Aware Super
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/104296-2024-03-03-03:17.pdf |
FUND MANAGER | |
ASX Code | |
APIR | (USI) 53 226 460 365 001 |
ASSET CLASS | SUPERANNUATION |
INVESTMENT STYLE | Your super. Your choice. |
INVESTMENT PROFILE | Diversified investment options Each diversified option has a target asset allocation, known as the strategic asset allocation, as well as asset allocation ranges, which are the minimum and maximum amounts we can invest in each asset class. Single asset class investment options The single asset class options are: However, keep in mind that some asset classes are not available as a single asset class option (infrastructure and private equity, for example), which means your account won't have the same level of diversification as our diversified investment options. Socially Conscious options |
CURRENCY MANAGEMENT | |
INCEPTION DATE | |
BENCHMARK | As per option selected |
FUND SIZE | As per option selected |
DISTRIBUTION FREQUENCY | |
NO. OF HOLDINGS | |
FEES | |
STRUCTURE |
Benefits
Benefits | Benefits of investing with Aware Super
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RISK LEVEL | |
INVESTOR SUITABILITY |
Risks
Title | |
Detail |
Key Features
MySuper Lifecycle If you don’t make a choice, your super will be invested in our MySuper Lifecycle approach, which consists of three key phases: Grow, Manage and Enjoy. MySuper Lifecycle automatically adjusts your investment mix as you get older, helping you strike a balance between risk and return that’s best suited to your age. Your super. Your choice. If you want to custom build your investment strategy we offer you a choice of 15 investment options including nine diversified options and six single asset class options. You can choose to invest in one option or a combination and can switch your money to another investment option at any time without paying any additional fees. Diversified investment options These options invest your super across different asset classes, investment styles, and managers. The percentage allocated to each asset class varies, which means each diversified investment option has a different risk/return profile. The diversified options are: • High Growth • Growth • Diversified Socially Responsible Investment (SRI) • Balanced Growth • Conservative Growth.Each diversified option has a target asset allocation, known as the strategic asset allocation, as well as asset allocation ranges, which are the minimum and maximum amounts we can invest in each asset class. Single asset class investment options These options are invested in one asset class only, so you can have a greater degree of control over your investment mix. However, keep in mind that some asset classes are not available as a single asset class option (infrastructure and private equity, for example), so it can be difficult to achieve the same level of diversification as our diversified investment options. The single asset class options are: We have two socially responsible investment (SRI) options, (Diversified SRI and Australian Equities SRI) which are designed for members wanting to avoid particular industries that don't align with their values. A key feature of these options is that they exclude investments considered to have a highly adverse environmental or social impact. In addition, the Diversified SRI option, which invests across a range of asset classes, seeks to invest in unlisted investments, such as property and infrastructure assets, that have a positive impact on the environment and community. Death and total and permanent disablement cover As a fund member, if you are aged between 15 and less than 70, you can apply for death and TPD cover or death only cover. A death, terminal illness or TPD benefit is paid as a lump sum. Certain occupations will not be able to receive certain types of insurance. Income protection cover Income protection insurance provides a monthly income benefit, which is a percentage of your pre-disability income, if you become sick or injured and are not able to work, as defined by the insurance policy. You have a choice of benefit payment periods. Cooling-off rights If you apply to become a Aware Super member, you have a 14 day cooling-off period. If you change your mind, you can cancel your membership by informing us in writing within 14 days of the earlier of: Making a complaint |