Sustainable Balanced

This option invests in a diversified mix of assets with a higher degree of focus on investing in industries and companies that are considered to have a sustainable future on environmental and/or social grounds. It’s designed to achieve relatively high returns in the medium to long term.
6.87%
10-year average
annual super return
as at 30 June 2018
For a detailed overview of this option including pension returns, visit the performance page.

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).

Risk level

Medium
The chance of a negative annual return is 2.9 in every 20 years for super and transition to retirement accounts and 2.8 in every 20 years for full pension accounts.
The risk level is based on the Standard Risk Measure.

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 9%
- Infrastructure 7%
- 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 11%
- Infrastructure 7%
- Absolute return 6%
- Private equity 5%
Fixed interest 6% 5-35
Cash 6% 0-30
More about investing
Fees and costs
Fees and costs
Each of our investment options has its own set of fees that covers the cost of managing your investments.
See our fee structure  
Investment returns
Investment returns
Discover how your investments measure up against their return objectives and industry benchmarks.
Check our performance  
Your investment choices
Your investment choices
No two CareSuper members are the same so we offer 13 different investment choices.
Explore your choices