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  5. AustralianSuper Pension Australian Sustainability Shares - Managed fund profile

AustralianSuper Pension Australian Sustainability Shares - Managed Fund (Closed)

Fund Objective
To outperform the S&P/ASX 300 Accumulation Index over the medium to long-term.
Fund Strategy
To invest with an active-style manager, in a selection of over 300 companies listed on the Australian Stock Exchange. This option is invested by an investment manager which uses environmental, social and governance considerations to select shares. See page 24 for more information on socially responsible investing.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 2.93% 6.11% 3.34% -2.57% 4.02% 7.7% 8.82% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return -1.31% 2.1% 8.44% 24.89% 13.39% 8.01% 8.17% 8.32%
As at 30 Apr 2016. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AustralianSuper Pension Australian Sustainability Shares
Australian Equities
100%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.39%
International Equities
4.21%
Cash
-0.12%
Property
2.12%
Fixed Interest
0.40%
Alternatives
0.01%

General Information

Fund Details
Type Description
AustralianSuper Pension Australian Sustainability Shares
Closed
AustralianSuper Pty Ltd
Equity Australia Large Blend
starstarstarstarstar (as at 31 May 2016)
Allocated Pension
2 Jan 2008
$60.93 million (as at 30 Apr 2016)
n/a
n/a
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.41% (as at 30 Jun 2015)
Performance fee (not included in ICR) 0
Minimum initial investment $10,000.00
Minimum additional investments
Minimum redemption amount $1,000.00

FAQs about the AustralianSuper Pension Australian Sustainability Shares

The objective of the AustralianSuper Pension Australian Sustainability Shares managed fund is To outperform the S&P/ASX 300 Accumulation Index over the medium to long-term.

The strategy of the AustralianSuper Pension Australian Sustainability Shares managed fund is To invest with an active-style manager, in a selection of over 300 companies listed on the Australian Stock Exchange. This option is invested by an investment manager which uses environmental, social and governance considerations to select shares. See page 24 for more information on socially responsible investing.

The APIR code of the AustralianSuper Pension Australian Sustainability Shares managed fund is .

AustralianSuper Pension Australian Sustainability Shares’s total return last month was 2.93%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Apr 2016.

AustralianSuper Pension Australian Sustainability Shares’s total return for the last three months was 6.11%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Apr 2016.

AustralianSuper Pension Australian Sustainability Shares’s one-year total return is -2.57%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Apr 2016.

AustralianSuper Pension Australian Sustainability Shares’s one-year total return is 7.7%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Apr 2016.

The asset allocation of the AustralianSuper Pension Australian Sustainability Shares managed fund is :

Australian Equities
100%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AustralianSuper Pension Australian Sustainability Shares managed fund is AustralianSuper Pty Ltd.

The AustralianSuper Pension Australian Sustainability Shares managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Apr 2016, the size of the AustralianSuper Pension Australian Sustainability Shares managed fund was $60.93 million.

The AustralianSuper Pension Australian Sustainability Shares managed fund has an inception date of 2 Jan 2008.

The current entry price of the AustralianSuper Pension Australian Sustainability Shares managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the AustralianSuper Pension Australian Sustainability Shares managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the AustralianSuper Pension Australian Sustainability Shares managed fund is $10,000. Minimum additional investment is $0.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.