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Sustainable Responsible Investment (SRI) balanced

Behind 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

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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.

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