• Personal
  • Employers
  • Advisers
  • Calculators & forms
  • News Hub
  • Contact us
QSuper QSuper
  • Products
    • Why QSuper
    • Can I join QSuper
    • Investment options
    • Fees
    • Financial advice
    • Compare us
    • Insurance
    • Account types
      • Accumulation account
      • Transition to Retirement Income account
      • Retirement Income account
      • Lifetime Pension
      Why QSuper?

      A focus on strong performance

      More reasons to feel good
  • Super
    • Grow your super
      • Salary sacrifice
      • Super co-contribution
      • Voluntary contributions
      • Spouse contributions
      • Contribution caps
      • Tax deductions
    • Consolidate your super
    • Find your lost super
    • Changing jobs
    • Nominate beneficiaries
    • Early access
    • Seminars and education
  • Retirement
    • Why retire with QSuper
    • Retirement accounts
      • Transition to Retirement Income account
      • Retirement Income account
      • Lifetime Pension
    • Retirement planning
      • Make your super last in retirement
      • The Age Pension and Super
    • How much super do you need to retire
    • Access your super
      • When can you access your super
      • Withdraw your super
    • Seminars and education
      Award-winning

      Money magazine’s Best Retirement Innovator 20232

      Find out more
  • Investments
    • Investment options
      • Lifetime
      • Moderate
      • Balanced
      • Socially Responsible
      • Aggressive
      • Cash
      • Diversified Bonds
      • Australian Shares
      • International Shares
      • Self Invest
    • Performance
      • Overview
      • Graphs
      • Unit prices
    • Online investment advice
    • Compare options
    • Change your investment options
    • How QSuper invests
    • Investing your super
  • Insurance
    • Insurance options
      • Income protection
      • Total & permanent disability cover
      • Death cover
    • How much insurance cover do you need
    • Change or cancel your insurance
    • Make an insurance claim
  • Advice
  • Calculators & forms
  • News Hub
  • Contact us
Join
  • Call
Join Log In - Open navigation
Member Online

Forgot username?
Forgot password?
Register

Navigation

QSuper
  • Personal
  • Employers
  • Advisers
  • Search
  • Join Log In
  • Products Expand
    • Why QSuper
    • Can I join QSuper
    • Investment options
    • Insurance
    • Fees
    • Financial advice
    • Account types Expand
      • Accumulation account
      • Transition to Retirement Income account
      • Retirement Income account
      • Lifetime Pension
    • Compare us
  • Super Expand
    • Consolidate your super
    • Grow your super Expand
      • Salary sacrifice
      • Super co-contribution
      • Voluntary contributions
      • Spouse contributions
      • Contribution caps
      • Tax deductions
    • Find your lost super
    • Changing jobs
    • Nominate beneficiaries
    • Early access
    • Seminars and education
  • Retirement Expand
    • Why retire with QSuper
    • Retirement accounts Expand
      • Transition to Retirement Income account
      • Retirement Income account
      • Lifetime Pension
    • How much super do you need to retire
    • Retirement planning Expand
      • Make your super last in retirement
      • The Age Pension and Super
    • Access your super Expand
      • When can you access your super
      • Withdraw your super
    • Seminars and education
  • Investments Expand
    • Performance Expand
      • Overview
      • Graphs
      • Unit prices
    • Investment options Expand
      • Lifetime
      • Moderate
      • Balanced
      • Socially Responsible
      • Aggressive
      • Cash
      • Diversified Bonds
      • Australian Shares
      • International Shares
      • Self Invest
    • Online investment advice
    • Compare options
    • Change your investment options
    • How QSuper invests
    • Investing your super
  • Insurance Expand
    • Insurance options Expand
      • Income protection
      • Total & permanent disability cover
      • Death cover
    • How much insurance cover do you need
    • Change or cancel your insurance
    • Make an insurance claim
  • Advice
  • Your account Expand
    • Super Expand
      • Transactions
      • Statements and History
      • Investments
      • Performance
      • Financial Advice
      • Insurance
    • Profile Expand
      • Personal details
      • Security
      • Authorities
      • Employer
      • Beneficiaries
    • More Expand
      • Contact us
  • Calculators & forms Expand
    • Superannuation & Retirement Calculators Expand
      • Super and retirement planning calculators
      • Retirement planning
      • Insurance
      • Maximise your super
      • Savings
      • Investing
    • Forms Expand
      • All
      • Forms for claims, withdrawals, and transfers out
      • Forms for deposits, contributions and transfers in
      • Insurance forms
      • Investments
      • Transfer
      • Other forms
    • Publications Expand
      • PDS
      • Guides
      • Annual reports
      • Factsheets
      • Other publications
      • Target Market Determination
  • News Hub Expand
    • Category Expand
      • News
      • Superannuation
      • Retirement
      • Finances
      • Investments
      • Community
      • Wellbeing
      • Employer
  • Contact us Expand
    • Email QSuper
    • Language assistance
    • Browser support
    • Formal enquiries and complaints
    • FAQs – Frequently Asked Questions

Moderate

Balanced

Socially
Responsible

Aggressive

Cash

Diversified
Bonds

International
Shares

Australian
Shares

Socially Responsible

outlook

If you're a medium to long‑term investor and want your investments to target a positive impact on environmental and social considerations, Socially Responsible may be suitable for you. Be aware that this option has exposure to assets that aim for higher long-term returns. This increases the likelihood that you may experience negative returns over the short term.

