Sustainable Responsible Investment (SRI) balanced
Behind each tab below you will find information to help you understand this option, including asset allocation, investment risks, investment style, fees and return targets.
View Our investment performance to see how the different investment options have performed over the long-term.
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Ten year returns chart
This option commenced on 1 January 2019. Returns are for 6 months only.
Suitability
Members who seek moderate to high 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 2.5% per annum over the long term
Time horizon
7 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 and reduced risk
Risk level
High Likelihood of less than 6 negative returns every 20 years
Target asset allocation
- Australian Shares
- Developed Markets
- Emerging Markets
- Infrastructure
- Property
- Private Equity
- Australian Fixed Interest
- Overseas Fixed Interest
- Cash
- Listed Property
Rotate for best view or swipe horizontally to see all columns
| Asset class | Range | Target asset allocation |
|---|---|---|
| Growth assets | 73% | |
| Equity | ||
| Australian Shares | 15.0-40.0 | 25.0 % |
| International Shares | ||
| Developed Markets | 15.0-40.0 | 30.0 % |
| Emerging Markets | 0.0-8.0 | 3.0 % |
| Listed Property | 0.0-10.0 | 4.0 % |
| Infrastructure | 0.0-7.0 | 4.0 % |
| Property | 0.0-10.0 | 5.0 % |
| Other | ||
| Private Equity | 0.0-6.0 | 2.0 % |
| Defensive assets | 27% | |
| Fixed Income | ||
| Australian Fixed Interest | 0.0-20.0 | 13.0 % |
| Overseas Fixed Interest | 0.0-25.0 | 12.0 % |
| Cash | 0.0-20.0 | 2.0 % |
| Total | 100% | |
Ten year returns chart
This option commenced on 1 January 2019. Returns are for 6 months only.
Suitability
Members who seek moderate to high 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 2.5% per annum over the long term
Time horizon
7 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 and reduced risk
Risk level
High Likelihood of less than 6 negative returns every 20 years
Target asset allocation
- Australian Shares
- Developed Markets
- Emerging Markets
- Infrastructure
- Property
- Private Equity
- Australian Fixed Interest
- Overseas Fixed Interest
- Cash
- Listed Property
Rotate for best view or swipe horizontally to see all columns
| Asset class | Range | Target asset allocation |
|---|---|---|
| Growth assets | 73% | |
| Equity | ||
| Australian Shares | 15.0-40.0 | 25.0 % |
| International Shares | ||
| Developed Markets | 15.0-40.0 | 30.0 % |
| Emerging Markets | 0.0-8.0 | 3.0 % |
| Listed Property | 0.0-10.0 | 4.0 % |
| Infrastructure | 0.0-7.0 | 4.0 % |
| Property | 0.0-10.0 | 5.0 % |
| Other | ||
| Private Equity | 0.0-6.0 | 2.0 % |
| Defensive assets | 27% | |
| Fixed Income | ||
| Australian Fixed Interest | 0.0-20.0 | 13.0 % |
| Overseas Fixed Interest | 0.0-25.0 | 12.0 % |
| Cash | 0.0-20.0 | 2.0 % |
| Total | 100% | |
Ten year returns chart
This option commenced on 1 January 2019. Returns are for 6 months only.
Suitability
Members who seek moderate to high 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 2.5% per annum over the long term
Time horizon
7 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 and reduced risk
Risk level
High Likelihood of less than 6 negative returns every 20 years
Target asset allocation
- Australian Shares
- Developed Markets
- Emerging Markets
- Infrastructure
- Property
- Private Equity
- Australian Fixed Interest
- Overseas Fixed Interest
- Cash
- Listed Property
Rotate for best view or swipe horizontally to see all columns
| Asset class | Range | Target asset allocation |
|---|---|---|
| Growth assets | 73% | |
| Equity | ||
| Australian Shares | 15.0-40.0 | 25.0 % |
| International Shares | ||
| Developed Markets | 15.0-40.0 | 30.0 % |
| Emerging Markets | 0.0-8.0 | 3.0 % |
| Listed Property | 0.0-10.0 | 4.0 % |
| Infrastructure | 0.0-7.0 | 4.0 % |
| Property | 0.0-10.0 | 5.0 % |
| Other | ||
| Private Equity | 0.0-6.0 | 2.0 % |
| Defensive assets | 27% | |
| Fixed Income | ||
| Australian Fixed Interest | 0.0-20.0 | 13.0 % |
| Overseas Fixed Interest | 0.0-25.0 | 12.0 % |
| Cash | 0.0-20.0 | 2.0 % |
| Total | 100% | |