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
$7.2 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 0.39% | Pension  0.31%

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

To achieve returns (after taxes and investment expenses, before deducting account-based fees) that are at least 3% p.a. more than inflation (CPI) over the suggested time frame.2

Performance against objective

2
% p.a. over 6 years
As at 31 Mar 2024
CPI + 3% Sustainable Balanced performance Outperformance
6.4 8.2 1.8
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 Apr 2024
Timeframe Sustainable Balanced performance SuperRatings median performance Outperformance
1 month -2.14 -1.91 -0.23
3 months 2.76 1.73 1.03
Financial year to date 8.51 6.54 1.97
1 year 9.93 6.94 2.99
3 years 4.39 4.38 0.01
5 years 6.97 6.01 0.96
7 years 7.17 6.66 0.51
10 years 7.61 6.93 0.68
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 20 Jun 2024

Objective

To achieve returns (after taxes and investment expenses, before deducting account-based fees) that are at least 3% p.a. more than inflation (CPI) over the suggested time frame.2

Performance against objective

2
% p.a. over 6 years
As at 31 Mar 2024
CPI + 3% Sustainable Balanced performance Outperformance
6.4 9.1 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 30 Apr 2024
Timeframe Sustainable Balanced performance SuperRatings median performance Outperformance
1 month -2.37 - -
3 months 3.09 - -
Financial year to date 9.58 - -
1 year 11.15 - -
3 years 4.68 - -
5 years 7.67 - -
7 years 7.93 - -
10 years 8.53 - -
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 20 Jun 2024