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Update to current information


Investment objective – International Equities Fund

Document: Product Disclosure Statement Aware Investment Funds

Product Disclosure Statement: Aware Investment Funds - dated 1 October 2020, page 13, International Equities Fund single asset class, investment objective change.

The Product Disclosure Statement currently discloses the investment objective for the International Equities Fund and reference note 2 as follows:

“To outperform the return of the Aware Super Custom Index on MSCI All Country World Index (ACWI) ex-Australia 25% hedged to Australian dollars2, over rolling five-year periods, before tax3 and after taking into account fees and costs.

2A custom index calculated by MSCI based on the responsible ownership criteria provided by Aware Super.”


The investment objective for the International Equities Fund and reference note 2 are updated as follows:

“To outperform the return of the Aware Super Custom Index on MSCI All Country World Index (ACWI) ex-Australia partially hedged to Australian dollars2, over rolling five-year periods, before tax3 and after taking into account fees and costs.

2A custom index calculated by MSCI based on the responsible ownership criteria and the hedging percentage provided by Aware Super.”


Liquid alternatives (Defensive) asset allocation range – Growth Fund

Document: Product Disclosure Statement Aware Investment Funds

Product Disclosure Statement: Aware Investment Funds - dated 1 October 2020, page 11, Growth Fund, Liquid alternatives (Defensive) asset allocation range.

The Product Disclosure Statement currently discloses the Liquid alternatives (Defensive) asset allocation range for the Growth Fund as follows:

0% - 0%

The asset allocation range for Liquid alternatives (Defensive) is updated as follows:

0% - 23%


Update to Investment fees, objectives, and asset allocations of investment options

Document: Product Disclosure Statements and Booklet

Product Disclosure Statements – dated 1 Oct 2020: Flexible Income Plan; Transition to Retirement Pension; Investment Funds.

Product Disclosure Statement – dated 15 Dec 2020: Tailored Super Plan.

Booklets – dated 15 Dec 2020: Tailored Super Plan Additional Information Booklet; Tailored Super Plan Investment and Fees Booklet.

As part of our investment approach, we undertake a yearly review of our investment options to make sure they are appropriate for market conditions and the investment outlook. As part of our review this year, there are some changes to the investment fees, objectives, and asset allocations of investment options disclosed in the Product Disclosure Statements and Booklets listed above. Read about these changes that come into effect on 30 September 2021 in ‘Important information about your super, pension and investment funds’.