Sustainable Balanced
annual super return
as at 30 June 2020
annual pension return
as at 30 June 2020
Why you’d invest
Invest in this option if you are seeking returns above the rate of inflation over the long term and prefer environmentally and socially friendly industries and companies.
The minimum investment timeframe is 5+ years.
Return objective
To achieve returns after tax and fees that exceed the inflation rate by at least 3% per year (over rolling 10-year periods).
This option targets positive investment themes such as addressing climate change and improving health and education, as well as employing a range of negative screens that restrict investments in certain companies. Find out more about our Sustainable Balanced option.
Risk level
Asset mix
Allocation table for Super & TTI
| Asset class | Benchmark | Range |
|---|---|---|
| Australian shares | 23% | 10-40 |
| Overseas shares | 27% | 10-40 |
| Property | 12% | 0-25 |
| Alternatives (total) | 27% | 0-55 |
| - Credit | 8% | |
| - Infrastructure | 8% | |
| - Absolute return | 6% | |
| - Private equity | 5% | |
| Fixed interest | 6% | 5-35 |
| Cash | 5% | 0-30 |
Allocation table for Pension
| Asset class | Benchmark | Range |
|---|---|---|
| Australian shares | 26% | 10-40 |
| Overseas shares | 20% | 10-40 |
| Property | 13% | 0-25 |
| Alternatives (total) | 29% | 0-55 |
| - Credit | 10% | |
| - Infrastructure | 8% | |
| - Absolute return | 6% | |
| - Private equity | 5% | |
| Fixed interest | 6% | 5-35 |
| Cash | 6% | 0-30 |
Fees
The following example shows the total investment fee you would pay if you had $50k invested in our Sustainable Balanced option. These fees aren’t paid directly from your account.
0.14%
This fee is deducted from the Fund’s assets and is reflected in the daily unit price for the Sustainable Balanced option.
0.52%
This fee is deducted from investment returns received from, or assets of, underlying investment vehicles and reflected in the daily unit price for the Sustainable Balanced option.
0.66%
$50k balance = $330* total of investment fees.
*Represents the investment fee only. An administration fee also applies to the total cost of the product.
Add the investment fee and the indirect cost ratio together, then multiply the percentage by your balance.
(0.14% + 0.52% = 0.66% ) x $50,000 = $330
See fees and costs for further information.
0.13%
This fee is deducted from the Fund’s assets and is reflected in the daily unit price for the Sustainable Balanced option.
0.52%
This fee is deducted from investment returns received from, or assets of, underlying investment vehicles and reflected in the daily unit price for the Sustainable Balanced option.
0.65%
$50k balance = $325* total of investment fees.
*Represents the investment fee only. An administration fee also applies to the total cost of the product.
Add the investment fee and the indirect cost ratio together, then multiply the percentage by your balance.
(0.13% + 0.52% = 0.65%) x $50,000 = $325.
See fees and costs for further information.
