Socially Responsible

Click below on the investment option you are interested in learning more about. 

Super SA’s Income Stream has several managed investment options (taxed options in the TTR phase and tax-exempt options in the retirement phase). You can choose to have your super invested across any number of the several investment options available to you.

Each investment option is invested across a range of assets. These assets include cash, fixed interest, property and shares and can be affected by factors including interest rates, inflation and global financial markets.

When you join the Super SA Income Stream, you can choose to invest your super across any combination of the eight investment options available to you. If you don’t choose an investment option your funds will automatically be invested 60% in Moderate and 40% in Conservative options.

Before choosing an investment option you should think about:

  • your current financial position
  • your age
  • your plans for the future
  • how long your Income Stream will need to last
  • your risk and return preferences.

Each option has different objectives and characteristics for you to consider.

Socially Responsible

Performance snapshot 8.58% 10 year return as at
31 / 05 / 2021

Super SA offers a Socially Responsible Investment option that incorporates environmental, social and governance (ESG) factors and ethical principles into the investment decisions.

To view Funds SA's (Super SA's investment manager) responsible investing policy please click here.

Investment Objectives

The Socially Responsible investment option provides investors with risk and return characteristics likely to be similar to that of an industry growth fund. The risk of a negative return is on average 4 to 6 years in 20.

Investment objectives state what each option aims to achieve. They are designed to help members with their investment decisions. The objectives have been developed having regard for the long term performance and characteristics of financial markets and taking into account expert advice provided by specialist investment advisor, JANA. There is no guarantee, however, that the objectives will be met. This is because financial markets are volatile and future returns may vary from past returns. Indeed, for funds with exposure to growth assets there is a material likelihood that returns may be negative in any particular year.

Investment Performance

Rates of return give you a recent and longer term perspective of how each option has performed. It is important to remember that past performance should not be taken as an indication of future performance. 

Strategic Asset Allocation

The strategic asset allocations are determined by the investment objective for each option and are set annually.

These strategic asset allocations are associated with the Product Disclosure Statement dated 1 January 2020. For actual asset allocations, please click the option below. For actual asset allocations for TTR income streams, updated monthly click here.

Socially Responsible option

To view Funds SA's (Super SA's investment manager) responsible investing policy please click here.

1 The use of socially responsible investment criteria in the construction of an investment portfolio may not necessarily result in higher investment returns.

 

Investment Returns

The below figures are net of investment fees. Rates of returns to 31 May 2021. Returns greater than one year have been annualised.
1 mnth 3 mnths FYTD 1 year 3 years 5 years 10 years
% % % % % p.a. % p.a. % p.a.
1.0 6.17 17.75 19.13 8.51 8.3 8.58

Strategic Asset Allocation

  • Yearly Strategic Asset Allocation
  • Monthly Asset Allocation
Investment Breakdown
Asset % Range %
Australian Equities 25% 15-40
International Equities 33% 15-40
Property 9% 0-20
Alternatives 6% 0-13
Fixed Interest 25% 0-45
Cash 2% 0-20

Yearly Strategic Asset Allocation Breakdown

Investment Breakdown
Asset %

Monthly Strategic Asset Allocation Breakdown