At a glance
Diversified mix of assets with emphasis on Australian and Overseas shares
Long term 5+ years
Total estimated Indirect Cost Ratio 2015/16: 0.91%
Buy spread: 0.09%
Sell spread: 0.09%
Inflation + 3% per year^
Likelihood of negative return
3.1 in every 20 years
Risk levelRisk label
3Low to medium
5Medium to high
- Annual % returns
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Annual returns [PDF]
About the option
The Sustainable Balanced option invests in industries and companies that are considered to have a sustainable future on environmental and/or social grounds.
This option aims to achieve relatively high returns in the medium to long term, subject to containing short-term variations in returns within acceptable limits.
It is suitable for members seeking returns above the rate of inflation over the long term.
The Sustainable Balanced option has relatively high levels of investment in shares, property and alternative investments. The Australian and Overseas Shares components of this option favour industries and companies that are considered to have a sustainable future on environmental and/or social grounds.
What are the option’s objectives?
- To achieve returns after tax and fees that exceed the inflation rate (as measured by the CPI) by at least 3% per year.^
- Within the Australian and overseas shares asset classes, to favour industries and companies that are expected to achieve sound investment returns, maintain good social and/or environmental records and have a sustainable future.
^Over rolling 10 year periods