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A short masterclass on asset class

When it comes to investing, diversification is critical. It’s why we invest across both listed and unlisted assets.

Where in the world is your super invested?

Discover more about listed and unlisted assets by exploring the tabs below.

Listed assets

Investments listed and traded on a public exchange, such as companies on the Australian Stock Exchange (ASX). Because they are traded daily and influenced by market sentiment, political events and economic outlook, prices can fluctuate widely.

Assets listed and traded on a public exchange e.g. the ASX.

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Unlisted assets

Investments not listed and traded on a public exchange. These can include private companies, properties and infrastructure assets like airports, roads and utilities such as electricity networks. Because they are not traded daily, their value and returns are less volatile than listed assets.

Assets not listed and traded on a public exchange, e.g. the ASX.

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Top of the class

Our ability to invest in unlisted assets lets us build portfolios that exhibit smaller fluctuations in returns, without compromising longer-term return outcomes. They also provide greater diversification across the portfolio, giving members access to opportunities not generally available in traditional asset classes.

Accessing top-tier managers, particularly in private capital, is critical. So, we invest with, or alongside, carefully chosen investment managers with acknowledged expertise in their particular asset class, utilising the advice of specialist consultants where appropriate.

Brian says

In the short-term, there’s no control over where funds sit in any league table, but we can build portfolios that will be competitive over the longer term – 3, 5, 7 and 10 years. Sunsuper’s Balanced option is ahead of the industry average over all these time periods (as at June 2018).

See the recent performance of our Balanced and other investment options.

Investing in diversity

Our unlisted assets fall into one of three categories.

Hedge funds

Investments that use complex market trading strategies that aim to generate returns that do not follow the regular investment cycles of the traditional asset classes.

Infrastructure

Major assets, such as roads, bridges, airports, ports, power stations and other utilities and other community projects.

Private capital

Privately-owned or unlisted assets including opportunistic property funds, private equity funds, venture capital and private natural resources. Opportunistic property funds invest in higher risk properties than those in the traditional property classification. Private equity funds invest in private or unlisted companies that offer opportunities for growth via expansion or development. Some of these companies may end up listed on the stock exchanges or bought by larger companies.

Explore our unlisted assets

Discover more about our top unlisted assets by clicking on the map below.

map

Bristol and Birmingham Airport

UK

Birmingham Airport is a regional airport strategically located in the West Midlands and is the UK’s 7th busiest airport transporting 10.4m passengers each year. Bristol Airport is the principal airport in the South West region of the UK and transports 7.5m passengers each year.

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Bristol and Birmingham Airports

UK

Birmingham Airport is a regional airport strategically located in the West Midlands and is the UK’s seventh busiest airport transporting 10.4m passengers each year. Bristol Airport is the principal airport in the South West region of the UK and transports 7.5m passengers each year.

Brisbane Airport

Australia

Brisbane Airport is Australia’s third largest airport by passenger numbers and transported 22.9m passengers in FY17.

Caruna

Finland

The largest electricity distribution network in Finland providing electricity to over 20% of the Finnish population.

Discovery Parks

Australia

One of the largest Australian park owners offering tourist, workforce, corporate and permanent accommodation across 60 sites. Our investment capitalises on the ‘grey nomad’ theme and tourist demand. The investment has high cash yields underpinned by underlying land value in desirable locations.

Australian Technology Park

Australia

A 93,000sqm commercial office space in Everleigh NSW that is 97% pre-leased to the Commonwealth Bank of Australia for 15 years. Sunsuper supported the bid to acquire the site from the NSW government in 2015.

CBRE Pan-European Core Fund

Global

A subsidiary of CB Richard Ellis, the world’s largest commercial real estate services firm with 80 offices in 26 countries. Holds over 47 assets, predominantly in the relatively stable retail and industrial sectors.

Stockbridge Smart Markets Fund

USA

Focused on core property in US cities that have an ongoing comparative advantage for long-term property outperformance, characterised by educated, stable and fast-growing employment bases. We are a founding and relatively large investor and have successfully negotiated reduced management fees and a seat on the Advisory Board.

Brian says

Find out more about Sunsuper’s Diversified Alternatives option that comprises our private capital, infrastructure and hedge fund investments, and a 5% allocation to cash.

We’ve designed this option for members who want to generate wealth over the medium to long term but with reduced fluctuations in returns through exposure to our unlisted investments and trading strategies.

See our Diversified alternatives option in our Investment guide.

Sunsuper’s other diversified options also provide exposure to our unlisted asset investments, along with listed assets like shares and property, and more conservative assets like fixed interest and cash.

Find out the mix of assets in our diversified investment options

Find out how your super is invested

If you’re a Sunsuper member, you can find out how your super is invested or make a choice to switch your investment options by logging into Member Online or through the Sunsuper app.

Log into member online

The New School of Super

Join Sunsuper’s Dream Team Chief Economist Brian Parker and Head of Advice and Retirement Anne Fuchs in our podcast series as they discuss money matters, your super and the things that could affect your financial dreams now, and in the future.

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