#1 fund for weathering market ups and downs3
SuperRatings' Pension of the Year three 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 every 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 31 December 2020
Our Socially Responsible investment option lets you save for the future while making a positive impact on the environment and society.
1. Our total fee includes administration fees, investment fees, and indirect cost ratio. The investment fee and indirect cost ratio have been calculated using reasonable estimates of the fees and cost arrangements and asset allocations applicable as at 1 July 2020 and may differ from future fees and costs. 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.