Overview
To provide long-term growth accompanied by a high level of risk through investment in Australian and New Zealand companies with a bias to smaller companies.
The Fund aims to exceed the return of the ASX300 Total Return Index after taking into account fees and taxes over a 7 year period.
| Minimum investment timeframe |
7 years |
|---|---|
| Risk level |
High |
| Investors that the Fund may suit |
Members seeking capital growth through long-term investments who have a higher tolerance for risk. |
Asset allocation
Performance
| Australian Shares | 8.5% | 9.8% | 7.2% | 1.0% | 5.0% | -8.5% | 3.0% | -1.4% | 2.2% | 9.1% (31 Dec 1998) |
|---|
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 92% 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 92% of the investments of this option. The revenue is calculated per $1M invested in these listed shares and based on shareholdings at 30 June 2025.
Case studies
We know it can be difficult to imagine the real world impact that your super has. Explore the case studies below to learn more about some of the companies we're invested in.
More information
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Compared to a general share market benchmark selected as an appropriate investment benchmark for this option or fund, and based on shareholdings at 30 June 2024 and analysis tools provided by external sources accessed on 03 July 2024. More details here.
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Carbon intensity (tonnes CO2e/A$M revenue) of the listed companies is calculated as this option or fund's share of annual carbon emissions of the companies (including their scope 1 and scope 2 emissions), divided by this option or fund's share of annual revenue earned by those companies. More details here.
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Based on the revenue from sustainable impact solutions earned by the listed companies and the proportion of the listed share investments in renewables and energy solutions. Sustainable impact criteria and data is provided by external sources and aims to measure revenue exposure to sustainable impact solutions and support actionable thematic allocations in line with the U.N. Sustainable Development Goals (SDGs), EU Taxonomy of Sustainable Activities, and other sustainability related frameworks. More details here.