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
$2.7 billion

Option size1

As at 30 April 2022

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 exceed CPI by 4% over 7 years.2

Performance against objective

2
% p.a. over 7 years
As at 31 Mar 2022
CPI + 4% Global Environmental Opportunities performance Outperformance
6.1 13.7 7.6
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 May 2022
Timeframe Global Environmental Opportunities performance SuperRatings median performance Outperformance
1 month -1.02 - -
3 months -5.33 - -
Financial year to date -8.29 - -
1 year -2.59 - -
3 years 17.35 - -
5 years 13.34 - -
7 years 11.54 - -
10 years 15.07 - -
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 03 Jul 2022

Objective

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

Performance against objective

2
% p.a. over 7 years
As at 31 Mar 2022
CPI + 4% Global Environmental Opportunities performance Outperformance
6.1 15.0 8.9
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 May 2022
Timeframe Global Environmental Opportunities performance SuperRatings median performance Outperformance
1 month -1.12 - -
3 months -5.82 - -
Financial year to date -9.04 - -
1 year -3.10 - -
3 years 18.99 - -
5 years 14.59 - -
7 years 12.60 - -
10 years 16.77 - -
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 03 Jul 2022

Allocations

Strategic asset allocation

3
As at 01 April 2022
Asset class Allocation
International Shares
100.0%

Regional allocation

As at 30 April 2022
Region Allocation
USA
53.6%
Asia ex Japan
18.0%
Europe
16.8%
Japan
6.9%
Other Developed
2.5%
Australia
2.3%
Other
0.0%

Major holdings

4

By value (descending order) as at 30 Apr 2022

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