Investment objective: The Socially Responsible option provides investors with risk and return characteristics likely to be similar to that of an industry growth fund.1
It is likely that a negative return might be expected to occur between four and six years in 20.
To view Funds SA's (Super SA's investment manager) responsible investing policy please click here.
|Strategic Asset Allocation|
Returns greater than one year have been annualised.
Yearly rates of return net of investment fees and tax to 30 June
~ Option introduced on 1 March 2009.
Find out more:
Download the FRP Investment Guide.
1 Investment objectives state what each option aims to achieve. They are designed to help members with their investment decisions. The objectives have been determined having regard for the long term performance and characteristics of financial markets and taking into account expert advice provided by 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.
2 Net of investment fees and tax
3 The use of socially responsible investment criteria in the construction of an investment portfolio may not necessarily result in higher investment returns.