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Sustainable Responsible Investments (SRI)

Intended for members who value an investment's impact on society and the environment, but are still looking for a growth orientated investment. 

Key information

Investment objective

This option aims to outperform its benchmark, the Sustainable Asset Management’s Dow Jones Sustainability Index Australia, over a rolling 5 year period. The investment objectives are not forecasts or predictions. They simply represent a benchmark against which the Trustee monitors performance.

Strategy

Invest in Australian companies, usually listed on the Australian Stock Exchange (ASX), subject to SRI criteria.

Benchmark asset allocation

100% Australian equities. This option aims to remain fully invested in Australian equities.  However, due to timing differences and the need to generate cash flow requirements for member transactions, it may from time to time hold some cash and cash equivalents.

Minimum investment timeframe

The minimum suggested time frame to invest in this product is long term (7 to 14 years). Members should hold the investment for a minimum of 7 years.

Standard risk measure

The risk level of this option is very high, with a likelihood of negative returns occurring in 6.2 years in a 20 year period.

These are the latest published investment returns for SRI.

Our Investment Approach

The way we manage your investments is important to understanding why we have consistently been a top-performing Australian super fund over many years.*

Our Investment Approach
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