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Socially Responsible

Socially Responsible takes into account socially responsible/ ethical criteria when investing a portfolio with an emphasis on growth assets.

Return Target 1,2

Return target of 3% per year above inflation over rolling 10-year periods after fees and taxes.


Risk: High

Risk: High

Negative returns expected 4.1 out of 20 years.


1 Investment markets are uncertain and future returns cannot be guaranteed.
2 Return targets are adjusted for taxes, administration fees and costs and investment fees and costs.

Socially Responsible - Estimated fees and costs

Administration fees and costs: 0.18% p.a. plus 0.03% p.a.1
Investment fees and costs: 0.73%
Transaction costs: 0.05%

See the Fees and other costs section of the Investment choice guide for a full explanation of the costs for each investment option.

1 This amount includes one off merger costs. This amount is not deducted from your account balance but is deducted from the Fund’s General Reserve.


Returns are reported on a basis of soft close valuations and are net of investment fees and costs and transaction costs, net of taxes, and net of the percentage-based administration fee (accrued in the unit price).

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