Sustainable Responsible Investment (SRI) balanced
Sustainable Responsible Investment (SRI) balancedPrime Super has offered a Sustainable Responsible Investment (SRI) balanced option to members since 1 January 2019. This option allows members to more clearly reflect their social and environmental values in their superannuation investments, and/or avoid some industries altogether.
Find out more about our SRI option such as where we exclude exposure to companies engaged with extracting or exploring for fossil fuels, gambling, pornography, controversial weapons, alcohol, tobacco and e-cigarettes, animal cruelty, predatory lending, and mining uranium.
Behind each tab below you will find information about this option, including its asset allocation, investment risk profile, investment style, fees, and investment-return target.
View our investment performance to see how the different investment options have performed over the long-term.
This option commenced on 1 January 2019.
Suitability
Members who seek moderate returns over the long term and have a strong ethical conviction.
Investment Objective
To outperform the CPI (after tax and investment expenses) by at least 2.0% p.a. over the rolling 10-year periods.
Time horizon
10 or more years.
Investment style
Invests in a cross-section of diversified assets with an emphasis on growth from socially responsible investments over the long term.
Risk level
High. Likelihood of negative returns four to less than six in 20 years.
| Asset class | Target asset allocation | Range | |
|---|---|---|---|
| Growth assets | 72% | ||
| Australian Shares | 27.0% | 20.0-40.0% | View breakdown |
| International Shares | 34.0% | 20.0-40.0% | View breakdown |
| listed Property | 4.0% | 0.0-20.0% | View breakdown |
| Other Alternatives | 7.0% | 0.0-20.0% | View breakdown |
| Defensive assets | 28% | ||
| Australian - Fixed Interest and Credit | 8.0% | 0.0-25.0% | View breakdown |
| Overseas - Fixed Interest and Credit | 9.0% | 0.0-25.0% | View breakdown |
| Cash | 4.0% | 0.0-20.0% | View breakdown |
| Other Alternatives | 7.0% | 0.0-20.0% | View breakdown | Total | 100% |
Top 5 asset breakdown for
*Asset allocation as of 30 June 2024 for the selected investment option.
Download a list of all assets held in this option as of 30 June 2024.
Asset allocation chart
Click or tap on a segment to view further details
Top 5 asset breakdown chart for
Hover or tap on a ring to view further details.
This website contains general information only and does not take account of your personal circumstances. You should obtain personal advice where appropriate. This content is current as at the date of publication and subject to change. Prime Super (ABN 60 562 335 823) is issued by Prime Super Pty Ltd (ABN 81 067 241 016, AFSL 219723). A Product Disclosure Statement and Target Market Determination is available from the issuer by calling 1800 675 839. Past performance is not a reliable indicator of future performance.