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SRI/Ethical – Ethical Super

    Investment objective

    Aims to produce an investment return of at least 3% in excess of the average rate of inflation (measured by the Consumer Price Index for Australia) over a rolling 7 year period (as at 30 June).

    Strategy

    This option provides balanced investment diversification by investing across a wide range of growth and defensive assets, namely Australian and global shares, property, fixed interest, infrastructure, alternative investments and cash. This includes investment in share funds which are designated as Socially Responsible Investments (SRI). Labour standards, environmental, social and ethical issues are taken into account (in addition to the usual investment criteria).

    Our SRI/Ethical Option will not invest in shares in companies with material exposure to:

    • tobacco production
    • alcohol production
    • gambling or gaming services, or
    • armaments.

    Material exposure is defined as 10% of revenue or greater in the last financial year.

    Risk Profile

    Risk Band

    Click here to refer to risk band information

    Risk of a negative return in a 20 year period †

    Suggested minimum investment timeframe (years)

    May suit investor type

    † Estimated number of negative annual returns over any 20 year period. Source: Mercer Investments (Australia) Ltd.