Our investment options

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, 1.3MB) 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
$5.2 billion

Option size1

As at 30 June 2021

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

This 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.

Objective

Outperform: CPI by 3% p.a. over 6 years2

Performance against objective

2
% p.a. over 6 years
As at 31 Mar 2021
CPI + 3% Sustainable Balanced performance Outperformance
4.7 7.3 2.6
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 30 Jun 2021
Timeframe Sustainable Balanced performance SuperRatings median performance Outperformance
1 month 3.34 2.16 1.18
3 months 6.79 5.89 0.90
Financial year to date 17.08 17.68 -0.60
1 year 17.08 17.68 -0.60
3 years 10.94 8.25 2.69
5 years 10.23 8.30 1.93
7 years 9.52 7.29 2.23
10 years 9.57 8.10 1.47
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 Jul 2021

Objective

Outperform: CPI by 3% p.a. over 6 years2

Performance against objective

2
% p.a. over 6 years
As at 31 Mar 2021
CPI + 3% Sustainable Balanced performance Outperformance
4.7 8.2 3.5
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 30 Jun 2021
Timeframe Sustainable Balanced performance SuperRatings median performance Outperformance
1 month 3.53 - -
3 months 7.35 - -
Financial year to date 18.96 - -
1 year 18.96 - -
3 years 12.29 - -
5 years 11.51 - -
7 years 10.74 - -
10 years 10.85 - -
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 Jul 2021

Allocations

Strategic asset allocation

3
As at 01 October 2020
Asset class Allocation
Australian Shares
 38.5%
International Shares
 31.5%
Cash & Fixed Interest
 30.0%
Infrastructure & Private Equity
 0.0%
Property
 0.0%

Major holdings

4

By value (descending order) as at 30 Jun 2021

5
Australian Shares
  • Transurban Group
  • CSL Ltd
  • James Hardie Industries PLC
  • Qube Holdings Ltd
  • Commonwealth Bank of Australia
  • NEXTDC Ltd
  • Macquarie Group Ltd
  • Goodman Group
  • Westpac Banking Corp
  • REA Group Ltd
  • Cleanaway Waste Management Ltd
  • Rio Tinto Ltd
  • National Australia Bank Ltd
  • Sydney Airport
  • ANZ Banking Group
  • Wesfarmers Ltd
  • ASX Ltd
  • Insurance Australia Group Ltd
  • Cochlear Ltd
  • Telstra Corp Ltd
  • Seek Ltd
International Shares
  • Microsoft Corporation
  • Alphabet Inc
  • Apple Inc
  • ASML Holding NV
  • NVIDIA Corp
  • Infineon Technologies AG
  • Chorus Ltd
  • Sony Corp
  • Pepsico Inc
  • Accenture PLC
  • Lonza Group AG
  • Agilent Technologies Inc
  • Mastercard Inc
  • Deutsche Boerse AG
  • Visa Inc
  • Home Depot Inc/The
  • Ecolab Inc
  • Vestas Wind Systems A/S
  • Facebook Inc
  • Unitedhealth Group Inc
  • Salesforce.com Inc
Fixed Interest
  • World Bank (Green bond) 11/2025
  • New South Wales Treasury Corp 11/2028
  • Queensland Treasury Corp (Green bond) 03/2024
  • Australian Government 06/2039
  • Victorian Treasury Corp (Green bond) 07/2021
  • Queensland Treasury Corp 06/2029
  • Asian Development Bank 03/2030
  • Asian Development Bank 01/2024
  • Queensland Treasury Corp 10/2031
  • World Bank (Green bond) 12/2020
  • Australian Government 04/2026

Things you need to know

  1. Size of both accumulation and pension assets.
  2. Past performance is not an indicator of future performance. Option returns are calculated net of investment expenses and taxes but are gross of account-based fees. Due to rounding, excess return may not equate to the difference between option return and median return. The SuperRatings data is based on the SuperRatings survey for the relevant period and does not take into account any subsequent revisions or corrections made by SuperRatings.
  3. The strategic asset allocation may change and may be altered by the trustee from time to time to suit prevailing market circumstances. Actual allocation will deviate from their targets, but are monitored so they are kept within a range approved by the Trustee.
  4. These holdings may change from time to time. The above holdings are the outcome of various strategies applied by UniSuper and by a range of investment managers taking into account a variety of considerations, many of which are specific to UniSuper and superannuation funds in general. The above lists are published for informational purposes only and are not a recommendation or endorsement of any of the companies listed, for inclusion in your personal portfolio. Before selecting companies to invest in personally, you should seek professional financial advice that takes into account your personal circumstances and investment objectives. Value includes direct holdings only and does not include exposures from indirect holdings.
  5. Value includes direct holdings only and does not include exposures from indirect holdings.

This information is of a general nature only and does not take into account your individual objectives, financial situation or needs. You should read the product disclosure statement and booklets relevant to your membership category, consider the appropriateness of the information having regard to your personal circumstances and consider consulting a licensed financial adviser before making an investment decision based on information contained here.

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