| INVESTMENT OPTION TYPE |
Sector |
| Member suitability |
Suitable for members with a very high risk tolerance who are seeking a very high level of expected returns.
|
Performance objectives*
|
To achieve returns (after Fund taxes and investment fees) that are at least 5.0% p.a. more than inflation (CPI) over the suggested investment time frame.
|
Investment strategy
|
To invest in a diversified portfolio of international companies whose business activities seek to address current and emerging environmental issues and opportunities and make a profit from these activities.
|
Minimum suggested investment time frame
|
Seven years
|
Expected frequency of negative annual return
|
Six in 20 years
|
Summary risk level
|
Very high
|
Option size
|
$23.20 million (as at 30 April 2013)1
|
* These are not promises or predictions of any particular rate of return.
1 This figure includes funds attributable to both the Accumulation and Pension versions of this option, as well as funds that have been invested by, and that form part of, some of the Pre-mixed options.
Option Performance (%)1
|
As of 30 Apr 2013
|
1 Month |
3 Months |
FYTD |
1 Year |
3 Years (p.a) |
5 Years (p.a) |
7 Years (p.a) |
| Global Environmental Opportunities Option |
2.78 |
7.32 |
27.13 |
20.24 |
-- |
-- |
-- |
| SuperRatings Median |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
| Outperformance |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
|
Option Performance ($)2
Strategic asset allocation (%)3
Last updated on 30 June 2012
Major Holdings4
As of 30 April 2013
ABB Ltd
Emerson Electric Co
Schneider Electric SA
East Japan Railway Co
Eaton Corp PLC
Denso Corp
Rockwell Automation Inc
Pentair Ltd
BorgWarner Inc
British Land Co PLC
Infineon Technologies AG
Alfa Laval AB
Rock Tenn Co
LKQ Corp
Mohawk Industries Inc
Cree Inc
Red Electrica Corp SA
Xylem Inc/NY
Umicore SA
Donaldson Co Inc
View Disclaimer Information more
1 Past performance is not an indicator of future performance. Option returns are calculated net of investment expenses and Fund taxes but are gross of account-based fees. Three, five, and seven-year returns are per annum. Due to rounding, excess return (measured to one-decimal place) may not equate to the difference between option return and median return. The SuperRatings data is based on the SuperRatings survey for the relevant period and does not take into account any subsequent revisions or corrections made by SuperRatings. At the time of preparation, UniSuper was not aware of any revisions or corrections which would be materially adverse to members.
2 Past performance is not an indicator of future performance. This graph shows the growth of $10,000 invested in this option over the period illustrated net of investment expenses and fund taxes but gross of account-based fees. No adjustments have been made to reflect the impact of inflation.
Note that the graph uses interim daily crediting rates and does not reflect the final crediting rates which are used to calculate option performance in the table above.
3 The strategic asset allocation may change throughout your UniSuper membership. In particular, the trustee may alter the strategic asset allocation from time to time to suit prevailing market circumstances. Actual allocation will deviate from their targets, but are monitored so they are kept within a range approved by the Trustee.
4 These holdings may change from time to time. The above holdings are the outcome of various strategies applied by UniSuper and by a range of investment managers taking into account a variety of considerations, many of which are specific to UniSuper and superannuation funds in general. The above lists are published for informational purposes only and are not a recommendation or endorsement of any of the companies listed, for inclusion in your personal portfolio. Before selecting companies to invest in personally, you should seek professional financial advice that takes into account your personal circumstances and investment objectives.
This information is of a general nature only and does not take into account your individual objectives, financial situation or needs. You should read the product disclosure statement and booklets relevant to your membership category, consider the appropriateness of the information having regard to your personal circumstances and consider consulting a licensed financial adviser before making an investment decision based on information contained in this document.