Investment Options
Let's break things down
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Impact talk
Balanced Index
Balanced Impact
Renewables Plus Growth
High Growth
Screens out fossil fuel companies
Ethically screened
Invests for impact
Targets 20% investment in climate change solutions
Highlight investments
Vision Fund InternationalMicro-finance products that promote financial inclusion in rural areas, particularly for people living in poverty
IIG Solar Asset FundAn unlisted portfolio of up to $180m in Australian solar infrastructure
Juice Capital EnergyFinances and develops solar energy projects
Infradebt Ethical FundProvides loans to renewable energy and social infrastructure projects in Australia
Green Squares EnergyOrganises leases, loans, and rentals of solar energy
PlentiA lending platform that helps people finance home solar systems and batteries.
The Nightingale FundHelps create affordable housing and housing for essential workers in a sustainably designed apartment complex.
CIM The Impact FundInvests in specialist disability accommodation, affordable housing and clean energy.
Money talk
Balanced Index
Balanced Impact
Renewables Plus Growth
High Growth
Fees per year *
0.761% + $60
1.476% + $60
1.361% + $60
1.323% + $60
Investment objectives How much we aim for your money to grow each year
CPI + 2.5% CPI (which stands for 'Consumer Price Index') is how much the price of stuff changes each year
Per annum over rolling ten-year periods (after investment fees and taxes)
CPI + 2.5% CPI (which stands for 'Consumer Price Index') is how much the price of stuff changes each year
Per annum over rolling ten-year periods (after investment fees and taxes)
CPI + 2.5% CPI (which stands for 'Consumer Price Index') is how much the price of stuff changes each year
Per annum over rolling ten-year periods (after investment fees and taxes)
CPI + 3.5% CPI (which stands for 'Consumer Price Index') is how much the price of stuff changes each year
Per annum over rolling twelve-year periods (after investment fees and taxes)
Asset allocation How we balance risk and reward in order to achieve investment objectives
70% Growth
30% Defensive
65% Growth
35% Defensive
75% Growth
25% Defensive
90% Growth
10% Defensive
1.92%
One year
4.42%
Since inception
(16 Nov 2018)
1.32%
One year
4.99%
Since inception
(1 Sep 2014)
1.05%
One year
4.15%
Since inception
(1 May 2018)
NEW
One year
NEW
Since inception
(1 Nov 2023)
*The fees shown are the total Administration Fees and Costs, Investment
Fees and Costs and Transaction Costs payable by you in respect of your
investment in each investment option. Other fees and costs may apply to
your account. Please read the
Product Disclosure Statement
,
Additional Information Booklet
and
Target Market Determination
for full details about how fees and costs may impact your investment. Refer
to section 5 of the
Additional Information Booklet
for more information.
^ 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.