Investment Options
Let's break things down
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Impact talk
Balanced Index
Balanced Impact
Renewables Plus Growth
Screens out fossil fuel companies
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 *
0.785% + $60
1.500% + $60
1.385% + $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 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
7.77%
One year
5.91%
Since inception
(16 Nov 2018)
6.24%
One year
5.69%
Since inception
(1 Sep 2014)
6.73%
One year
5.43%
Since inception
(1 May 2018)
*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. There is 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.