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Socially Responsible Investment 

– Balanced

The Socially Responsible Investment (SRI) - Balanced investment option is focused on values-based investing from investing in a portfolio with a bias to growth assets and has high diversification. 

At a glance  (Pension)

Investment timeframe
5 years +
Risk level
Medium to high
Asset mix
71% growth / 29% defensive
Total investment fees and costs*
0.60% p.a.
Return target
CPI + 4.0% p.a. over 20 years
Net return^
-

* Investment costs are based on estimated and actual information from the previous financial year. The costs payable in future years may be higher or lower. Administration and other fees also apply. For a full breakdown of fees and costs, see the Pension Guide.
^ Investment return over 10 years to 31 March 2024, net of investment fees and costs. Administration and other costs apply. Returns won’t display for options younger than 10 years. See investment returns page for returns over all available periods. Past performance is not a reliable indicator of future performance. 

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Who is SRI – Balanced suitable for?

With a bias to growth assets, this Socially Responsible Investment pre-mixed option is designed for investors with a medium to long-term investment timeframe, who are seeking moderate long-term returns and have a medium to high tolerance of negative returns. 

Our target
asset mix

Socially Responsible Investment (SRI) - Balanced
Asset class Benchmark Range 
Australian shares 24% 10–50% 
International shares (developed markets) 26% 10–50% 
International shares (emerging markets) 0% 0–20% 
Property 10% 0–30% 
Infrastructure 9% 0–30% 
Private equity 8%0–30% 
Credit 0%0–20% 
Alternatives 10%0–30% 
Diversified fixed interest 8%0–30%
Cash 5%0–20%

 


Join in 2 easy steps

Simply read the offer documents and start creating your application.


Our Investment Philosophy

Our approach to investing is driven by our strong, diverse and proven investment beliefs.1 We’re not afraid to be different to other investment managers and super funds.

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World-class investment managers

Our investment funds are managed by some of the world’s largest and top-performing asset managers.1

 

1. The Socially Responsible Investment (SRI) – Balanced option was introduced on 28 March 2017. Administration and other fees also apply. For a full breakdown of fees and costs, see the Pension Guide. Past performance is not a reliable indicator of future performance and should never be the sole factor considered when selecting a superannuation fund.