Investment Options
Balanced
Impact
Zero fossil fuels. Targets investment in social impact and renewable energy projects.
JoinHighest climate solutions target allocation
Let's break things down
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Zero fossil fuels
Ethically screened
Invests for impact
Targets 20% investment in climate change solutions
EmissionsHow much greenhouse gas is emitted by investing in this option. If negative, it means it abates more carbon than it emits
Based on a balance of $30,000 as at 31st of December, 2020.1.20
tonnes of CO2 equivalent
-1.72
tonnes of CO2 equivalent
-1.65
tonnes of CO2 equivalent
Highlight investments
Fees per year *
0.874% + $93.60
$530.60 per year on a balance of $50,000
1.478% + $93.60
$832.60 per year on a balance of $50,000
1.488% + $93.60
$837.60 per year on a balance of $50,000
CPICPI (which stands for 'Consumer Price Index') is how much the price of stuff changes each year + 2.5%
Per annum over rolling ten-year periodsAcross 10 consecutive years (after fees and taxes)
CPICPI (which stands for 'Consumer Price Index') is how much the price of stuff changes each year + 2.5%
Per annum over rolling ten-year periodsAcross 10 consecutive years (after fees and taxes)
CPICPI (which stands for 'Consumer Price Index') is how much the price of stuff changes each year + 2.5%
Per annum over rolling ten-year periodsAcross 10 consecutive years (after fees and taxes)
70% Growth
30% Defensive
65% Growth
35% Defensive
75% Growth
25% Defensive
Recent returns^
As at 30th of April, 2021.13.56%
One year
10.18%
Since inception
(16 Nov 2018)
12.51%
One year
7.06%
Since inception
(1 Sep 2014)
14.03%
One year
8.34%
Since inception
(1 May 2018)
* Read our Product Disclosure Statement full details on how fees apply to your Future Super account. The fees shown above are the total Investment Fees, Administration Fees and Indirect Cost Ratio payable for each of our investment options. Other fees and costs may apply to your account. There's no dollar-based admin fee when your balance is below $6,000.
^ Returns provided are after investment fees, percentage-based administration fees and taxes but before dollar-based administration fees have been taken out. Returns for periods of greater than one year are on a per annum compound basis. Return of capital and the performance of your investment in the Fund are not guaranteed. Past performance is not a reliable indicator of future performance.
Not sure? No stress.
You can change your investment option up to four times a yearAdditional switches will incur a $55 switching fee with no switching fee.
