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MANAGED INVESTMENT OPTIONS, DASHBOARDS & MANAGER CHANGES

Managed investment options
Corporate Super and Personal Super menu and dashboards
Pension menu and dashboards
Manager changes

 

Managed investment options

There are two categories of options - Pre-mixed and Sector. Together, they offer you a wide choice of investment options, with varying levels of risk and return. You can choose one or a mix of options to suit your personal needs and preferences.

The Pre-mixed category offers a convenient, ready-made solution with options ranging from more aggressive (High Growth) to more conservative (Defensive). Pre-mixed options invest across different asset classes in a pre-determined weighting and with automatic rebalancing, so you do not have to make adjustments when market conditions change. There’s also a choice of index and active management styles.

The Sector category offers a ‘pick and mix’ menu across asset classes. These options are suitable for investors who want to structure a particular mix of asset classes for their investment portfolio and choose how much money to invest in each sector.

Corporate Super and Personal Super menu and dashboards

Pre-mixed   Sector  

Aon MySuper*

High Growth - Index
High Growth - Active

Growth - Index
Growth - Active

Balanced Growth - Index
Balanced Growth - Active

Moderate - Index
Moderate - Active

Defensive - Index
Defensive - Active

 

 

Australian Shares - Index
Australian Shares - Diversified
Australian Shares - Core
Australian Shares - Socially Responsible
Australian Shares - Opportunities

International Shares - Index
International Shares - Index ($A hedged)
International Shares - Diversified
International Shares - Core
International Shares - Core ($A hedged)
International Shares - Emerging Markets

Property - Australian Index
Property - Diversified
Property - Global Listed ($A hedged)

Alternative - Diversified

Fixed Interest - Australian Index
Fixed Interest - International Index ($A hedged)
Fixed Interest - Diversified
Fixed Interest - Australian
Fixed Interest - International

Cash

 

* The Aon MySuper investment option is available to:

  • Corporate Super members, and
  • members who transferred to Personal Super from Corporate Super on leaving their employer.
      

Investment strategies

Your Product Disclosure Statement has details of the investment strategies of each option.

Mix and match

You can mix and match the options any way you like as long as you have a minimum of 5% of your account balance in any one chosen option. You can make different choices for your current super balance and for future contributions.

Making your investment choice

To make your investment choice, send us a completed Switching managed investment options form.

Corporate
Personal

If you have joined as a Corporate Super member and you don't make a choice, the trustee will automatically invest your super in the default (Aon MySuper) investment option. If you have joined as a Personal Super member and you don't make a choice, the trustee will invest your super in the Balanced Growth - Index option.

Changing your investment choice

Log in to your account online or send us a completed Switching managed investment options form

Corporate
Personal


Pension menu and dashboards

Pre-mixed   Sector  

High Growth - Index
High Growth - Active

Growth - Index
Growth - Active

Balanced Growth - Index
Balanced Growth - Active

Moderate - Index
Moderate - Active

Defensive - Index
Defensive - Active

 

Australian Shares - Index
Australian Shares - Diversified
Australian Shares - Core

International Shares - Index
International Shares - Index ($A hedged)
International Shares - Diversified
International Shares - Core
International Shares - Core ($A hedged)

Property - Australian Index
Property - Diversified

Fixed Interest - Australian Index
Fixed Interest - International Index ($A hedged)
Fixed Interest - Diversified
Fixed Interest - Australian
Fixed Interest - International

Cash

 

Investment strategies

The Product Disclosure Statement has details of the investment strategies of each option.

Mix and match

You can mix and match the options any way you like as long as you have a minimum of 5% of your account balance in any one chosen option.

Making your investment choice

To make your investment choice, complete the investment section in the application form in the Product Disclosure Statement or a Change member details and options form and send your completed form to us.

If you don't make a choice, the trustee will automatically invest your super in the Defensive - Index option.

Changing your investment choice

Send us a completed Change member details and options form.

 

Manager changes

Russell Australian Opportunities Fund (April 2016)

Russell Investments has removed T.Rowe Price from the Russell Australian Opportunities Fund and appointed Fidelity Worldwide. This change replaces a quality growth manager with a slightly more aggressive growth manager, and will provide added diversification of the growth exposure within the Fund.

Relevant to the following Aon Master Trust options:

Russell Global Opportunities Fund (January 2016)

Russell Investments has removed Delaware and Harding Loevner from the emerging markets positioning strategy with  Russell Global Opportunities Fund and has appointed RWC Partners. RWC and Somerset (the other EM manager) complement each other and work well in conjunction with the Fund's global managers to diversify the Fund's EM exposures.

Relevant to the following Aon Master Trust options:

 

Fund name change: Insight Pareto Diversified Australian Inflation Plus Fund (March 2016)

Consistent with its recent brand change in Australia from Insight Pareto to Insight Investment, the name of the Insight Pareto Diversified Australian Inflation Plus Fund changed to Insight Diversified Inflation Plus Fund on 15 March 2016. There is no change to the investment objective, investment process or the underlying investment team.

The dashboards for the following Aon Master Trust options will be updated shortly to reflect this change:

Pre-mixed Super
High Growth - Active
Growth - Active
Balance Growth - Active

Sector
Alternative - Diversified

Australian fixed interest (November 2015)

The trustee decided to switch assets from the Russell Australian Bond Fund to the Russell Australian Bond Income Fund.

