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, 1.1MB) 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
$5.0 billion

Option size1

As at 30 April 2022

Expected frequency of negative annual return
4 to less than 6 in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.44% | Pension: 0.37%

Objective and performance

The Sustainable High Growth investment 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.

Please refer to the PDS for the most up to date investment returns objective information.

Objective

To achieve returns that exceed CPI by 4% over 7 years.2

Performance against objective

2
% p.a. over 7 years
As at 31 Mar 2022
CPI + 4% Sustainable High Growth performance Outperformance
6.1 9.1 3.0
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 May 2022
Timeframe Sustainable High Growth performance SuperRatings median performance Outperformance
1 month -2.90 - -
3 months -4.29 - -
Financial year to date -6.46 - -
1 year -2.38 - -
3 years 9.33 - -
5 years 9.06 - -
7 years 8.14 - -
10 years 11.71 - -
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 23 Jun 2022

Objective

To achieve returns that exceed CPI by 4% over 7 years.2

Performance against objective

2
% p.a. over 7 years
As at 31 Mar 2022
CPI + 4% Sustainable High Growth performance Outperformance
6.1 10.0 3.9
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 May 2022
Timeframe Sustainable High Growth performance SuperRatings median performance Outperformance
1 month -3.20 - -
3 months -4.73 - -
Financial year to date -7.12 - -
1 year -2.90 - -
3 years 10.09 - -
5 years 9.85 - -
7 years 8.98 - -
10 years 13.09 - -
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 23 Jun 2022