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
$3.2 billion

Option size1

As at 31 August 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

To achieve returns that exceeds CPI by 4.5% over 7 years.2

Performance against objective

2
% p.a. over 7 years
As at 30 Jun 2021
CPI + 4.5% Global Environmental Opportunities performance Outperformance
6.2 15.3 9.1
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 Aug 2021
Timeframe Global Environmental Opportunities performance SuperRatings median performance Outperformance
1 month 1.99 - -
3 months 9.02 - -
Financial year to date 2.64 - -
1 year 30.40 - -
3 years 21.65 - -
5 years 19.54 - -
7 years 16.08 - -
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 14 Oct 2021

Objective

To achieve returns that exceeds CPI by 4.5% over 7 years.2

Performance against objective

2
% p.a. over 7 years
As at 30 Jun 2021
CPI + 4.5% Global Environmental Opportunities performance Outperformance
6.2 16.8 10.6
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 Aug 2021
Timeframe Global Environmental Opportunities performance SuperRatings median performance Outperformance
1 month 2.18 - -
3 months 9.62 - -
Financial year to date 2.90 - -
1 year 33.48 - -
3 years 23.79 - -
5 years 21.55 - -
7 years 17.66 - -
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 14 Oct 2021

Allocations

Strategic asset allocation

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

Regional allocation

As at 31 August 2021
Region Allocation
USA
50.4%
Europe
19.4%
Asia ex Japan
16.5%
Japan
8.5%
Other Developed
3.2%
Australia
2.0%
Other
0.0%

Major holdings

4

By value (descending order) as at 31 Aug 2021

5
  • Tesla Inc
  • Digital Realty Trust Inc
  • SolarEdge Technologies Inc
  • Enphase Energy Inc
  • Samsung SDI Co Ltd
  • Vestas Wind Systems A/S
  • Kilroy Realty Corp
  • Kingspan Group PLC
  • Plug Power Inc
  • LONGi Green Energy Technology Co Ltd
  • Douglas Emmett Inc
  • Cleanaway Waste Management Ltd
  • Central Japan Railway Co
  • East Japan Railway Co
  • Contemporary Amperex Technology Co Ltd
  • Xylem Inc
  • Siemens Gamesa Renewable Energy SA
  • Nippon Prologis REIT Inc
  • Cousins Properties Inc
  • CapitaLand Integrated Commercial
  • ROCKWOOL International A/S
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