Sustainable Balanced

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Sustainable Balanced

At a glance

Asset classes

Diversified mix of assets with emphasis on Australian and Overseas shares

Investment timeframe

Long term 5+ years

Fees

Total estimated Indirect Cost Ratio 2015/16: 0.91%
Buy spread: 0.09%
Sell spread: 0.09%

Return objective

Inflation + 3% per year^

Likelihood of negative return

3.1 in every 20 years

  • Risk band

    Risk level

    Risk label
  • 1
    Very low
  • 2
    Low
  • 3
    Low to medium
  • 4
    Medium
  • 5
    Medium to high
  • 6
    High
  • 7
    Very high

Risk level

5

Asset classes

  • Annual % returns
  • See how your money would have grown
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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.

Learn more about how CareSuper invests responsibly here.

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

Compare to other options


This website contains general advice, not taking into account your objectives, financial situation or needs. Before acting on this advice you should determine if it is appropriate for you. Before acquiring a product, first read its product disclosure statement. Some products and services offered on this website are provided by third parties. The trustee is not responsible for the products or services, views or actions of these third parties. Terms and conditions may apply which should be obtained from the third parties direct. The trustee does not accept liability if loss or damage is incurred from the acquisition of third party products or services. Past performance is not a reliable indicator of future performance and you should consider other factors before choosing a fund or changing your investments. CARE Super Pty Ltd (Trustee) ABN 91 006 670 060 AFSL 235226 CARE Super (Fund) ABN 98 172 275 725
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