Socially Responsible
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.
Total fee1
0.49% p.a.
Total fee includes administration fees (0.16%), investment fees, and indirect cost ratio. View detailed fee breakdown
Seeks investments in
Conservation and the environment
Waste reduction and recycling
Medical and technological innovation
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 30 April 2022 (updated monthly)
We have managed this option in-house since 1 July 2020.
Asset allocation
As at 31 March 2022 (updated quarterly)
| Assets |
Allocation 3 |
Ranges |
|
Cash |
4.4% |
0 - 30% |
|
Fixed interest^ |
23.0% |
0 - 40% |
|
Real estate |
19.8% |
0 - 35% |
|
Equities* |
50.6% |
20 - 65% |
|
Infrastructure |
1.5% |
0 - 30% |
|
Alternative assets |
0.7% |
0 - 20% |
|
Commodities |
0.1% |
0 - 15% |
Shareholdings
As at 31 March 2022 (updated quarterly)
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
See the impact your super is making
You can measure the positive impact your super is having through this option. Check out the highlights,
or read our Socially Responsible Option Outcomes Report in full.
See results
1. Our total fee includes administration fees (including a Trustee fee paid from the general reserves), investment fees, and indirect cost ratio for the financial year ended 30 June 2021. The total fees and any other applicable fees are deducted daily from the unit price before the unit price is declared and may differ from future fees and costs.
2. For periods of one year or less, the return is net of fees and tax. For periods greater than one year, the return is a compound annualised return, net of fees 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.