#1 fund for weathering market ups and downs3
SuperRatings' Pension of the Year 4 years in a row4
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.
Total fee includes administration fees (0.16%), investment fees, and indirect cost ratio. 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.
This option transitioned to being managed by QSuper effective 1 July 2020.
View shareholdings as at 30 September 2021
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. Our total fee includes administration fees, 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.