Suitability and risk
Suits members who want to invest in a specific asset class and are comfortable with the value of their investments fluctuating.
7 years
Suggested minimum investment time frame
Very high
Summary risk level
Sector
Option type
$1.8 billion
Option size1
As at 31 March 2024
Expected frequency of negative annual return
Four to less than six in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.38% | Pension: 0.31%
Objective and performance
To invest in a diversified portfolio of shares and securities in international companies and some Australian companies whose business activities seek to address current and emerging environmental issues and opportunities. Refer to the ‘How we manage your investments’ section of How we invest your money (PDF, 601KB) for more information.
Objective
To achieve returns (after taxes and investment expenses, before deducting account-based fees) that are at least 4% p.a. more than inflation (CPI) over the suggested time frame.2
Performance against objective
2% p.a. over 7 years
As at 30 Jun 2024
CPI + 4% | Global Environmental Opportunities performance | Outperformance |
---|---|---|
7.3 | 7.3 | 0.0 |
Performance objectives are not promises or predictions of any particular rate of return.
Performance
2% p.a.
As at 31 Jul 2024
Timeframe | Global Environmental Opportunities return |
---|---|
1 month | 5.16 |
3 months | 1.00 |
Financial year to date | 5.16 |
1 year | -13.36 |
3 years | -5.95 |
5 years | 7.20 |
7 years | 8.26 |
10 years | 8.94 |
Periods less than a year are not annualised.
Global Environmental Opportunities option performance ($)
2As at 29 Aug 2024
Objective
To achieve returns (after taxes and investment expenses, before deducting account-based fees) that are at least 4% p.a. more than inflation (CPI) over the suggested time frame.2
Performance against objective
2% p.a. over 7 years
As at 30 Jun 2024
CPI + 4% | Global Environmental Opportunities performance | Outperformance |
---|---|---|
7.3 | 7.8 | 0.5 |
Performance objectives are not promises or predictions of any particular rate of return.
Performance
2% p.a.
As at 31 Jul 2024
Timeframe | Global Environmental Opportunities return |
---|---|
1 month | 5.90 |
3 months | 0.73 |
Financial year to date | 5.90 |
1 year | -15.13 |
3 years | -6.91 |
5 years | 7.59 |
7 years | 8.85 |
10 years | 9.64 |
Periods less than a year are not annualised.
Global Environmental Opportunities option performance ($)
2As at 29 Aug 2024
Allocations
Strategic asset allocation
3As at 01 June 2024
Asset class | Allocation |
---|---|
International Shares
|
100.0% |
Regional allocation
As at 31 March 2024
Region | Allocation |
---|---|
USA
|
44.0% |
Asia ex Japan
|
26.3% |
Europe
|
20.1% |
Japan
|
6.6% |
Australia
|
1.5% |
Other Developed
|
1.4% |
Other Emerging
|
0.0% |
- Tesla Inc
- Samsung SDI Co Ltd
- Digital Realty Trust Inc
- Contemporary Amperex Technology Co Ltd
- Enphase Energy Inc
- Vestas Wind Systems A/S
- Alexandria Real Estate Equities Inc
- BYD Co Ltd
- Longi Green Energy technology Co Ltd
- Kingspan Group PLC