Global Environmental Opportunities

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INVESTMENT OPTION TYPE Sector
Member suitability Suits members who want to invest in a specific asset class and are comfortable with the value of their investments fluctuating.
Performance objective*
To achieve returns (after Fund taxes and investment expenses, before deducting account-based fees) that are at least 4.5% p.a. more than inflation (CPI) over the suggested 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.
Suggested investment time frame
Minimum of seven years
Expected frequency of negative annual return
Four to less than six in 20 years
Summary risk level
High
Option size#
$548.60 million (as at 31 January 2019)
Total fees and costs (%) 0.46 (accumulation), 0.33 (TTR and Pension)

* Performance objectives are not promises or predictions of any particular rate of return.
# Size of both accumulation and pension assets.


Option Performance (%)1

As of 31 Jan 2019

Global Environmental Opportunities Option SuperRatings Median Outperformance
1 Month 5.21 -- --
3 Months 3.00 -- --
FYTD -1.10 -- --
1 Year 0.86 -- --
3 Years (p.a) 12.20 -- --
5 Years (p.a) 8.11 -- --
7 Years (p.a) -- -- --
10 Years (p.a) -- -- --

Option Performance ($)2

Strategic asset allocation (%)3

Last updated on 1 September 2014

Regional allocation

Major Holdings4

By value (descending order) as at 31 January 20195


Central Japan Railway Co
Servicenow Inc
East Japan Railway Co
Digital Realty Trust Inc
Rockwell Automation Inc
Xylem Inc
Vmware Inc
Citrix Systems Inc
Arista Networks Inc
Cyrusone Inc
Cognex Corp
SolarEdge Technologies Inc
Tesla Inc
Vestas Wind Systems A/S
Samsung SDI Co Ltd
Logmein Inc
Proofpoint Inc
Pennon Group PLC
Akamai Technologies Inc
Kingspan Group Plc
Alstom SA

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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. Due to rounding, excess return 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.

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 and may be altered by the trustee 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. Value includes direct holdings only and does not include exposures from indirect holdings.

5 Value includes direct holdings only and does not include exposures from indirect holdings.

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.