Our goal is to deliver strong investment returns over time so our members can achieve a sustainable and dignified retirement.
Our vision and approach
We invest for the long term, aiming to grow members’ super over their working life, while protecting their savings.
We do this by setting performance objectives for each of our investment options that seek to balance risk versus reward, and by constantly monitoring economic and investment conditions.
As active investors, we appoint active investment managers to look for opportunities to outperform the market and generate additional returns. We also use index managers who use passive strategies.
How we invest your super
First Super’s Board approves investment strategy, sets investment objectives for all investment options and appoints investment managers. We employ the services of an asset consultant, Frontier Advisors, to advise on investment strategy, investment risk and strategic asset allocation. They also recommend investment managers to implement our investment strategy. Once those managers are appointed, Frontier monitors their performance as does our Investment Committee.
As a member, you should know that your super contributions are invested in a wide range of asset classes, both within Australia and around the world. These include:
Cash, bonds and fixed income
By spreading your money across different asset classes, we increase the likelihood of strong returns for your super. This is because weak performance in one asset type can be offset by positive performance from another asset.
If you have selected the Cash investment option, it is only invested in term deposits and liquid cash and none of the other asset classes above.
Choosing your investments
As a member, you can decide where your super is invested by choosing one or a combination of First Super’s five investment options.
Where is my super invested?
Below are links for each investment option which provide details of asset class managers. It also provides portfolio holding disclosure for each accumulation (superannuation) and pension (retirement income) investment option. Portfolio holding disclosure will tell you which shares and securities are held directly by First Super and in the case of investment in investment trusts, the name of the manager and the value of the investment at a point in time.
Balanced (MySuper) – (Super and Retirement Income)
Australian Fixed Income
Blackrock Aus Bond Index Fund
IFM Aus Credit Opportunities Mandate
IFM Specialised Credit Fund
IFM Asia-Pacific Debt Fund
Australian Listed Equities
Allan Gray Australian Equities Fund
Ausbil Australian Equities Fund
Eley Griffiths Aust Equities Small Companies Mandate