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Investment indices

The Net Investment Return of each MySuper Product and Choice option has been measured against a Simple Reference Portfolio and a Strategic Asset Allocation Benchmark Portfolio to provide risk-adjusted insights into investment performance; both portfolios are option-specific and tailored to reflect the level of risk and the investment strategy of the product or option.

The indices used for each asset class to construct the reference and benchmark portfolios are listed in the table below. Total return indices (that is, returns inclusive of dividends as well as capital gains) have been used.

Asset class 

Index

Bloomberg ticker

Australian Equity S&P/ASX 300 ASA52
International Equity (hedged) MSCI All Country World Ex-Australia Index with Special Tax (100% hedged to AUD)  DE725341
International Equity (unhedged) MSCI All Country World Ex-Australia Index with Special Tax  (unhedged in AUD)  DN714533
Australian Listed Property S&P/ASX 300 A-REIT Index ASA6PROP
International Listed Property FTSE EPRA Nareit Developed ex Aus Rental 100% Hedged to AUD Net Tax (Super) Index RAHRSAH
Australian Unlisted Property MSCI/Mercer Australia Core Wholesale Monthly Property Fund Index – NAV-Weighted Post-Fee Total Return (All Funds) N/A
International Unlisted Property MSCI/Mercer Australia Core Wholesale Monthly Property Fund Index – NAV-Weighted Post-Fee Total Return (All Funds) N/A
Australian Listed Infrastructure FTSE Developed Core Infrastructure 100% Hedged to AUD Net Tax (Super) Index FDCIISAH
International Listed Infrastructure FTSE Developed Core Infrastructure 100% Hedged to AUD Net Tax (Super) Index FDCIISAH
Australian Unlisted Infrastructure MSCI Australia Quarterly Private Infrastructure Fund Index (Unfrozen) – NAV-Weighted Post-Fee Total Return (All Funds) N/A
International Unlisted Infrastructure MSCI Australia Quarterly Private Infrastructure Fund Index (Unfrozen) – NAV-Weighted Post-Fee Total Return (All Funds) N/A
Australian Fixed Interest Bloomberg Ausbond Composite 0+ Index BACM0
International Fixed Interest Bloomberg Barclays Global Aggregate Index (hedged to AUD) LEGATRAH
Australian Cash Bloomberg Ausbond Bank Bill Index BAUBIL
International Cash Bloomberg Ausbond Bank Bill Index BAUBIL
Other (assets categorised as Other / Commodities) 25% International Equity (hedged), 25% International Equity (unhedged), 50% International Fixed Interest  

Source: “Bloomberg®”, Bloomberg Ausbond Bank Bill Index, Bloomberg Ausbond Composite 0+ Index and Bloomberg Global Aggregate Index (hedged in AUD) are service marks of Bloomberg Finance L.P. and its affiliates, including Bloomberg Index Services Limited (“BISL”), the administrator of the index (collectively, “Bloomberg”) and have been licensed for use for certain purposes by APRA. Bloomberg is not affiliated with APRA and Bloomberg does not approve, endorse, review, or recommend APRA’s heatmaps. Bloomberg does not guarantee the timeliness, accurateness, or completeness of any data or information relating to APRA’s heatmaps. 

Source: London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). © LSE Group 2021. FTSE Russell is a trading name of certain of the LSE Group companies. “FTSE®” “Russell®”, “FTSE Russell®”, are trade marks of the relevant LSE Group companies and are used by any other LSE Group company under license. All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. Neither LSE Group nor its licensors accept any liability for any errors or omissions in the indexes or data and no party may rely on any indexes or data contained in this communication. No further distribution of data from the LSE Group is permitted without the relevant LSE Group company’s express written consent. The LSE Group does not promote, sponsor or endorse the content of this communication.    

Source: London Stock Exchange Group plc and its group undertakings, including FTSE International Limited (collectively, the “LSE Group”), European Public Real Estate Association ("EPRA”), and the National Association of Real Estate Investments Trusts (“Nareit”) (and together the “Licensor Parties”). © LSE Group 2021. FTSE Russell is a trading name of certain LSE Group companies. “FTSE®” and “Russell®” are a trade mark(s) of the relevant LSE Group companies and are used by any other LSE Group company under license. “Nareit®” is a trade mark of Nareit, "EPRA®" is a trade mark of EPRA and all are used by the LSE Group under license. All rights in the FTSE Developed Core Infrastructure and FTSE EPRA Nareit Global Real Estate indexes or data vest in the Licensor Parties. The Licensor Parties do not accept any liability for any errors or omissions in the indexes or data and no party may rely on any indexes or data contained in this communication. No further distribution of data from the LSE Group is permitted without the relevant LSE Group company’s express written consent. The Licensor Parties do not promote, sponsor or endorse the content of this communication.        
        
Source: The S&P/ASX 300 Index and S&P/ASX 300 A-REIT Index is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and ASX Operations Pty Ltd., and has been licensed for use by the Australian Prudential Regulation Authority (“APRA”). Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); ASX® are trademarks of the ASX Operations Pty Ltd. and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by APRA. APRA’s publications are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, or ASX Operations Pty Ltd. and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the S&P/ASX 300 Index and S&P/ASX 300 A-REIT Index.        
        
Source: The blended returns are calculated by APRA using end of reporting period index level values licensed from MSCI (“MSCI Data”). For the avoidance of doubt, MSCI is not the benchmark “administrator” for, or a “contributor”, “submitter” or “supervised contributor” to, the blended returns, and the MSCI Data is not considered a “contribution” or “submission” in relation to the blended returns, as those terms may be defined in any rules, laws, regulations, legislation or international standards. MSCI Data is provided “AS IS” without warranty or liability and no copying or distribution is permitted. MSCI does not make any representation regarding the advisability of any investment or strategy and does not sponsor, promote, issue, sell or otherwise recommend or endorse any investment or strategy, including any financial products or strategies based on, tracking or otherwise utilizing any MSCI Data, models, analytics or other materials or information.        
    

For more information

Email MemberOutcomes@apra.gov.au or mail to

Senior Manager Member Outcomes
Australian Prudential Regulation Authority
GPO Box 9836, Sydney NSW 2001