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SRI Balanced

This option caters for investors who are willing to take moderate "Risks" with their money and are seeking an investment return from socially responsible sources.

Objectives

This option aims to:

  • provide returns higher than the Stable and Capital Managed options mainly from "Capital Growth"; and
  • achieve returns (after tax and other costs) over rolling ten year periods of 3% above "CPI*".

Please note: Returns are not guaranteed.

Investment timeframe

SRI Balanced is suitable for investors with an investment timeframe of five years.

Risk

Risk level^ High
Risk band^ 6
Risk of negative return Estimated number of negative annual returns over any 20 year period. 4.7

^Refer to Standard Risk Measure table

Total indirect fees and cost

2021/22 1.12%** More information

Asset allocation benchmarks

View SAA/ranges

Performance

Investment option FYTD (%) Rolling returns to (%)
1yr 3yr 5yr 7yr 10yr
Asset class SAA* (%) Range (%)
Cash 10 0 - 20
Diversified Fixed Interest 10 0 - 30
Diversifying Strategies 0 0 - 10
Private Equity5 0 - 15
Infrastructure10 0 - 20
Property10 0 - 20
International Shares 3015 - 45
Australian Shares 2510 - 40

*SAA - Strategic Asset Allocations

*Please note that TTR investment earnings are taxed up to 15%, so returns are the same as those for Accumulation (Super).

For further information on the SRI Balanced option please refer to the Product Disclosure Statement applicable to your account.

For a summary of the Energy Super investment options available to members click here.

All returns shown above (expect for MySuper) are net effective earning rates (i.e. after tax and some fees). The FYTD Return and the 1yr rolling return are not annualised. The returns for all other periods are compound annualised averages. The returns for the MySuper (LGIAsuper) are after all investment fees and taxes, and after the 0.18% p.a administration fee. Refer to the Energy Super Annual Report for more information on how rates are calculated.

Investments can go up and down. Past performance is not necessarily indicative of future performance.

* CPI is measured by the All Groups Consumer Price Index For Australia.

** The total indirect fees and costs (including the indirect administration fee) is the estimated cost for the 2020/21 period.