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
Highlight investments
- Plenti Provides green loans to fund the purchase and installation of clean energy products
- Vision Fund International Micro-finance products that promote financial inclusion in rural areas, particularly for people living in poverty
- IIG Solar Asset Fund An unlisted portfolio of up to $180m in Australian solar infrastructure
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 31st of March, 202115.24%
One year
9.44%
Since inception
(16 Nov 2018)
13.83%
One year
6.79%
Since inception
(1 Sep 2014)
15.64%
One year
7.72%
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.
