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
$1.8 billion

Option size1

As at 31 October 2020

Expected frequency of negative annual return
6 or greater in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.49% | Pension: 0.40%

Objective and performance

This 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.

Objective

Outperform: CPI by 4.5% p.a. over 7 years2

Performance against objective

2
% p.a. over 7 years
As at 30 Sep 2020
CPI + 4.5% Global Environmental Opportunities performance Outperformance
6.1 13.2 7.1
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 31 Oct 2020
Timeframe Global Environmental Opportunities performance SuperRatings median performance Outperformance
1 month -0.54 - -
3 months 11.41 - -
Financial year to date 17.68 - -
1 year 29.12 - -
3 years 14.19 - -
5 years 14.10 - -
7 years 12.75 - -
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 01 Dec 2020

Objective

Outperform: CPI by 4.5% p.a. over 7 years2

Performance against objective

2
% p.a. over 7 years
As at 30 Sep 2020
CPI + 4.5% Global Environmental Opportunities performance Outperformance
6.1 14.5 8.4
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 Oct 2020
Timeframe Global Environmental Opportunities performance SuperRatings median performance Outperformance
1 month -0.62 - -
3 months 12.69 - -
Financial year to date 19.76 - -
1 year 32.27 - -
3 years 15.53 - -
5 years 15.43 - -
7 years 14.04 - -
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 01 Dec 2020

Allocations

Strategic asset allocation

3
As at 01 October 2020
Asset class Allocation
International Shares
100.0%

Regional allocation

As at 31 October 2020
Region Allocation
USA
52.3%
Europe
21.8%
Asia ex Japan
10.7%
Japan
9.1%
Other Developed
3.4%
Australia
2.7%
Other
0.0%

Major holdings

4

By value (descending order) as at 31 Oct 2020

5
  • SolarEdge Technologies Inc
  • Digital Realty Trust Inc
  • Tesla Inc
  • Samsung SDI Co Ltd
  • Vestas Wind Systems A/S
  • Enphase Energy Inc
  • Citrix Systems Inc
  • Kingspan Group PLC
  • Xylem Inc
  • Cleanaway Waste Management Ltd
  • Vmware Inc
  • Central Japan Railway Co
  • East Japan Railway Co
  • Siemens Gamesa Renewable Energy SA
  • Alstom SA
  • Plug Power Inc
  • Nippon Prologis REIT Inc
  • CapitaLand Mall Trust
  • Ballard Power Systems Inc
  • Universal Display Corp
  • Advanced Drainage Systems Inc
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