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
$1.5 billion

Option size1

As at 30 June 2024

Expected frequency of negative annual return
Six or greater in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.36% | Pension: 0.29%

Objective and performance

To invest in a diversified portfolio of assets, including but not limited to, international and some Australian securities, and infrastructure and private equity assets (which may include development assets), whose business activities seek to address current and emerging environmental issues and opportunities. Refer to the ‘How we manage your investments’ section of How we invest your money (PDF, 601KB) for more information.

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 30 Sep 2024
CPI + 4% Global Environmental Opportunities performance Outperformance
7.2 8.1 0.9
Performance objectives are not promises or predictions of any particular rate of return.

        

        

Performance

2
% p.a.
As at 31 Oct 2024
Timeframe Global Environmental Opportunities return
1 month -1.51
3 months 2.08
Financial year to date 7.34
1 year 10.16
3 years -8.06
5 years 6.90
7 years 7.04
10 years 8.95
Periods less than a year are not annualised.

Global Environmental Opportunities option performance ($)

2
As at 05 Dec 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 30 Sep 2024
CPI + 4% Global Environmental Opportunities performance Outperformance
7.2 8.6 1.4
Performance objectives are not promises or predictions of any particular rate of return.

        

        

Performance

2
% p.a.
As at 31 Oct 2024
Timeframe Global Environmental Opportunities return
1 month -1.70
3 months 2.38
Financial year to date 8.42
1 year 11.23
3 years -9.13
5 years 7.28
7 years 7.48
10 years 9.66
Periods less than a year are not annualised.

Global Environmental Opportunities option performance ($)

2
As at 05 Dec 2024

Allocations

Strategic asset allocation

3
As at 28 September 2024
Asset class Allocation
International Shares
95.0%
Private equity
5.0%

Regional allocation

As at 30 June 2024
Region Allocation
USA
41.9%
Asia ex Japan
23.6%
Europe
21.5%
Australia
5.8%
Japan
5.4%
Other Developed
1.8%

Major Holdings

4

By value (descending order) as at 30 Jun 2024

5
  • Tesla Inc
  • Samsung SDI Co Ltd
  • Contemporary Amperex Technology Co Ltd
  • Digital Realty Trust Inc
  • BYD Co Ltd
  • Enphase Energy Inc
  • Alexandria Real Estate Equities Inc
  • Vestas Wind Systems A/S
  • Cleanaway Waste Management Ltd
  • Schneider Electric SE
X
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