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
$2.9 billion

Option size1

As at 31 January 2021

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 31 Dec 2020
CPI + 4.5% Global Environmental Opportunities performance Outperformance
6.1 14.6 8.5
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 Jan 2021
Timeframe Global Environmental Opportunities performance SuperRatings median performance Outperformance
1 month 4.55 - -
3 months 26.41 - -
Financial year to date 48.77 - -
1 year 49.34 - -
3 years 23.28 - -
5 years 21.28 - -
7 years 15.51 - -
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 04 Mar 2021

Objective

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

Performance against objective

2
% p.a. over 7 years
As at 31 Dec 2020
CPI + 4.5% Global Environmental Opportunities performance Outperformance
6.1 16.1 10.0
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 31 Jan 2021
Timeframe Global Environmental Opportunities performance SuperRatings median performance Outperformance
1 month 4.97 - -
3 months 29.40 - -
Financial year to date 54.97 - -
1 year 55.24 - -
3 years 25.67 - -
5 years 23.46 - -
7 years 17.08 - -
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 04 Mar 2021

Allocations

Strategic asset allocation

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

Regional allocation

As at 31 January 2021
Region Allocation
Japan
7.4%
Other
0.0%
Other Developed
4.5%
Australia
1.9%
USA
54.1%
Europe
19.7%
Asia ex Japan
12.4%

Major holdings

4

By value (descending order) as at 31 Jan 2021

5
  • Tesla Inc
  • SolarEdge Technologies Inc
  • Digital Realty Trust Inc
  • Samsung SDI Co Ltd
  • Enphase Energy Inc
  • Plug Power Inc
  • Vestas Wind Systems A/S
  • Ballard Power Systems Inc
  • Xylem Inc
  • Kilroy Realty Corp
  • Citrix Systems Inc
  • Siemens Gamesa Renewable Energy SA
  • Yadea Group Holdings
  • East Japan Railway Co
  • Central Japan Railway Co
  • Cleanaway Waste Management Ltd
  • Vmware Inc
  • Sunrun Inc
  • Kingspan Group PLC
  • Scatec Solar ASA
  • CapitaLand Mall Trust
X
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