SEE WHERE AND HOW YOUR MONEY IS INVESTED

At Active Super, we pride ourselves on transparency

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 how Active Super is investing.

  SEE HOW SEE WHERE

Glossary of investment terms

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.

Portfolio: A group of investments managed in accordance with a specified mandate, i.e. specified rules and instructions.  

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.

% of total investment: shows the % of the investment option that is invested in this asset class. 

% of asset class: shows the % of the asset class for all options that is invested in the displayed company and option.

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.

Liquid Alternatives: Alternative investment vehicles that provide diversification and are highly liquid - can be bought and sold daily. Examples include mutual funds or exchange traded funds.

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

Challenger Index Plus Mandates: 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.

Glossary of investment terms

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

Portfolio: A group of investments managed in accordance with a specified mandate, i.e. specified rules and instructions.  

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.

% of investment portfolio: shows the % of the funds assets across all options invested in the displayed option and region or country. 

% of investment  selection: shows the % of fund in the selected option, region and country invested in the displayed company.