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.

7 years
Suggested minimum investment time frame
High
Summary risk level
Pre-Mixed
Option type
$6.4 billion

Option size1

As at 31 December 2023

Expected frequency of negative annual return
Four to less than six in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.45% | Pension: 0.37%

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

To achieve returns (after taxes and investment expenses, before deducting account-based fees) that are at least 4% p.a. more than inflation (CPI) over the suggested time frame.2

Performance against objective

2
% p.a. over 7 years
As at 31 Dec 2023
CPI + 4% Sustainable High Growth performance Outperformance
7.1 9.2 2.1
Performance objectives are not promises or predictions of any particular rate of return.

Performance against peers

2
Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 29 Feb 2024
Timeframe 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 - -
Periods less than a year are not annualised. Some performance data are not yet available for this option.

Sustainable High Growth option performance ($)

2
As at 11 Apr 2024

Objective

To achieve returns (after taxes and investment expenses, before deducting account-based fees) that are at least 4% p.a. more than inflation (CPI) over the suggested time frame.2

Performance against objective

2
% p.a. over 7 years
As at 31 Dec 2023
CPI + 4% Sustainable High Growth performance Outperformance
7.1 10.1 3.0
Performance objectives are not promises or predictions of any particular rate of return.

Performance against peers

2
Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 29 Feb 2024
Timeframe 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 - -
Periods less than a year are not annualised. Some performance data are not yet available for this option.

Sustainable High Growth option performance ($)

2
As at 11 Apr 2024