A focus on strong performance
SuperRatings' Pension of the Year 4 years in a row4
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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.
An annual return of CPI +3.5% (after fees and tax), measured over rolling 5-year periods.
Suited to investors with an investment timeframe of more than 5 years.
Cost of product is a summary of ongoing fees and costs that can affect your super investment over 1 year. View detailed fee breakdown
Read more about this option's investment approach and guiding principles.
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.
We have managed this option in-house since 1 July 2020.
* Equities includes Australian Shares (0.4%), International Shares (49.1%) and Private Equity (5.5%).
View the detailed list of what this option invests in for Accumulation or Income accounts.
Our Socially Responsible investment option lets you save for the future while making a positive impact on
the environment and society.
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.
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.