Australian Bureau of Statistics.

Investment objective

The return expectations of the portfolio based on the current strategic asset allocation and our estimates of return expectations across the various asset classes that the Fund invests in. It is expected that the Fund will deliver this investment objective over a specified time period.

Investment risk

Shows the level of investment risk associated with the investment option, in accordance with the prescribed risk labels set out in the Standard Risk Measure developed by the Association of Superannuation Funds of Australia and the Financial Services Council.

Return

The investment return reported is as required by law. It is the investment return less the cost of investing and less administration fees and costs, based on an account balance of $50,000. This return is not equivalent to the investment return reported elsewhere by the Fund, and may not be the return actually credited to your account. This is the return of the investment option over either the last 10 whole financial years or, if the option and any predecessor option has been offered for less than 10 financial years, since inception of the investment option.

Statement of fees and other costs

Shows the annual amount a representative member (with an account balance of $50,000) would pay in administration and investment fees to be invested in the option as at the relevant year ending 30 June. This amount does not take into account any insurance costs or transactional account fees. For a full list of fees, refer to the relevant Product Disclosure Statement.

Target asset allocation

Weighting to each asset class for the investment option. This is a target as outlined in our investment strategy and may not reflect the actual asset allocation for the option.

Comparison between Return target and Return

Return

Rotate for best view or swipe horizontally to see all columns

For the year ended Return
30 Jun 2017 15.72 %
30 Jun 2016 12.7 %
30 Jun 2015 23.49 %
30 Jun 2014 14.01 %
30 Jun 2013 17.12 %
30 Jun 2012 0.27 %
30 Jun 2011 11.5 %
30 Jun 2010 -5.34 %
30 Jun 2009 -29.05 %
30 Jun 2008 -7.49 %

Return target

3.0% pa To outperform CPI (after tax and investment expenses) by at least 3.0% pa over the long term

Level of investment risk

Medium-high Likelihood of a negative return

Statement of fees and other costs

$1,394 For a member with a $50,000 balance

Suitability

Members who seek strong returns over the long-term and are prepared to accept a higher level of risk to achieve this

Investment style

Invests primarily in unlisted assets

Time horizon

10 or more years

Target asset allocation

  • Equity
  • Private Equity
  • Infrastructure
  • Property
  • Infrastructure
  • Property
  • Other
  • Credit Opportunities
  • Alternatives

Rotate for best view or swipe horizontally to see all columns

Asset class Return Target asset allocation
Growth assets 40.05%
Equity
Private Equity 0.0-25.0 3.50 %
Infrastructure 0.0-75.0 22.75 %
Property 0.0-50.0 13.80 %
Defensive assets 59.95%
Infrastructure 0.0-75.0 22.75 %
Property 0.0-50.0 9.20 %
Other
Credit Opportunities 0.0-50.0 28.00 %
Alternatives 0.0-20.0 0%
Total 100%

Comparison between return target and return

These graphs show the net investment return achieved by the investment option for each full financial year of the last 10 years. Where that option has been in operation for less than 10 years, the graphs show the returns for the full financial years since inception. There is a separate graph for the super fund and income stream.

 Please note: Where the option has been in operation for less than 10 years there is no 10 year moving average return or 10 year moving average return target. 

CPI

Refers to the Consumer Price Index, an inflationary indicator that measures the change in the cost of a fixed basket of products and services, as released by the Australian Bureau of Statistics.

Investment objective

The return expectations of the portfolio based on the current strategic asset allocation and our estimates of return expectations across the various asset classes that the Fund invests in. It is expected that the Fund will deliver this investment objective over a specified time period.

Investment risk

Shows the level of investment risk associated with the investment option, in accordance with the prescribed risk labels set out in the Standard Risk Measure developed by the Association of Superannuation Funds of Australia and the Financial Services Council.

Return

The investment return reported is as required by law. It is the investment return less the cost of investing and less administration fees and costs, based on an account balance of $50,000. This return is not equivalent to the investment return reported elsewhere by the Fund, and may not be the return actually credited to your account. This is the return of the investment option over either the last 10 whole financial years or, if the option and any predecessor option has been offered for less than 10 financial years, since inception of the investment option.

Statement of fees and other costs

Shows the annual amount a representative member (with an account balance of $50,000) would pay in administration and investment fees to be invested in the option as at the relevant year ending 30 June. This amount does not take into account any insurance costs or transactional account fees. For a full list of fees, refer to the relevant Product Disclosure Statement.

Target asset allocation

Weighting to each asset class for the investment option. This is a target as outlined in our investment strategy and may not reflect the actual asset allocation for the option.

This website contains general information only and does not take account of your personal circumstances. You should obtain personal advice where appropriate. This content is current as at the date of publication and subject to change. Prime Super (ABN 60 562 335 823) is issued by Prime Super Pty Ltd (ABN 81 067 241 016, AFSL 219723). A Product Disclosure Statement is available from the issuer by calling 1800 675 839. Past performance is not a reliable indicator of future performance.