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 our How we invest your money booklet (PDF, 1.3MB) and that returns are different from (and more volatile than) returns from owning real property.
7 years
Suggested minimum investment time frame
High
Summary risk level
Pre-Mixed
Option type
$4.7 billion
Option size1
As at 31 August 2021
Expected frequency of negative annual return
4 to less than 6 in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.46% | Pension: 0.37%
Objective and performance
This option invests in a diversified portfolio of securities (including but not limited to) securities comprising Australian and international shares (including Australian listed property) selected on the basis of sustainable investment criteria (and the application of some negative screens), together with infrastructure and private equity, property with some fixed interest and cash investments.
Objective
To achieve returns that exceeds CPI by 4.5% over 7 years.2
Performance against objective
2% p.a. over 7 years
As at 30 Jun 2021
| CPI + 4.5% | Sustainable High Growth performance | Outperformance |
|---|---|---|
| 6.2 | 12.0 | 5.8 |
Performance objectives are not promises or predictions of any particular rate of return.
Performance against peers
2Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 31 Aug 2021
| Timeframe | Sustainable High Growth performance | SuperRatings median performance | Outperformance |
|---|---|---|---|
| 1 month | 3.79 | - | - |
| 3 months | 10.74 | - | - |
| Financial year to date | 6.11 | - | - |
| 1 year | 25.44 | - | - |
| 3 years | 14.47 | - | - |
| 5 years | 13.68 | - | - |
| 7 years | 12.46 | - | - |
| 10 years | 13.20 | - | - |
Periods less than a year are not annualised. Some performance data are not yet available for this option.
Sustainable High Growth option performance ($)
2As at 18 Oct 2021
Objective
To achieve returns that exceeds CPI by 4.5% over 7 years.2
Performance against objective
2% p.a. over 7 years
As at 30 Jun 2021
| CPI + 4.5% | Sustainable High Growth performance | Outperformance |
|---|---|---|
| 6.2 | 13.3 | 7.1 |
Performance objectives are not promises or predictions of any particular rate of return.
Performance against peers
2Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 31 Aug 2021
| Timeframe | Sustainable High Growth performance | SuperRatings median performance | Outperformance |
|---|---|---|---|
| 1 month | 4.17 | - | - |
| 3 months | 11.60 | - | - |
| Financial year to date | 6.75 | - | - |
| 1 year | 27.91 | - | - |
| 3 years | 15.96 | - | - |
| 5 years | 15.07 | - | - |
| 7 years | 13.76 | - | - |
| 10 years | 14.75 | - | - |
Periods less than a year are not annualised. Some performance data are not yet available for this option.
Sustainable High Growth option performance ($)
2As at 18 Oct 2021