Sustainable Balanced
The Sustainable Balanced Investment Option is one of six PreMixed Investment Options available to AustralianSuper members.
Investment results for Sustainable Balanced
Investment result
| Period |
Credit rate |
| Daily rate (07.09.08) |
0.00% |
| Financial Year To Date (01.07.08 - 07.09.08) |
3.23% |
| 6 months to 30.06.08 |
-9.52% |
| 1 year to 30.06.08 |
-9.89% |
| 3 year Avg to 30.06.08 |
5.97% |
| 5 year Avg to 30.06.08 |
7.58% |
| 10 year Avg to 30.06.08 |
n/a |
| Since inception 01.10.01 |
6.06% |
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 description
The Sustainable Balanced Investment Option is a socially responsible Investment Option (SRI) that has been developed for members who want to invest in environmentally and socially responsible companies and who expect investment returns similar to those of other balanced funds.
Investment objective
The objective of the Sustainable Balanced Investment Option is to out-perform, (after fees and taxes) CPI + 4% pa, and the median balanced fund, over the medium to longer term. The Sustainable Balanced Investment Option may have a lower return than the Balanced Investment Option because of the different structure and the higher management fees associated with 'screened' products.
Investment management
The Sustainable Balanced Investment Option has investments spread across a range of asset classes including shares, property, bonds, infrastructure, private equity, hedge funds and cash. Such a broad spread of asset classes reduces the effect of fluctuations that may occur in any single asset class. This is further reduced by spreading the investments between a range of investment managers.
In the Sustainable Balanced Investment Option, only the Australian and international shares components are screened. The remaining assets classes do not explicitly take into account SRI considerations.
Investment period
Medium to longer term
Investment risk
Medium
Date of inception
01/10/2001
| Investment management fee: |
|
2007
0.88%
|
* Please note that the returns quoted are net of fees and tax. The 1 year, 3 year, 5 year and since inception figures, where they appear, are rolling returns as at 30 June 2008. These historical returns are the combined return information from previous ARF and STA investment options.
Where only one of the merging funds previously offered an equivalent to an option in the new product suite, the returns of that option have been used. Where both funds offered an equivalent option, the returns have been asset weighted across both options on a monthly basis, as per industry best practice. Where data isn’t available for one or both of the equivalent options, the monthly returns have been averaged. The same process has been used for calculating historical investment fees. Investment returns are not guaranteed as all investments carry some risk. Past performance gives no indication of future returns.
The strategic asset allocation and other information shown in this section is current as at 31 December 2007. The Trustee may alter the strategic asset allocation or the composition of individual asset classes from time to time to suit prevailing market circumstances.
Read about our Crediting Policy
Read the Investment Switching and ASX 200 acknowledgements and conditions.