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.
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.
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.