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.
* 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 October 2023, 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.
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.
|International shares (developed markets)||26%||10–50%|
|International shares (emerging markets)||0%||0–20%|
|Diversified fixed interest||8%||0–30%|
Simply read the offer documents and start creating your application.
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.
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.