Australian Sustainable Shares
The Australian Sustainable Shares Investment Option is one of nine DIY Mix Investment Options available to AustralianSuper members.
AustralianSuper’s other DIY Mix Investment Options include
Australian Shares,
International Shares,
International Sustainable Shares,
Property,
Australian Fixed Interest,
Diversified Fixed Interest,
International Fixed Interest and
Cash.
Investment results for Australian Sustainable Shares
Investment result
| Period |
Credit rate |
| Daily rate (11.03.10) |
0.0754% |
| Financial Year To Date (01.07.09 - 11.03.10) |
35.9386% |
| 6 months to 31.12.09 |
34.91% |
| 1 year to 31.12.09 |
70.55% |
| 3 year to 31.12.09 pa |
2.33% |
| 5 year to 31.12.09 pa |
8.84% |
| 10 year to 31.12.09 pa |
n/a |
| Since inception 01.01.02 pa |
7.82% |
FYTD history
The chart below is a daily account of AustralianSuper's financial-year-to-date (FYTD) performance.
The FYTD history tracks the daily movement of an investment option's performance within the given financial year.
You can use the calendar below to review our FYTD performance history by selecting a date-range within the same financial year.
Click here to download a spreadsheet of the selected FYTD rates. This spreadsheet contains a daily rate column.
Monthly rates history
Please select a date range within the same financial year.
Investment strategy
To invest with an active-style manager, in a selection of over 300 companies listed on the Australian Stock Exchange.
This option is invested by an investment manager which uses environmental, social and governance considerations to select shares.
Investment objective
To outperform the S&P/ASX 300 Accumulation Index over the medium to long-term*.
Strategic Asset Allocation (SAA) targets
Minimum investment timeframe
Long-term: If you choose in this option, be prepared to stay invested in it for more than 5 years before it meets its objectives.
Risk classification
High risk: Returns can fluctuate considerably from year to year.
Expected frequency of negative annual return
Approximately 3 years in every 10.
Range of annual returns to date
| Since this option was offered in 2002, its investment returns have been within the range shown: |
|
 |
Date of inception
1/01/2002
Investment management fee: |
|
2009
0.65%
|
Returns quoted are net of fees and tax. In calculating historical return information we have combined return information from previous ARF and STA investment options. Where only one of the merging funds previously offered an equivalent option in the new product suite, the returns of that option have been used. Where both funds offered the equivalent option, the returns have been asset weighted across both options on a monthly basis, where possible. Investment returns are not guaranteed as all investments carry some risk. Past performance is not an indication of future performance.
The Strategic Asset Allocation (SAA) and other information shown in this section is current as at 1 November 2009. The Trustee may alter the strategic asset allocation or the composition of individual asset classes from time to time to suit prevailing market circumstances.
* AustralianSuper returns are after fees and taxes and benchmark returns are adjusted for fees and taxes.
Read about our Crediting Policy
Read the Investment Switching and ASX 200 acknowledgements and conditions.