WHO MANAGES YOUR SUPER

Local Super uses the specialist expertise of a variety of investment managers in Australia and overseas to achieve the performance goals of the 6 investment options available to members.

We select a mix of managers to invest on your behalf. Our investment team monitors the activities and performance of each manager for you and the Trustee changes managers as the need arises.

Top Shareholdings

Click here to download the top holdings as at 31 December 2011 in the asset classes of Australian and International shares.

Investment Options

You can choose the investment option that best suits your needs. Local Super’s 6 investment options each have specific investment performance objectives. To achieve these objectives, each option has different asset allocations and some of them have a mix of asset classes. This diversification helps to spread the investment risk and minimise the impact of market fluctuations on the overall investment. Each option’s asset allocation is considered to be the most likely combination to achieve its investment objectives in the long term.

The following summary table lists the 6 investment options available to members and their general characteristics:

Investment Option Table
Investment option	Performance objective	Investment risk	Growth / Defensive asset mix
Australian shares	CPI* + 5.5% p.a. over rolling six-year periods	High	100 / 0
International shares	CPI* + 5.5% p.a. over rolling six-year periods	High	100 / 0
Sustainable shares	CPI* + 5.5% p.a. over rolling six-year periods	High	100 / 0
Growth	CPI* + 3.5% p.a. over rolling six-year periods	Medium	74 / 26
Conservative	CPI* + 2% p.a. over rolling six-year periods	Low - Medium	40 / 60
Cash	RBA's^ cash rate	Low	0 / 100

* CPI refers to the Consumer Price Index

^ RBA refers to the Reserve Bank of Australia

WHO MANAGES YOUR SUPER

FINANCIAL EDUCATION & ADVICE