Suitability and risk
Suits members who want exposure to a range of asset classes, are comfortable with the value of their investments fluctuating, are comfortable with greater volatility because of sustainable screens, and are comfortable with the explanation of listed property exposures in the How we invest your money booklet (PDF, 1.1MB) and the returns being different from (and more volatile than) returns from owning real property.
Option size1
As at 31 March 2024
Objective and performance
To invest in a diversified portfolio of Australian and international shares that are selected on the basis of sustainable investment criteria (and the application of some negative screens and/or positive screens), together with Australian listed property, fixed interest, infrastructure, private equity and cash assets. Refer to the ‘How we manage your investments’ section of ‘How we invest your money booklet (PDF, 1.1 MB)’ for more information.
Sustainable and environmental investing means different things to different people. Different products have different investment criteria. Read our website to find out what sustainable and environmental investing means to us and what our investment options invest in.
Objective
Performance against objective
2CPI + 3% | Sustainable Balanced performance | Outperformance |
---|---|---|
6.5 | 7.6 | 1.1 |
Performance
2Timeframe | Sustainable Balanced return |
---|---|
1 month | 1.96 |
3 months | 5.46 |
Financial year to date | 1.96 |
1 year | 13.01 |
3 years | 4.30 |
5 years | 6.89 |
7 years | 8.09 |
10 years | 7.97 |
Sustainable Balanced option performance ($)
2Objective
Performance against objective
2CPI + 3% | Sustainable Balanced performance | Outperformance |
---|---|---|
6.5 | 8.3 | 1.8 |
Performance
2Timeframe | Sustainable Balanced return |
---|---|
1 month | 2.20 |
3 months | 5.78 |
Financial year to date | 2.20 |
1 year | 14.29 |
3 years | 4.54 |
5 years | 7.55 |
7 years | 8.96 |
10 years | 8.88 |
Sustainable Balanced option performance ($)
2Allocations
Strategic asset allocation
3Asset class | Allocation |
---|---|
International Shares
|
39.0% |
Cash & Fixed Interest
|
28.0% |
Australian Shares
|
24.0% |
Infrastructure & Private Equity
|
9.0% |
Property
|
0.0% |
- First Sentier Managed Debt Trust
- ANZ Banking Group
- State of New South Wales
- State of Queensland
- National Australia Bank Ltd
- Commonwealth Bank of Australia
- Commonwealth of Australia
- International Bank for Reconstruction & Development
- State of Victoria
- Westpac Banking Corp
- CSL Ltd
- Goodman Group
- Commonwealth Bank of Australia
- Cleanaway Waste Management Ltd
- National Australia Bank Ltd
- Macquarie Group Ltd
- NEXTDC Ltd
- Westpac Banking Corp
- ANZ Group Holdings Ltd
- Carsales.com Ltd
- Microsoft Corporation
- NVIDIA Corp
- Apple Inc
- Amazon.com Inc
- London Stock Exchange Group PLC
- ASML Holding NV
- Alphabet Inc
- Mastercard Inc
- Meta Platforms Inc
- Visa Inc