The dashboards for the following Aon Master Trust options will be updated shortly to reflect this change:

Pre-mixed Super and Pension
Growth - Active
Balanced Growth - Active
Moderate - Active
Defensive - Active

Sector
Fixed Interest - Australian
Fixed Interest - Diversified

Russell After-Tax Australian Shares Fund (October 2015)

Russell Investments has removed AMP from the Russell After-Tax Australian Shares Fund and reallocated assets to Arnhem, BEM, Platypus and the Russell Australian Value Premium strategy. This adjustment has been made to increase manager conviction and actively manage the factor exposures at the total portfolio level.

Relevant to the following Aon Master Trust options:

 

Russell Emerging Markets Fund: (June 2015)

Russell Investments has appointed RWC Partners to the Russell Emerging Markets Fund and adjusted the remaining underlying manager allocations to maintain an optimal blend of exposures. Note also that Russell terminated UBS from this fund earlier this year.

These changes are relevant to the following Aon Master Trust investment option:

 

Actively-managed fixed interest sector option (June 2015)

The Russell Australian Bond Fund has a small, conscious exposure to currency for diversification. Some underlying fund managers have historically had latitude to take currency positions. Now Russell has an explicit allocation to a currency strategy managed by Russell. To ensure that they correctly represent the currency risk embedded in the Russell option, we have revised the profiles of our Fixed Interest - Australian and Fixed Interest - Diversified options (strategy, level of risk, suggested minimum timeframe). In addition, we have renamed our Fixed Interest - International option to remove '($A hedged)' and restated its strategy to reflect that foreign currency exposures are largely (but not 100%) hedged to the Australian dollar.

 

Russell Australian Cash Enhanced Fund (May 2015)

Russell Investments has refined the structure of this Fund by transferring liquidity management from the primary manager (Perpetual) to a Russell-managed positioning strategy comprising the Fund's 'vanilla' cash (such as bank deposits, bank bills, negotiable certificates of deposit, and short-dated government securities). Russell will proactively manage the Fund's allocation to vanilla cash to maintain the desired levels of liquidity.

Relevant to the following Aon Master Trust options:

 

Russell International Bond Fund ($A hedged) (May 2015)

Russell Investments has trimmed exposure to existing managers PIMCO, Loomis Sayles and Colchester, hired BlueBay and Insight, and reallocated exposure from the Russell Absolute Return Bond Fund to a Russell Investments positioning strategy focused on currency factors.

Relevant to the following Aon Master Trust options:

 

Russell Australian Bond Fund (January 2015)

Russell Investments has removed Aberdeen from the Russell Australian Bond Fund as part of the enhancements to the Fund announced in October 2014. AMT Capital has been hired to fulfil a role within the Fund similar to PIMCO's previous assignment.

Relevant to the following Aon Master Trust options:

 

Russell International Bond Fund $A hedged (January 2015)

Russell Investments has removed Strategic Fixed Income LLC from the Russell International Bond Fund $A hedged. The Fund's target manager allocations have been adjusted, with increased allocations to Loomis Sayles, Colchester and Brookfield and a reduction to PIMCO's allocation.

Relevant to the following Aon Master Trust options:

 

Bloomberg acquires the UBS Australia Bond Index family (December 2014)

Bloomberg has acquired the UBS Australia Bond Index family and renamed them 'Bloomberg AusBond Indices'.


Fund manager changes: Alternatives (November 2014)

The trustee has made two fund manager changes, both of which relate to Alternatives:

  • Alternatives - Growth: Redemption from Standard Life’s Global Absolute Return Strategy and the introduction of the (more highly regarded by Aon Hewitt) Insight Pareto Diversified Australian Inflation Plus Fund
  • Alternatives - Defensive: Partial redemption from the Russell Enhanced Cash Fund and addition of the Babson Capital Global Loan Fund which offers mitigation of interest rate risk, prospect of higher returns, and good diversification with fixed interest in pre-mixed options.

Relevant to the following Aon Master Trust options (Corporate Super and Personal Super):

 

Russell Australian Bond Fund (October 2014)

Russell Investments has removed PIMCO from the Russell Australian Bond Fund and reallocated assets to WAMCo, UBS, ETFs, Asian credit and currency strategies, with an increase in allocations to ETFs and Asian credit. (Note also that allocation to PIMCO has reduced in the Russell International Bond Fund $A hedged.)

Relevant to the following Aon Master Trust options:

 

Russell Global Opportunities Fund (Update issued August 2014)

Russell Investments has appointed Numeric to the Russell Global Opportunities Fund replacing PIMCO. Numeric is one of the leading quantitative managers of equity strategies. Russell has also replaced Delaware Investment Advisors in the Fund with a concentrated portfolio management strategy consisting of three emerging market specialists: Delaware Investment Advisors, Harding Loevner and Somerset Capital Management.

Relevant to the following Aon Master Trust options:

 

Russell Australian Opportunities Fund (Update issued August 2014)

Russell Investments has removed Plato from the Russell Australian Opportunities Fund, and has also replaced Paradice Investment Management in the Fund with T. Rowe Price International whose strategy emphasises the identification of high quality, growing companies.

Relevant to the following Aon Master Trust options:

 

Russell Emerging Markets Fund: April 2014

Russell Investments has appointed Oaktree Capital Manager to the Russell Emerging Markets Fund, replacing Victoria 1522 Investments. Note also two appointments in October 2013: Westwood International Advisors, and Numeric Investors replacing Arrowstreet Capital.

These changes are relevant to the following Aon Master Trust investment option:

 

 
 
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