Investment options
Last Updated : 01 Feb 2010
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We offer a wide range of investment options to suit the individual needs of members.

Full details about these investment options are contained in our Product Disclosure Statement (PDS).

The performance of each option is displayed on our investment returns page.

Summary of your investment options in AGEST Super.

  • You can change your investment options at any time.
    Fully completed requests to change investment options (lodged online or by paper application) will be processed using the unit prices (for the relevant investment options) for the next business day immediately following receipt of your request.

  • You have the choice of 12 investment options or any combination of them.
    This means that you can select an investment strategy to suit your own circumstances. The 12 investment options are as follows:

Pre-mixed options

  • Growth
  • Balanced*
  • Moderate
  • Stable
  • Conservative
  • MultiStrategy
    		• Single-sector options

  • Australian Shares
  • International Shares (Hedged)
  • International Shares (Unhedged)
  • Listed Property
  • Fixed Interest
  • Cash

    • * The Balanced option is where your money will be invested if you do not make an investment choice. This is known as the 'default' option.

    • You can choose any option or any combination of them.
      You can also select different investment options for your account balance, future ongoing contributions or for one-off rollovers or contributions.

    • No switching fees or buy/sell spreads apply.

    Forms for Making an Investment Choice

     


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    This website, and documents linked to it, provides information of a general nature. It has been prepared without taking into account your particular needs, circumstances and objectives. You should assess your own financial situation and read our combined Product Disclosure Statement and Financial Services Guide before making an investment decision. The Trustee of AGEST (Australian Government Employees Superannuation Trust) is AGEST Super Pty Ltd, ABN 44 007 390 392, SPIN AGE0101AU and AFSL 233707, RSE Licence L0000383, RSE Registration R1001556.