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
$1.8 billion

Option size1

As at 29 February 2024

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

Objective and performance

To invest 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. 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 31 Mar 2024
CPI + 4% Global Environmental Opportunities performance Outperformance
7.2 9.2 2.0
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 May 2024
Timeframe Global Environmental Opportunities performance SuperRatings median performance Outperformance
1 month 2.07 - -
3 months 2.25 - -
Financial year to date -10.69 - -
1 year -7.86 - -
3 years -3.50 - -
5 years 8.32 - -
7 years 8.11 - -
10 years 8.72 - -
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 Jul 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 31 Mar 2024
CPI + 4% Global Environmental Opportunities performance Outperformance
7.2 9.9 2.7
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 2024
Timeframe Global Environmental Opportunities performance SuperRatings median performance Outperformance
1 month 2.35 - -
3 months 2.57 - -
Financial year to date -11.83 - -
1 year -8.99 - -
3 years -4.19 - -
5 years 8.87 - -
7 years 8.70 - -
10 years 9.44 - -
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 Jul 2024

Allocations

Strategic asset allocation

3
As at 01 June 2024
Asset class Allocation
International Shares
100.0%

Regional allocation

As at 29 February 2024
Region Allocation
USA
44.3%
Asia ex Japan
24.4%
Europe
20.1%
Japan
6.8%
Australia
2.9%
Other Developed
1.5%
Other Emerging
0.0%

Major Holdings

4

By value (descending order) as at 29 Feb 2024

5
  • Tesla Inc
  • Digital Realty Trust Inc
  • Enphase Energy Inc
  • Samsung SDI Co Ltd
  • Vestas Wind Systems A/S
  • Contemporary Amperex Technology Co Ltd
  • Alexandria Real Estate Equities Inc
  • BYD Co Ltd
  • Longi Green Energy technology Co Ltd
  • Kingspan Group PLC
X
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