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
$2.0 billion

Option size1

As at 30 November 2023

Expected frequency of negative annual return
4 to less than 6 in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.38% | Pension: 0.31%

Objective and performance

The Global Environmental Opportunities investment option invests in a diversified portfolio of shares and securities in international companies and some Australian 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 Dec 2023
CPI + 4% Global Environmental Opportunities performance Outperformance
7.1 10.2 3.1
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 Jan 2024
Timeframe Global Environmental Opportunities performance SuperRatings median performance Outperformance
1 month -8.43 - -
3 months 2.08 - -
Financial year to date -16.41 - -
1 year -16.06 - -
3 years -7.46 - -
5 years 8.04 - -
7 years 8.62 - -
10 years 8.08 - -
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 28 Feb 2024

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 Dec 2023
CPI + 4% Global Environmental Opportunities performance Outperformance
7.1 11.0 3.9
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 Jan 2024
Timeframe Global Environmental Opportunities performance SuperRatings median performance Outperformance
1 month -9.47 - -
3 months 2.39 - -
Financial year to date -18.22 - -
1 year -18.07 - -
3 years -8.57 - -
5 years 8.53 - -
7 years 9.25 - -
10 years 8.71 - -
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 28 Feb 2024

Allocations

Strategic asset allocation

3
As at 28 September 2023
Asset class Allocation
International Shares
100.0%

Regional allocation

As at 30 November 2023
Region Allocation
USA
43.2%
Asia ex Japan
25.7%
Europe
20.6%
Japan
6.9%
Australia
2.2%
Other
1.4%

Major Holdings

4

By value (descending order) as at 30 Nov 2023

5
  • Tesla Inc
  • Digital Realty Trust Inc
  • Samsung SDI Co Ltd
  • Vestas Wind Systems A/S
  • Contemporary Amperex Technology
  • Enphase Energy Inc
  • BYD Co Ltd
  • Alexandria Real Estate Equities Inc
  • Longi Green Energy technology Co Ltd
  • Kingspan Group PLC
X
Cookies help us improve your website experience.
By using our website, you agree to our use of cookies.
Confirm