Investment Options
Let's break things down
Don’t speak finance? Hover over anything with a dotted underline You're a natural! to see a normal human explanation.
Impact talk
Balanced Index
Balanced Impact
Renewables Plus Growth
Zero fossil fuels
Ethically screened
Invests for impact
Targets 20% investment in climate change solutions
Emissions How 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.
1.2
tonnes of CO2 equivalent
-1.72
tonnes of CO2 equivalent
-1.65
tonnes of CO2 equivalent
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
Money talk
Balanced Index
Balanced Impact
Renewables Plus Growth
Fees per year *
0.885% + $60
$502.50 per year on a balance of $50,000
1.501% + $60
$810.50 per year on a balance of $50,000
1.501% + $60
$810.50 per year on a balance of $50,000
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 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 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 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
14.15%
One year
10.46%
Since inception
(16 Nov 2018)
12.46%
One year
7.28%
Since inception
(1 Sep 2014)
14.46%
One year
8.87%
Since inception
(1 May 2018)
* Read our Product Disclosure Statement,
Additional Information Booklet
and
Target Market Determination
for 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.