Balanced Socially Responsible
Balanced Socially Responsible option in detail - for super members
- To maximise long-term investment returns.
- To outperform an average annual return of CPI + 3.0% pa over rolling 10-year periods (net all fees and tax except the weekly $1.30 administration fee).
Offers greater emphasis on shares and property to achieve higher returns, but includes some lower-risk assets to moderate short-term risks. Investments are made with a focus on managing sustainability and environmental, social, and governance (ESG) risks. This option is likely to produce a negative return in 4 to 6 years in every 20 years.
Will suit investors looking for moderate to high returns over the medium to long-term, but who are prepared to accept fluctuations in investment performance over shorter periods.
Minimum suggested time frame for holding the investment is 5 years
Disclaimers & Assumptions
All investment performance and unit pricing is net of tax and fees, except the weekly $1.30 Administration fee.
Returns have not been adjusted for the affect of any fee capping arrangement. Investment returns are not guaranteed, and past performance is not necessarily a guide to future performance.
This information on this website is general information and does not take into account your specific financial situation, objectives or needs. You should obtain and read the Product Disclosure Statement (PDS) relevant to your account type, found here.
You should consider obtaining personal advice from a licensed financial adviser before making any decision based on matters included on this website.
Your personal return will differ from the above performance figures depending on your investment option(s), when you joined the fund, transactions, fees charged, and investment switches.
To view your own investment option, and your personal investment returns, log in to MemberAccess. For more information about unit pricing, and investment returns are applied to your account, refer to the relevant Product Disclosure Statement.
What we invest in
Portfolio Holdings Disclosures as at 31/12/2021