Suitability and risk
Suits members who want exposure to a range of asset classes, are comfortable with the value of their investments fluctuating, are comfortable with greater volatility because of sustainable screens, and are comfortable with the explanation of listed property exposures in the How we invest your money booklet (PDF, 1.1MB) and the returns being different from (and more volatile than) returns from owning real property.
Option size1
As at 30 November 2023
Objective and performance
To invest 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 and/or positive screens), together with Australian listed property, fixed interest, infrastructure, private equity and cash assets. Refer to the ‘How we manage your investments’ section of ‘How we invest your money booklet (PDF, 1.1 MB)’ for more information.
Sustainable and environmental investing means different things to different people. Different products have different investment criteria. Read our website to find out what sustainable and environmental investing means to us and what our investment options invest in.
Objective
Performance against objective
2CPI + 3% | Sustainable Balanced performance | Outperformance |
---|---|---|
6.3 | 6.9 | 0.6 |
Performance against peers
2Timeframe | Sustainable Balanced performance | SuperRatings median performance | Outperformance |
---|---|---|---|
1 month | 1.59 | 1.13 | 0.46 |
3 months | 9.65 | 8.12 | 1.53 |
Financial year to date | 5.59 | 4.78 | 0.81 |
1 year | 10.58 | 7.64 | 2.94 |
3 years | 4.82 | 5.61 | -0.79 |
5 years | 7.94 | 6.97 | 0.97 |
7 years | 7.68 | 6.92 | 0.76 |
10 years | 7.75 | 6.99 | 0.76 |
Sustainable Balanced option performance ($)
2Objective
Performance against objective
2CPI + 3% | Sustainable Balanced performance | Outperformance |
---|---|---|
6.3 | 7.6 | 1.3 |
Performance against peers
2Timeframe | Sustainable Balanced performance | SuperRatings median performance | Outperformance |
---|---|---|---|
1 month | 1.77 | - | - |
3 months | 10.88 | - | - |
Financial year to date | 6.29 | - | - |
1 year | 11.90 | - | - |
3 years | 5.16 | - | - |
5 years | 8.75 | - | - |
7 years | 8.51 | - | - |
10 years | 8.66 | - | - |
Sustainable Balanced option performance ($)
2Allocations
Strategic asset allocation
3Asset class | Allocation |
---|---|
International Shares
|
39.0% |
Cash & Fixed Interest
|
28.0% |
Australian Shares
|
24.0% |
Infrastructure & Private Equity
|
9.0% |
Property
|
0.0% |
- First Sentier Managed Debt Trust
- Commonwealth Bank of Australia
- National Australia Bank Ltd
- ANZ Banking Group
- Westpac Banking Corp
- State of Queensland
- State of New South Wales
- Asian Development Bank
- International Bank for Reconstruction & Development
- Commonwealth of Australia
- Commonwealth Bank of Australia
- Transurban Group
- CSL Ltd
- Goodman Group
- Cleanaway Waste Management Ltd
- NEXTDC Ltd
- Wesfarmers Ltd
- Macquarie Group Ltd
- Telstra Group Ltd
- Chorus Ltd
- Microsoft Corporation
- Apple Inc
- NVIDIA Corp
- London Stock Exchange Group PLC
- Amazon.com Inc
- Alphabet Inc
- Visa Inc
- Unitedhealth Group Inc
- Mastercard Inc
- ASML Holding NV