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Investment Options

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Balanced IndexInvest in everything
This low-cost option leverages indexes to deliver a diverse and values-aligned investment portfolio.
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Balanced ImpactInvest in social impact
This option offers a well-rounded exposure to renewable energy and social impact investments.
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Renewables Plus GrowthInvest in climate solutions
This option targets a 20% allocation to renewable energy and climate solutions, for a forward-thinking and environmentally conscious portfolio.
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High GrowthInvest in your future
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

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Balanced Index

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Balanced Impact

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Renewables Plus Growth

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High Growth

Screens out fossil fuel companies

Ethically screened

Invests for impact

Targets 20% investment in climate change solutions

Highlight Investments

IIG Solar Asset FundAn unlisted portfolio of up to $180m in Australian solar infrastructure
Vision Fund InternationalMicro-finance products that promote financial inclusion in rural areas, particularly for people living in poverty
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

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Balanced Index

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Balanced Impact

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Renewables Plus Growth

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High Growth

Fees per year

0.761% + $60

1.476% + $60

1.361% + $60

1.323% + $60

Investment objectives

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 allocationHow 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 October 2024

19.22%
One year

6.79%
Since inception (16 Nov 2018)
15.94%
One year

6.00%
Since inception (01 Sep 2014)
16.85%
One year

6.00%
Since inception (01 May 2018)
NEW
One year

NEW
Since inception (01 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 and Target Market Determination for full details about how fees and costs may impact your investment

^ 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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