Sustainable Responsible Investment (SRI) balanced
Sustainable Responsible Investment (SRI) balancedBehind each tab below you will find information to help you understand this option, including asset allocation, investment risks, investment style, fees, and return targets.
View Our investment performance to see how the different investment options have performed over the long-term.
This option commenced on 1 January 2019.
Suitability
Members who seek moderate to high returns over the long term and have a strong ethical conviction
Investment Objective
To outperform the CPI (after tax and investment expenses) by at least 2.5% per annum over the long term
Time horizon
7 or more years
Investment style
Invests in a cross-section of diversified assets with an emphasis on growth from socially responsible investments over the long term and reduced risk
Risk level
High Likelihood of less than 6 negative returns every 20 years
| Asset class | Target asset allocation | Range | |
|---|---|---|---|
| Growth assets | 72.5% | ||
| Australian Shares | 26.0% | 20.0-40.0% | View breakdown |
| Developed Markets | 34.0% | 20.0-40.0% | View breakdown |
| Absolute Return Strategies | 7.5% | 0.0-20.0% | View breakdown |
| Property | 5.0% | 0.0-20.0% | View breakdown |
| Defensive assets | 27.5% | ||
| Australian - Fixed Interest | 8.0% | 0.0-25.0% | View breakdown |
| Overseas - Fixed Interest | 7.0% | 0.0-25.0% | View breakdown |
| Cash | 5.0% | 0.0-20.0% | View breakdown |
| Absolute Return Strategies | 7.5% | 0.0-20.0% | View breakdown | Total | 100% |
Top 5 asset breakdown for
*Asset allocation as of 31 December 2021 for the selected investment option.
Asset allocation chart
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Top 5 asset breakdown chart for
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This website contains general information only and does not take account of your personal circumstances. You should obtain personal advice where appropriate. This content is current as at the date of publication and subject to change. Prime Super (ABN 60 562 335 823) is issued by Prime Super Pty Ltd (ABN 81 067 241 016, AFSL 219723). A Product Disclosure Statement is available from the issuer by calling 1800 675 839. Past performance is not a reliable indicator of future performance.