Our most eco-friendly super option!

Balanced
Index

This low-cost option leverages indexes to deliver a diverse and values-aligned investment portfolio.

Balanced
Impact

This option offers a well-rounded exposure to renewable energy and social impact investments.

Renewables
Plus Growth

This option targets a 20% allocation to renewable energy and climate solutions, for a forward-thinking and environmentally conscious portfolio.

High
Growth

This option targets high allocation in growth investments such as Australian shares, international shares, and alternative assets.

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

See all 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)

Recommended Minimum Investment Timeframe

10 years

10 years

10 years

12 years

Estimated negative returns over any 20-year period

4 to less than 6

4 to less than 6

4 to less than 6

6 or more

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

Recent returns^

As at 31 January 2024

See full performance and returns

11.55%

One year

6.38%

Since inception
(16 Nov 2018)

9.19%

One year

5.85%

Since inception
(1 Sep 2014)

9.39%

One year

5.63%

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.

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