Objective

CPI +3.5% p.a.

An annual return of CPI +3.5% (after fees and tax), measured over rolling 5-year periods.

Timeframe

5 years

Suited to investors with an investment timeframe of more than 5 years.

Cost of product for $50,0001

$290 p.a.

Cost of product is a summary of ongoing fees and costs that can affect your super investment over 1 year. View detailed fee breakdown

Seeks to include investments in

energy
 
Clean energy
shared
 
Conservation and the environment
recycle
 
Waste reduction and recycling
food and water
 
Food and water scarcity
medical innovation
 
Medical and technological innovation
education
 
Education
health
 
Health care
green building
 
Green building

Seeks to avoid investments in

fossil fuel
 
Fossil fuels
gambling
 
Gambling
adult entertainment
 
Adult entertainment
shield

How our Socially Responsible investment option invests

Read more about this option's investment approach and guiding principles.

Find out more

Risk level

Very low
Low
Low to Medium
Medium
Medium to high
High
Very high

Investors should be aware that a negative annual return is expected between three and four times in any 20 years. Read more about the standard risk measure.

Performance

As at 31 March 2023 (updated monthly)
Account 1 month 3 months 1 year 3 years p.a. 5 years p.a. 7 years p.a. 10 years p.a.
Accumulation 0.00% 0.72% -2.94% 5.56% 3.48% 4.60% 5.40%
Income -0.01% 0.80% -3.43% 6.18% 3.83% 5.07% 6.03%
Past performance is not a reliable indicator of future performance.2

We have managed this option in-house since 1 July 2020.

Asset allocation

As at 31 December 2022 (updated quarterly)
Assets Allocation 3 Ranges

Cash 6.2% 0 - 30%

Fixed interest^ 13.8% 0 - 40%

Real estate 20.9% 0 - 35%

Equities* 54.8% 20 - 75%

Infrastructure 3.4% 0 - 30%

Commodities 0.4% 0 - 15%

Alternative assets 0.6% 0 - 20%

* Equities includes Australian Shares (0.4%), International Shares (47.5%) and Private Equity (6.9%).

View the detailed list of what this option invests in for Accumulation or Income accounts.


Shareholdings

As at 31 December 2022 (updated quarterly)

Top 10 by value

No. Company Country
1 Vestas Wind Systems
Denmark
2 Johnson Matthey
United Kingdom
3 Umicore Belgium
4 Daiwa House Industry
Japan
5 Novartis
Switzerland
6 Kimberly-Clark
USA
7 West Fraser Timber Canada
8 WH Group
Hong Kong
9 East Japan Railway
Japan
10 Amgen USA

View the detailed list of what this option invests in for Accumulation or Income accounts.

Investment icon

Create a better future for you and the planet

Our Socially Responsible investment option lets you save for the future while making a positive impact on the environment and society.

Read more
Report icon

See the impact your super is making

Read the latest outcomes for the Socially Responsible option in Australian Retirement Trust's 2021-22 Sustainable investment report.

Download now (pdf)

1. The cost of product assumes a balance of $50,000 at the beginning of the year, and is based on fees and costs for the year ended 30 June 2022. Other fees and costs may apply. If you have insurance, premiums will apply. Investment fees and costs includes an amount of 0.01% for performance fees. Read the Accumulation account product disclosure statement (PDS) for full details.
2. For periods of one year or less, the return is net of fees and costs, and tax. For periods greater than one year, the return is a compound annualised return, net of fees and costs, and tax.
3. These figures have been rounded for member reporting.


^ In the Lifetime option and Diversified options these assets provide diversification, a hedge against inflation and target yield enhancement. This asset class is also referred to as bonds.
  • Our products
    • Why QSuper?
    • Investment options
    • Fees
    • Insurance
    • Financial advice
  • Super & retirement
    • How much do you need?
    • Grow your super
    • Consolidate
    • Changing jobs
    • Seminars
    • Access your super
  • Investments
    • Performance
    • Unit prices
    • Graphs
    • Compare options
  • Calculators & Forms
    • Calculators
    • Forms
    • Publications
    • PDSs
    • TMDs
    • Member Outcomes Assessment
  • Contact us
    • 1300 360 750
      Mon-Fri 8.00am to 6.00pm AEST
  • About us 
  • Careers 
  • Sitemap 
  • Privacy 
  • Security 
  • Disclaimer 
  • Terms and conditions 
  • Disclosure 
We're part of Australian Retirement Trust
2020 awards
Facebook Twitter LinkedIn YouTube