Overview
To provide long term growth accompanied by medium to high levels of risk through holding mostly growth assets.
The Fund aims to achieve returns 4.25% above inflation after investment fees and taxes over a 10 year period.
| Minimum investment timeframe |
9 years |
|---|---|
| Risk level |
Medium to high |
| Investors that the Fund may suit |
Members who have a longer timeframe to accumulate retirement savings and who are comfortable with short-term market fluctuations. |
Asset allocation
Performance & unit prices
Case studies
We know it can be difficult to imagine the real world impact that your pension has. Explore the case studies below to learn more about some of the companies we're invested in.
Sustainability indicators
Our ethical investment approach favours companies and portfolios with stronger sustainability characteristics. The sustainability indicators presented below are for the investment by this option in listed shares at 30 June 2025 for which we have relevant sustainability data.
These listed shares are 71% of total investments of this option, and the indicators are not applicable to the other investments of the option.
Sustainable Solutions Revenue Breakdown
Below is the estimated annual revenue earned by these listed companies that has been identified as contributing to sustainability goals such as the Sustainable Development Goals. The Sustainable Development Goals were set by the United Nations as a blueprint on how to achieve a better and more sustainable future. Find out more at sdgs.un.org/goals.
This is a general indication only and relates only to 71% of the investments of this option. The revenue is calculated per $1M invested in these listed shares and based on shareholdings at 30 June 2025.