Suitability and risk
Suits members who want exposure to a range of higher risk asset classes, are comfortable with the value of their investments fluctuating, are comfortable with greater volatility because of sustainable screens, and are comfortable with the explanation of listed property exposures in our How we invest your money booklet (PDF, 1.1MB) and the returns being different from (and more volatile than) returns from owning real property.
Option size1
As at 31 December 2023
Objective and performance
To invest in a diversified portfolio of securities (including but not limited to securities) comprising Australian and international shares selected on the basis of sustainable investment criteria (and the application of some negative screens and/or positive screens), together with Australian listed property, infrastructure and private equity, property with some fixed interest and cash investments. Refer to the ‘How we manage your investments’ section of ‘How we invest your money booklet (PDF, 1.1 MB)’ for more information.
Sustainable and environmental investing means different things to different people. Different products have different investment criteria. Read our website to find out what sustainable and environmental investing means to us and what our investment options invest in.
Objective
Performance against objective
2CPI + 4% | Sustainable High Growth performance | Outperformance |
---|---|---|
7.1 | 9.2 | 2.1 |
Performance against peers
2Timeframe | Sustainable High Growth performance | SuperRatings median performance | Outperformance |
---|---|---|---|
1 month | 4.16 | - | - |
3 months | 10.81 | - | - |
Financial year to date | 11.31 | - | - |
1 year | 17.75 | - | - |
3 years | 8.08 | - | - |
5 years | 10.33 | - | - |
7 years | 10.03 | - | - |
10 years | 9.80 | - | - |
Sustainable High Growth option performance ($)
2Objective
Performance against objective
2CPI + 4% | Sustainable High Growth performance | Outperformance |
---|---|---|
7.1 | 10.1 | 3.0 |
Performance against peers
2Timeframe | Sustainable High Growth performance | SuperRatings median performance | Outperformance |
---|---|---|---|
1 month | 4.59 | - | - |
3 months | 12.00 | - | - |
Financial year to date | 12.56 | - | - |
1 year | 19.93 | - | - |
3 years | 8.83 | - | - |
5 years | 11.33 | - | - |
7 years | 11.01 | - | - |
10 years | 10.81 | - | - |
Sustainable High Growth option performance ($)
2Allocations
Strategic asset allocation
3Asset class | Allocation |
---|---|
International Shares
|
56.0% |
Australian Shares
|
38.0% |
Infrastructure & Private Equity
|
6.0% |
Property
|
0.0% |
Cash & Fixed Interest
|
0.0% |
Regional allocation
Region | Allocation |
---|---|
Australia
|
39.4% |
USA
|
39.3% |
Europe
|
11.5% |
Japan
|
4.1% |
Asia ex Japan
|
3.1% |
Other Developed
|
2.5% |
Other Emerging
|
0.1% |
- CSL Ltd
- Goodman Group
- Commonwealth Bank of Australia
- Cleanaway Waste Management Ltd
- Wesfarmers Ltd
- Macquarie Group Ltd
- NEXTDC Ltd
- Rio Tinto Ltd
- Telstra Group Ltd
- Transurban Group
- Microsoft Corporation
- Apple Inc
- London Stock Exchange Group PLC
- NVIDIA Corp
- Amazon.com Inc
- JPMorgan Chase & Co
- ASML Holding NV
- Unitedhealth Group Inc
- Mastercard Inc
- Alphabet Inc