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.

6 years
Suggested minimum investment time frame
High
Summary risk level
Pre-Mixed
Option type
$6.5 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 0.39% | 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.

Objective

To achieve returns that exceed CPI by 3% over 6 years.2

Performance against objective

2
% p.a. over 6 years
As at 31 Dec 2023
CPI + 3% Sustainable Balanced performance Outperformance
6.3 6.9 0.6
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 Jan 2024
Timeframe 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
Periods less than a year are not annualised. Some performance data are not yet available for this option.

Sustainable Balanced option performance ($)

2
As at 22 Feb 2024

Objective

To achieve returns that exceed CPI by 3% over 6 years.2

Performance against objective

2
% p.a. over 6 years
As at 31 Dec 2023
CPI + 3% Sustainable Balanced performance Outperformance
6.3 7.6 1.3
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 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 - -
Periods less than a year are not annualised. Some performance data are not yet available for this option.

Sustainable Balanced option performance ($)

2
As at 22 Feb 2024