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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.

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

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

Avoids investments in

fossil fuel
 
Fossil fuels
gambling
 
Gambling
adult entertainment
 
Adult entertainment
tobacco
 
Tobacco products
mine
 
Landmines
cluster
 
Cluster munitions
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 30 April 2022 (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 -1.23% -1.16% -1.98% 3.42% 4.86% 4.21% 6.67%
Income -1.43% -1.40% -2.50% 3.78% 5.34% 4.62% 7.51%
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 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%

* Equities includes Australian Shares (0.4%), International Shares (45.6%) and Private Equity (4.6%).

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


Shareholdings

As at 31 March 2022 (updated quarterly)

Top 10 by value

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

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.
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