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
$2.9 billion

Option size1

As at 31 October 2020

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

Outperform: CPI by 4.5% p.a. over 7 years2

Performance against objective

2
% p.a. over 7 years
As at 30 Sep 2020
CPI + 4.5% Sustainable High Growth performance Outperformance
6.1 10.6 4.5
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 31 Oct 2020
Timeframe Sustainable High Growth performance SuperRatings median performance Outperformance
1 month -0.43 - -
3 months 2.86 - -
Financial year to date 3.98 - -
1 year 5.16 - -
3 years 9.78 - -
5 years 9.52 - -
7 years 10.01 - -
10 years 9.95 - -
Periods less than a year are not annualised. Some performance data are not yet available for this option.

Sustainable High Growth option performance ($)

2
As at 02 Dec 2020

Objective

Outperform: CPI by 4.5% p.a. over 7 years2

Performance against objective

2
% p.a. over 7 years
As at 30 Sep 2020
CPI + 4.5% Sustainable High Growth performance Outperformance
6.1 11.8 5.7
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 31 Oct 2020
Timeframe Sustainable High Growth performance SuperRatings median performance Outperformance
1 month -0.44 - -
3 months 3.16 - -
Financial year to date 4.41 - -
1 year 5.90 - -
3 years 10.79 - -
5 years 10.55 - -
7 years 11.12 - -
10 years 11.25 - -
Periods less than a year are not annualised. Some performance data are not yet available for this option.

Sustainable High Growth option performance ($)

2
As at 02 Dec 2020