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

10 year returns are not available for this option as it was first offered to members on 1 January 2019. You can see the monthly returns here and weekly rates here.

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

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
  • Alternatives
  • Australian Fixed Interest
  • Overseas Fixed Interest
  • Cash

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Asset class Range Target asset allocation
Growth assets 70%
Equity
Australian Shares 15.0-40.0 28.00 %
International Shares
Developed Markets 15.0-50.0 27.00 %
Emerging Markets 0.0-10.0 2.00 %
Infrastructure 0.0-10.0 3.00 %
Property 0.0-20.0 9.00 %
Other
Alternatives 0.0-10.0 1.00 %
Defensive assets 30%
Fixed Income
Australian Fixed Interest 0.0-20.0 13.00 %
Overseas Fixed Interest 0.0-25.0 12.00 %
Cash 0.0-25.0 5.00 %
Total 100%

Ten year returns chart

10 year returns are not available for this option as it was first offered to members on 1 January 2019. You can see the monthly returns here and weekly rates here.

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

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
  • Alternatives
  • Australian Fixed Interest
  • Overseas Fixed Interest
  • Cash

Rotate for best view or swipe horizontally to see all columns

Asset class Range Target asset allocation
Growth assets 70%
Equity
Australian Shares 15.0-40.0 28.00 %
International Shares
Developed Markets 15.0-50.0 27.00 %
Emerging Markets 0.0-10.0 2.00 %
Infrastructure 0.0-10.0 3.00 %
Property 0.0-20.0 9.00 %
Other
Alternatives 0.0-10.0 1.00 %
Defensive assets 30%
Fixed Income
Australian Fixed Interest 0.0-20.0 13.00 %
Overseas Fixed Interest 0.0-25.0 12.00 %
Cash 0.0-25.0 5.00 %
Total 100%

Ten year returns chart

10 year returns are not available for this option as it was first offered to members on 1 January 2019. You can see the monthly returns here and weekly rates here.

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

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
  • Alternatives
  • Australian Fixed Interest
  • Overseas Fixed Interest
  • Cash

Rotate for best view or swipe horizontally to see all columns

Asset class Range Target asset allocation
Growth assets 70%
Equity
Australian Shares 15.0-40.0 28.00 %
International Shares
Developed Markets 15.0-50.0 27.00 %
Emerging Markets 0.0-10.0 2.00 %
Infrastructure 0.0-10.0 3.00 %
Property 0.0-20.0 9.00 %
Other
Alternatives 0.0-10.0 1.00 %
Defensive assets 30%
Fixed Income
Australian Fixed Interest 0.0-20.0 13.00 %
Overseas Fixed Interest 0.0-25.0 12.00 %
Cash 0.0-25.0 5.00 %
Total 100%