International Shares - smartMonday

International shares

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

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Index Diversified

Objective

To provide a return that is broadly similar to the benchmark return (before fees and tax) over rolling 5-year periods.

Investment fees & Transaction costs

0.27% p.a.

Minimum timeframe

15 years

Risk level

7 (Very high)

Chance of a negative annual return

6 or greater every 20 years

Returns (as at 29/02/2024)

Timeframe Return
3 mths 11.84%
Financial yr to date 14.70%
1 yr (% pa.) 27.31%
3 yr (% pa.) 12.95%
5 yr (% pa.) 12.37%
7 yr (% pa.) 12.62%
10 yr (% pa.) 12.06%

3 mths	Financial yr to date	1 yr (% pa.)	3 yr (% pa.)	5 yr (% pa.)	7 yr (% pa.)	10 yr (% pa.)
11.84%	14.70%	27.31%	12.95%	12.37%	12.62%	12.06%

See past returns

Asset allocation

Target – The asset allocation expected to achieve the investment objective over the investment period.
Range – The potential variation of the asset allocation due to tactical investment activity.

Type Target
Benchmark Asset Allocation
International shares 100%
Benchmark Index
MSCI All Country World Ex-Australia Index with Special Tax (100% hedged to AUD) 30%
MSCI All Country World Ex-Australia Index with Special Tax (unhedged in AUD) 70%

Objective

To provide a return that exceeds the benchmark return (after investment-related fees and costs but before tax) over rolling 5-year periods.

Investment fees & Transaction costs

0.88% p.a.

Minimum timeframe

15 years

Risk level

7 (Very high)

Chance of a negative annual return

6 or greater every 20 years

Returns (as at 29/02/2024)

Timeframe Return
3 mths 11.21%
Financial yr to date 13.88%
1 yr (% pa.) 25.42%
3 yr (% pa.) 13.19%
5 yr (% pa.) 12.18%
7 yr (% pa.) 11.92%
10 yr (% pa.) 11.09%

3 mths	Financial yr to date	1 yr (% pa.)	3 yr (% pa.)	5 yr (% pa.)	7 yr (% pa.)	10 yr (% pa.)
11.21%	13.88%	25.42%	13.19%	12.18%	11.92%	11.09%

See past returns

Asset allocation

Target – The asset allocation expected to achieve the investment objective over the investment period.
Range – The potential variation of the asset allocation due to tactical investment activity.

Type Target
Benchmark Asset Allocation
International shares 100%
Benchmark Index
MSCI All Country World Ex-Australia Index with Special Tax (unhedged in AUD)

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