• Standard Risk Measure
    Standard Risk Measure

    Balanced

    Description
    The Socially Conscious investment option incorporates a wide range of social and environmental objectives.  The objectives apply only to the equities component of the investment option while the other asset classes will integrate an environment, social and governance (ESG) approach.

    Get more information and detail on these objectives.

    This option has a 57.3% allocation to growth assets with allowance for dynamic asset allocation ranges between 42.3% and 72.3%. The risk of fluctuating returns is medium.
    Types of investors this is suitable for an minimum suggested investment timeframe Investors who have a medium tolerance for risk and/or have a five-year plus investment timeframe.
    Asset classes (strategic allocation)
    Equities 40.9%
    Alternatives* 10.0%
    Cash 5.0%
    Fixed interest 26.6%
    Real assets* 17.5%

    View the breakdown of asset classes

    Dynamic asset allocation ranges
    Equities 25.9% - 55.9%
    Alternatives* 0.0% - 25.0%
    Cash 0.0% - 20.0%
    Fixed interest 11.6% - 41.6%
    Real assets* 2.5% - 32.5%
    Investment return objective

    VicSuper FutureSaver

    To earn an investment return of 3.5% 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 4.4% above the rate of inflation (after investment expenses) over rolling 10-year periods.

    Standard Risk Measure

    Risk Band: 4

    Risk label: Medium

    Estimated number of negative annual returns over any 20-year period: 2 to less than 3.

    Current holdings View company holdings

    * Real assets and 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.

    Balanced

    Description
    The Socially Conscious investment option incorporates a wide range of social and environmental objectives.  The objectives apply only to the equities component of the investment option while the other asset classes will integrate an environment, social and governance (ESG) approach.

    Get more information and detail on these objectives.

    This option has a 57.3% allocation to growth assets with allowance for dynamic asset allocation ranges between 42.3% and 72.3%. The risk of fluctuating returns is medium.
    Types of investors this is suitable for an minimum suggested investment timeframe Investors who have a medium tolerance for risk and/or have a five-year plus investment timeframe.
    Asset classes (strategic allocation)
    Equities 40.9%
    Alternatives* 10.0%
    Cash 5.0%
    Fixed interest 26.6%
    Real assets* 17.5%

    View the breakdown of asset classes

    Dynamic asset allocation ranges
    Equities 25.9% - 55.9%
    Alternatives* 0.0% - 25.0%
    Cash 0.0% - 20.0%
    Fixed interest 11.6% - 41.6%
    Real assets* 2.5% - 32.5%
    Investment return objective

    VicSuper FutureSaver

    To earn an investment return of 3.5% 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 4.4% above the rate of inflation (after investment expenses) over rolling 10-year periods.

    Standard Risk Measure

    Risk Band: 4

    Risk label: Medium

    Estimated number of negative annual returns over any 20-year period: 2 to less than 3.

    Current holdings View company holdings

    * Real assets and 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.

  • Find out more about socially conscious investing
    Find out more about socially conscious investing

    Find out more about the environmental and social objectives, underlying investment methodology, and features of VicSuper’s Socially Conscious investment option.
    Find out more about the environmental and social objectives, underlying investment methodology, and features of VicSuper’s Socially Conscious investment option.
  • Investment option changes
    Investment option changes

    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, on 1 February 2017, VicSuper’s Equity Growth Sustainability investment option was renamed and restructured to become 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, on 1 February 2017, VicSuper’s Equity Growth Sustainability investment option was renamed and restructured to become the Socially Conscious Investment option.