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SuperRatings' Pension of the Year 4 years in a row4
Create a better future for you and the planet
Our Socially Responsible investment (SRI) option lets you make a positive contribution to the world while saving to reach your retirement goals. You can feel confident your money is invested in companies that have a positive social or environmental impact, and has minimal exposure (if any) to harmful or controversial industries.
Our Socially Responsible investment option is invested across a wide range of asset classes that are designed to address the environmental and social issues that our members have told us they care about. It also incorporates the environmental, social, and governance (ESG) factors that support many of our investment options.
To facilitate this, we've adopted the following high-level principles to guide how we invest money in this option:
This investment option seeks assets that can demonstrate a positive impact on environmental and social issues, such as:
It may also invest in other assets that help the total portfolio deliver a positive impact, such as sustainable development bonds/other green bonds, specialised listed global equities, real estate, infrastructure, private equity assets, and other funds.
In addition to the ethical principles that apply to many of our investment options, this option will have minimal exposure (if any) to issues that have negative environmental or social impacts, so it will avoid investing in:
This option suits medium to long-term investors who want their money to make a positive impact on
society and the environment. Read more about this option's objective, suggested investment timeframe,
and fees and costs.
Read the latest outcomes for the Socially Responsible option in Australian Retirement Trust's 2021-22 Sustainable investment report.
Not only will you be helping to create a better future for the planet and its people – you’ll be investing in a better financial future for you, too.
We will report at least annually on the highlights and positive impacts achieved by the Socially Responsible investment option’s collective investments.
We will actively vote and engage with the companies we invest in, and collaborate with other groups and institutional investors, to collectively effect change for the benefit of our members.
We expect our investments in this option will evolve over time, including investing in new assets as appropriate, and adapting to the changing needs and expectations of our members.
If you're serious about creating a better future, change your investment option to Socially Responsible.