Outcomes Report 2020-21Socially Responsible option

After 12 months of managing our redesigned Socially Responsible option in-house, we measured the positive impact your super is having through this option.

Download report (pdf)

The fastest-growing investment option of its kind

According to SuperRatings, our Socially Responsible option had the highest relative growth to June 2021.

It's a member-focused option, with tangible, real-world outcomes for a variety of environmental and social concerns – and investment returns that are the envy of other super funds.

Strong returns of 14.9%

We saw strong investment returns for the financial year ending 30 June 2021.

82% increase in members

Members are switching to this option more than ever before.

174% increase in assets

More members are investing more money in this option.

Our journey so far

Over the past 2 years, we asked our members what they wanted to see in a socially responsible investment option from us, redesigned the option, and began managing its investments in-house.

Investment strategy

Our Socially Responsible option has an investment objective of CPI+3.5% per year (after fees and tax) over rolling 5-year periods, with an investment timeframe of 5 years or more.

We aim to deliver on this objective with fewer ups and downs by:

  • Using our risk-balanced investment approach
  • Seeking assets that make a positive impact
  • Avoiding assets with a negative impact.

The Gondwana mandate

In June 2021, we entered the new Gondwana mandate, through which our SRI option can invest in private equity, infrastructure, and private debt - assets that do a lot of good but are difficult for individuals to invest in.

Read story

Alignment and impact

Our members told us they wanted our SRI option to align to strategies that have a positive impact on both planet and people.

Some of your money in our Socially Responsible option is invested in assets that meet these goals, and some is invested according to the SDGs.

SDG Logo

Amount invested in UN Sustainable Development Goals (SDGs)

SDG Logo

$41.1m

Zero Hunger

SDG2

SDG Logo

$90.2m

Good health and well-being

SDG3

SDG Logo

$7.3m

Quality education

SDG4

SDG Logo

$8.3m

Clean water and sanitation

SDG6

SDG Logo

$95.9m

Affordable and clean energy

SDG7

SDG Logo

$0.3m

Industry, innovation, and infrastructure

SDG9

SDG Logo

$117.6m

Sustainable cities and communities

SDG11

SDG Logo

$5.1m

Life on land

SDG15

$366m (38%)

invested in SDGs for positive impact

Total investment of $965m

All of the money in our Socially Responsible option is invested in the way members told us they wanted.

Seeks investments in:

  • Icon Clean energy
  • Icon Conservation and the environment
  • Icon Waste reduction and recycling
  • Icon Food and water scarcity
  • Icon Medical and technological innovation
  • Icon Education
  • Icon Health care
  • Icon Green building

Avoids investments in:

  • Icon Fossil fuels
  • Icon Gambling
  • Icon Adult entertainment
  • Icon Landmines
  • Icon Cluster munitions
  • Icon Tobacco products

A few examples of what your investment produces

Case study

Trellis House

This example of green building and sustainable communities is a mixed-use, multi-family, mid-rise property in Washington, DC.

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Case study

Solar farms and more

Through BlackRock iShares green bonds index fund, we fund projects including solar farms in the Sunshine Coast and Warwick.

Read story

Case study

Axia Women's Health

This provider of women's health and medical services focuses on improving patient wellness, disease prevention, and maternity outcomes across the US.

Read story

Keeping you informed

It's hard to know what impact your superannuation investments are having on a global scale – for good or for ill. That's why we're reporting on the positive impact your super can make when you invest in our Socially Responsible investment option.

As we develop our socially and environmentally responsible investment portfolio, we'll keep you informed of progress and developments along the way.

For more information

Find out more about how our Socially Responsible option works, or download the full report (pdf) to learn more about the impact your super is making on the world.