Standard Risk Measure

Equity Growth Sustainability

Description

This option has a 100% allocation to growth assets and a high risk of fluctuating returns.

The Equity Growth Sustainability option differs from the standard Equity Growth option through:

  • 1.  No exposure to index funds, which must invest in companies within the index and hence have limited ability to integrate Environmental, Social and Governance (ESG) factors into their investment process
  • 2.  No exposure to Private Equity funds, other than those that are invested in clean technology and renewables
Types of investors this is suitable for an minimum suggested investment timeframe Investors who have a high tolerance for risk and/or have a seven-year plus investment timeframe.
Asset classes (strategic allocation)
Equities (Australian and international) 85.1%
Alternatives* 14.9%

View the breakdown of asset classes

Dynamic asset allocation ranges
Equities 70.1% - 100.0%
Alternatives* 0.0% - 29.9%
Investment return objective

VicSuper FutureSaver

To earn an investment return of 4.25% per annum (after tax and investment expenses) above the rate of inflation over rolling 10-year periods.


VicSuper Flexible Income

To earn an investment return of 5.15% above the rate of inflation (after investment expenses) over rolling 10-year periods.

Standard Risk Measure

Risk Band: 6

Risk label: High

Estimated number of negative annual returns over any 20 year period: 4 to less than 6

* Alternatives are classified as part growth and part defensive.

The investment objective is based on advice from Frontier Advisors Pty Ltd and is subject to review. Frontier Advisors Pty Ltd has consented to this information being included on this website. It is important to note that this information is predictive in character, may be affected by inaccurate assumptions or by known or unknown risks and uncertainties, and may differ materially from results ultimately achieved.

Standard Risk Measure

Equity Growth Sustainability

Description

This option has a 100% allocation to growth assets and a high risk of fluctuating returns.

The Equity Growth Sustainability option differs from the standard Equity Growth option through:

  • 1.  No exposure to index funds, which must invest in companies within the index and hence have limited ability to integrate Environmental, Social and Governance (ESG) factors into their investment process
  • 2.  No exposure to Private Equity funds, other than those that are invested in clean technology and renewables
Types of investors this is suitable for an minimum suggested investment timeframe Investors who have a high tolerance for risk and/or have a seven-year plus investment timeframe.
Asset classes (strategic allocation)
Equities (Australian and international) 85.1%
Alternatives* 14.9%

View the breakdown of asset classes

Dynamic asset allocation ranges
Equities 70.1% - 100.0%
Alternatives* 0.0% - 29.9%
Investment return objective

VicSuper FutureSaver

To earn an investment return of 4.25% per annum (after tax and investment expenses) above the rate of inflation over rolling 10-year periods.


VicSuper Flexible Income

To earn an investment return of 5.15% above the rate of inflation (after investment expenses) over rolling 10-year periods.

Standard Risk Measure

Risk Band: 6

Risk label: High

Estimated number of negative annual returns over any 20 year period: 4 to less than 6

* Alternatives are classified as part growth and part defensive.

The investment objective is based on advice from Frontier Advisors Pty Ltd and is subject to review. Frontier Advisors Pty Ltd has consented to this information being included on this website. It is important to note that this information is predictive in character, may be affected by inaccurate assumptions or by known or unknown risks and uncertainties, and may differ materially from results ultimately achieved.

The Equity Growth Sustainability Option is changing
The Equity Growth Sustainability Option is changing

Over the past year we’ve undertaken extensive research to help us understand which environmental and social issues are important to our members. In response to this research, from 1 February 2017, our Equity Growth Sustainability investment option will be restructured and renamed to the Socially Conscious investment option.

Over the past year we’ve undertaken extensive research to help us understand which environmental and social issues are important to our members. In response to this research, from 1 February 2017, our Equity Growth Sustainability investment option will be restructured and renamed to the Socially Conscious investment option.