Suitability and risk

Suits members who want to invest in a specific asset class and are comfortable with the value of their investments fluctuating.

7 years
Suggested minimum investment time frame
Very High
Summary risk level
Sector
Option type
$3.6 billion

Option size1

As at 30 November 2021

Expected frequency of negative annual return
6 or greater in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.46% | Pension: 0.39%

Objective and performance

The Global Environmental Opportunities investment option invests in a diversified portfolio of securities (including but not limited to) international companies whose business activities seek to address current and emerging environmental issues and opportunities.

Please refer to the PDS for the most up to date investment returns objective information.

Objective

To achieve returns that exceeds CPI by 4% over 7 years.2

Performance against objective

2
% p.a. over 7 years
As at 30 Sep 2021
CPI + 4% Global Environmental Opportunities performance Outperformance
5.7 15.5 9.8
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 31 Dec 2021
Timeframe Global Environmental Opportunities performance SuperRatings median performance Outperformance
1 month -5.78 - -
3 months 6.51 - -
Financial year to date 5.13 - -
1 year 10.00 - -
3 years 27.17 - -
5 years 19.12 - -
7 years 15.72 - -
10 years - - -
Periods less than a year are not annualised. Some performance data are not yet available for this option.

Global Environmental Opportunities option performance ($)

2
As at 24 Jan 2022

Objective

To achieve returns that exceeds CPI by 4% over 7 years.2

Performance against objective

2
% p.a. over 7 years
As at 30 Sep 2021
CPI + 4% Global Environmental Opportunities performance Outperformance
5.7 17.0 11.3
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 31 Dec 2021
Timeframe Global Environmental Opportunities performance SuperRatings median performance Outperformance
1 month -6.26 - -
3 months 7.11 - -
Financial year to date 5.61 - -
1 year 10.64 - -
3 years 30.00 - -
5 years 21.04 - -
7 years 17.24 - -
10 years - - -
Periods less than a year are not annualised. Some performance data are not yet available for this option.

Global Environmental Opportunities option performance ($)

2
As at 24 Jan 2022

Allocations

Strategic asset allocation

3
As at 01 November 2021
Asset class Allocation
International Shares
100.0%

Regional allocation

As at 30 November 2021
Region Allocation
USA
55.1%
Asia ex Japan
18.6%
Europe
15.1%
Japan
6.9%
Other Developed
2.5%
Australia
1.8%
Other
0.0%

Major holdings

4

By value (descending order) as at 30 Nov 2021

5
  • Tesla Inc
  • Digital Realty Trust Inc
  • Enphase Energy Inc
  • SolarEdge Technologies Inc
  • Samsung SDI Co Ltd
  • Contemporary Amperex Technology Co Ltd
  • Vestas Wind Systems A/S
  • LONGi Green Energy Technology Co Ltd
  • Plug Power Inc
  • Kilroy Realty Corp
  • Kingspan Group PLC
  • Advanced Drainage Systems Inc
  • Alexandria Real Estate Equities
  • Cleanaway Waste Management Ltd
  • Douglas Emmett Inc
  • Cousins Properties Inc
  • Central Japan Railway Co
  • East Japan Railway Co
  • CapitaLand Integrated Commercial
  • Siemens Gamesa Renewable Energy SA
  • Xylem Inc
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