This option employs multiple responsible investment approaches, including screening for shares (exclusions), ESG integration, sustainability-themed investing, and stewardship as set out in the PDS that applies to you and in addition to our approach to sustainable investing for other available options.
Over rolling 10 year periods, beat inflation by 3.5% p.a. (Accumulation account and Transition to retirement income account) or by 4.0% p.a. (Income account), after investment fees and costs, transaction costs and, where applicable, investment taxes.1
Expected number of years of negative annual returns in any 20 years: 4 to less than 6. The risk is based on the standard risk measure (SRM).
5 years
The Socially Conscious Balanced option offers members the choice to invest in a diversified portfolio aligned with an extended set of environmental, social and governance (ESG) principles.
Find out moreover 3 years
over 7 years
over 10 years
Socially Conscious Balanced returns2
to 31 March 2024
Past performance is not a reliable indication of future performance.
Our Socially Conscious Balanced option is a Responsible Investment Certified Product.3
This option has been certified by the Responsible Investment Association Australasia according to the strict operational and disclosure practices required under the Responsible Investment Certification Program. See the Responsible Investment website for details.
Join todayAlready a member? Use Member Online to update your investment option.
If you are considering whether the Socially Conscious Balanced investment option is right for you, you should speak to your financial adviser or to one of Australian Retirement Trust's advisers. You can give Australian Retirement Trust a call on 13 11 84 or to change your investment option online, log in to Member Online.
You can view the exclusions and exceptions to these exclusions on the Socially Conscious Balanced option page.
Yes. You can view the asset allocations on the Socially Conscious Balanced option page.
If you're new to Australian Retirement Trust join today and select the Socially Conscious Balanced investment option.3
Australian Retirement Trust Super Savings Members who want to make the switch can log in to Member Online or call us on 13 11 84.
Check out information relating to the holdings of the Socially Conscious Balanced Option specifically prepared for the disclosure standards of RIAA certification. Please note that portfolio holdings disclosure information for all of Australian Retirement Trust’s Super Savings Products in line with specific requirements of Australian law can be found here.
1. Past performance is not a reliable indicator of future performance. Returns may vary considerably over time. Investment tax generally doesn’t apply to Retirement Income accounts.
2. The investment option commenced on 28 February 2022 and adopted the investment strategy of the pre-merger Sunsuper investment options. To show the investment performance for these investment options, we have used the returns for the respective Sunsuper investment options up to 28 February 2022, then the respective Super Savings option returns after that date.
3. RIAA’s RI Certification Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations. The Symbol also signifies that the Socially Conscious Balanced option adheres to the strict operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product. The Certification Symbol is a Trademark of the Responsible Investment Association Australasia (RIAA). Detailed information about RIAA, the Symbol and Socially Conscious Balanced option’s methodology, performance and stock holdings can be found at www.responsiblereturns.com.au, together with details about other responsible investment products certified by RIAA. The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.
4. If you are considering whether the investment option for your super is the right one for you, you should speak to your financial adviser or to one of Australian Retirement Trust's advisers. You can give Australian Retirement Trust a call on 13 11 84 or to change your investment option online, log in to Member Online.
