SEE WHERE AND HOW YOUR MONEY IS INVESTED

To help Australians make more informed decisions about their super, from March 2022, all super funds must now follow new Portfolio Holdings Disclosure requirements. In addition to numbers and tables, we’ve also created this interactive tool so you can click to see where and see how Active Super is investing your super.

  SEE HOW SEE WHERE

Disclaimer and Assumptions

Below is a short explanation of some of the terms used on this page. 

Objective: The investment results the fund aims to achieve over a set timeframe.

Asset class: A category of financial assets. The major classes are shares, property, fixed interest and cash, which in turn can be broken down to include Australian or international shares, Australian and international fixed interest and direct and indirect property. All asset classes have different risk and return characteristics.

ASSET CLASS DESCRIPTORS

Australian Equities: Investments in shares of companies listed on the Australian Stock Exchange. Offers potential for capital growth and also generates income in the form of dividends.

International Equities: Investments in shares of companies listed on different stock exchanges around the world. Offers potential for capital growth and also generates income in the form of dividends.

Australian Direct Property: Direct investments in Australian office buildings, shopping centres, industrial facilities and wholesale property funds. Unlisted direct property has a stable return and low correlation to more traditional asset classes.

International Listed Property: Provides diversification through shares in professionally managed real estate investment trusts (REIT’s) across developed countries. Includes investments in traditional real estate sectors as well as alternative asset classes like self-storage, healthcare and datacenters.

Private Equity: Investments in private companies (companies that are not publicly listed). Income is received from the profits made by these companies via their investments.

Private Credit: Privately negotiated loans and debt-financing from non-bank lenders. Also known as ‘direct lending’ or ‘private lending’. Income is received from the interest charged.

Growth Alternatives: Investments that sit outside of, and behave differently from, traditional asset classes, e.g. hedge funds, managed futures, derivatives contracts, commodities.

Short-Term Fixed interest: Investments that pay out a set level of cash flow to investors, typically in the form of a fixed interest or dividends.

Bonds: Fixed-income instruments that represent a loan made by an investor to a borrower, typically a government or a corporation. A defensive asset, bonds are less risky than growth assets like shares and property.

Infrastructure: Investments in physical assets and related operations that provide businesses and society with essential services e.g. roads, airports, transport and utilities.

Managed Cash: A traditionally conservative investment class that provides steady returns. Value fluctuates with interest rates. Returns tend to be the lowest of all asset classes over time.

OTHER ASSETS

International Equities Passive: A return guaranteed termed product provided by Challenger and benchmarked against MSCI ACWI ex Australia 40% hedged to AUD.

Pendal Smaller Companies Trust: An actively managed portfolio by Pendal investing in companies outside the top 100 listed on the ASX.

JPM Liquidity: A liquidity product managed by JPM, funds held in this product can be redeemed same day.

Disclaimer and Assumptions

Below is a short explanation of some of the terms used on this page. 

Asset class: A category of financial assets. The major classes are shares, property, fixed interest and cash, which in turn can be broken down to include Australian or international shares, Australian and international fixed interest and direct and indirect property. All asset classes have different risk and return characteristics.

Australian Equities: Investments in shares of companies listed on the Australian Stock Exchange. Offers potential for capital growth and also generates income in the form of dividends.

International Equities: Investments in shares of companies listed on different stock exchanges around the world. Offers potential for capital growth and also generates income in the form of dividends.

Country: Please note when viewing our world map, companies are grouped by the country in which their headquarters are located. Our Australian Equites Asset class invests in companies listed on the Australian Stock Exchange. Companies listed on the Australian Stock Exchange may be located in countries other than Australia. Please note that the investment allocation by country represents investments in Australian Equities and International Equities only. Other investment types are not shown in this feature.