Suitability and risk
Suits members who want exposure to a range of asset classes and are comfortable with the value of their investments fluctuating. You should also understand the explanation of listed property exposures in the How we invest your money booklet (PDF, 1.1MB) and that returns are different from (and more volatile than) returns from owning real property.
6 years
Suggested minimum investment time frame
High
Summary risk level
Pre-Mixed
Option type
$5.4 billion
Option size1
As at 30 April 2022
Expected frequency of negative annual return
4 to less than 6 in 20 years
Total investment fees and costs and transaction costs (%)
Super 0.38% | Pension 0.31%
Objective and performance
The Sustainable Balanced investment option invests in a diversified portfolio of Australian and international shares that are selected on the basis of sustainable investment criteria (and the application of some negative screens), together with Australian listed property, fixed interest, infrastructure, private equity and cash assets.
Please refer to the PDS for the most up to date investment returns objective information.
Performance against peers
2Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 31 May 2022
Timeframe | Sustainable Balanced performance | SuperRatings median performance | Outperformance |
---|---|---|---|
1 month | -2.22 | -1.22 | -1.00 |
3 months | -3.97 | -1.21 | -2.76 |
Financial year to date | -6.09 | -0.03 | -6.06 |
1 year | -2.95 | 1.95 | -4.90 |
3 years | 6.36 | 6.58 | -0.22 |
5 years | 6.80 | 6.69 | 0.11 |
7 years | 6.31 | 5.91 | 0.40 |
10 years | 9.08 | 8.28 | 0.80 |
Periods less than a year are not annualised. Some performance data are not yet available for this option.
Sustainable Balanced option performance ($)
2As at 03 Jul 2022
Performance against peers
2Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 31 May 2022
Timeframe | Sustainable Balanced performance | SuperRatings median performance | Outperformance |
---|---|---|---|
1 month | -2.46 | - | - |
3 months | -4.40 | - | - |
Financial year to date | -6.72 | - | - |
1 year | -3.43 | - | - |
3 years | 7.05 | - | - |
5 years | 7.58 | - | - |
7 years | 7.12 | - | - |
10 years | 10.33 | - | - |
Periods less than a year are not annualised. Some performance data are not yet available for this option.
Sustainable Balanced option performance ($)
2As at 03 Jul 2022
Allocations
Strategic asset allocation
3As at 01 April 2022
Asset class | Allocation |
---|---|
International Shares
|
44.0% |
Cash & Fixed Interest
|
30.0% |
Australian Shares
|
25.0% |
Infrastructure & Private Equity
|
1.0% |
Property
|
0.0% |
Australian Shares
- Transurban Group
- CSL Ltd
- Goodman Group
- Commonwealth Bank of Australia
- Macquarie Group Ltd
- Cleanaway Waste Management Ltd
- National Australia Bank Ltd
- Westpac Banking Corp
- NEXTDC Ltd
- ANZ Banking Group
- James Hardie Industries PLC
- Wesfarmers Ltd
- Rio Tinto Ltd
- ASX Ltd
- Qube Holdings Ltd
- REA Group Ltd
- Telstra Corp Ltd
- Cochlear Ltd
- Seek Ltd
- Carsales.com Ltd
- Reliance Worldwide Corp Ltd
International Shares
- Microsoft Corporation
- Alphabet Inc
- ASML Holding NV