It pays to be green
Superannuation | 8/08/2017 |
3 min read
The numbers are out, and one of the best performing investment options for the past 12 months has been Equip’s Sustainable Responsible Investments (SRI). It recorded growth of 14.95% for the 2016-17 financial year. That’s higher than both the default MySuper option and Balanced Growth.
Ethical assets are growth assets
The last few years have seen the social responsible investment market quadruple in size, reaching $622 billion in funds under management according to the Responsible Investment Benchmark Report 2017.
RIAA’s chief executive, Simon O’Connor, said: “It is a long, outdated myth that financial returns must be sacrificed to invest responsibly or ethically”.
“The performance figures and trends we are now seeing each year are telling us the opposite story. The market is recognising the opportunities to create value for clients, with a strong surge in responsible investment products over the past year, including many focused on delivering positive social and environmental impact.”
Spreading the wealth
Whether you’re already invested in the SRI option, or simply looking at your investment options, it’s worth noting that you can diversify your superannuation. Equip allows you to choose a broad investment strategy, e.g. Growth plus, Conservative, or Socially Responsible, but you can also allocate your savings to more specific sectors.
By logging into your account and selecting the Investments tab you can place a portion of your super in property, some in foreign shares, some in SRI investments and some in cash – or whatever mix you’d like to pursue.
For an overview of how these different assets performed please visit our investment options page.
This information is provided for general information only. It does not take into account your personal objectives, financial situation or needs and should therefore not be taken as personal advice. You should consider whether it is appropriate for you before acting on it and, if necessary, you should seek professional financial advice. Before making a decision to invest in the Equipsuper Superannuation Fund, you should read the relevant Equip Product Disclosure Statement (PDS). Past performance is not an indication of future performance. Issued by Equipsuper Pty Ltd ABN 64 006 964 049 AFSL 246383. MySuper Authorisation Numbers 33813823017672 and 33813823017518 (‘Equip’, ‘the Fund’ and ‘the Equip Rio Tinto Fund’).
Equipsuper Financial Planning Pty Ltd (“EFP”) (ABN 84 124 491 078, AFSL 455010) is licensed to provide financial planning services to retail and wholesale clients. EFP is owned by Equipsuper Financial Holdings Pty Ltd (ABN 11 604 515 791). You can obtain the EFP Financial Services Guide and/or Privacy Statement by contacting our Helpline 1800 682 626.