investments
Socially Responsible Balanced
Performance objectives:
We aim to achieve returns:
- That are at least 3.0% p.a. more than inflation (CPI) after Fund taxes and investment fees.
Investment strategy:
To invest in a diversified portfolio comprising Australian shares and international shares that are selected on the basis of sustainable criteria and in fixed interest and cash assets.
Minimum suggested time frame for investment:
Six years.
Fund size:
$271.30 million (as at 31 March 2012)
Option Performance (%)1
As at 31 March 2012| 1 Month | 3 Months | FYTD | 1 Year | 3 Years (p.a.) |
5 Years (p.a.) |
7 Years (p.a.) |
|
|---|---|---|---|---|---|---|---|
| Socially Responsible Balanced Option (Accumulation) | 1.48 | 6.02 | 0.80 | 0.19 | 8.32 | -- | -- |
| SuperRatings Median | -- | -- | -- | -- | -- | -- | -- |
| Outperformance | -- | -- | -- | -- | -- | -- | -- |
Option Performance ($)2
As at 16 May 2012Top Holdings4
As at 31 March 2012Australian Shares
BHP Billiton Ltd
Westpac Banking Corp
Australia & New Zealand Banking
National Australia Bank Ltd
Rio Tinto Ltd
Wesfarmers Ltd
Woolworths Ltd
Newcrest Mining Ltd
Telstra Corp Ltd
Woodside Petroleum Ltd
International Shares
IBM
General Electric Co
Nestle SA
Johnson & Johnson
HSBC Holdings PLC
Novartis AG
Intel Corp
Vodafone Group PLC
Samsung Electronics Co Ltd
Roche Holding AG
Industry awards
SuperRatings - Industry Non-Public Offer
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 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.
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.
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