Suitability and risk
Suits members who want to invest in a specific asset class and are comfortable with the value of their investments fluctuating.
Option size1
As at 30 September 2024
Objective and performance
To invest in a diversified portfolio of assets, including but not limited to, international and some Australian securities, and infrastructure and private equity assets (which may include development assets), selected on the basis of environmental consideration and the application of some negative screens. Refer to the ‘How we manage your investments’ section of How we invest your money (PDF, 601KB) for more information.
Objective
Over the 7 years to 31 December 2024, the GEO option returned 6.9% p.a. against its performance objective of 7.2% p.a.
Note, effective 28 March 2025, GEO’s suggested minimum investment time frame has increased from 7 years to 10 years. Performance objectives are not promises or predictions of any particular rate of return.
Performance
2Timeframe | Global Environmental Opportunities return |
---|---|
1 month | 0.86 |
3 months | -1.66 |
Financial year to date | 4.97 |
1 year | 1.00 |
3 years | -4.81 |
5 years | 4.85 |
7 years | 6.86 |
10 years | 7.53 |
Global Environmental Opportunities option performance ($)
2Objective
Over the 7 years to 31 December 2024, the GEO option returned 7.3% p.a. against its performance objective of 7.2% p.a.
Note, effective 28 March 2025, GEO’s suggested minimum investment time frame has increased from 7 years to 10 years. Performance objectives are not promises or predictions of any particular rate of return.
Performance
2Timeframe | Global Environmental Opportunities return |
---|---|
1 month | 0.98 |
3 months | -1.86 |
Financial year to date | 5.73 |
1 year | 0.79 |
3 years | -5.65 |
5 years | 5.01 |
7 years | 7.27 |
10 years | 8.07 |
Global Environmental Opportunities option performance ($)
2Allocations
Strategic asset allocation
3Asset class | Allocation |
---|---|
International Shares
|
95.0% |
Infrastructure & Private Equity
|
5.0% |
Regional allocation
Region | Allocation |
---|---|
USA
|
42.0% |
Asia ex Japan
|
26.0% |
Europe
|
20.3% |
Japan
|
5.5% |
Australia
|
4.5% |
Other Developed
|
1.8% |
- Contemporary Amperex Technology Co Ltd
- Tesla Inc
- Samsung SDI Co Ltd
- BYD Co Ltd
- Enphase Energy Inc
- Digital Realty Trust Inc
- Alexandria Real Estate Equities Inc
- Vestas Wind Systems A/S
- Alstom SA
- Cleanaway Waste Management Ltd