Local Super - Where members come first
 
 

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 2009 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 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 76 / 24
Conservative
CPI* + 2% p.a. over
rolling six-year periods
Low 40 / 60
Cash

CPI*

Low 0 / 100

* CPI refers to the Consumer Price Index