Socially Responsible

Investment objective: The Socially Responsible option provides investors with risk and return characteristics likely to be similar to that of a growth fund.1

It is likely that a negative return might be expected to occur between four and six years in any 20 year period.

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

 

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

Asset Allocation:

Strategic Asset Allocation
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


Performance

Rates of returns to 30 June 20212
Investment Option 1 mth 3 mths FYTD 1 year 3 years 5 years 10 years
  % % % % % p.a. % p.a. % p.a.
Socially Responsible 3.09 6.69 21.55 21.55 8.86 8.94 8.57

Returns greater than one year have been annualised.

Yearly rates of return less fees to 30 June

Year Socially Responsible~
2019-20 -1.32%
2018-19 7.58%
2017-18 9.05%
2016-17 8.38%
2015-16 0.24%
2014-15 10.25%
2013-14 13.31%
2012-13 19.04%
2011-12 -0.46%
2010-11 8.64%
2009-10 8.98%

~ Option introduced on 1 March 2009

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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 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.

2 Net of investment fees.