SR Australian Shares

Like SR Balanced, SR Australian Shares takes into account socially responsible/ ethical criteria but only invests in Australian Shares.

Return Target

Return target is to outperform the S&P/ASX 200 Accumulation Index over rolling 5-year periods after fees and taxes. Investment markets are uncertain and future returns cannot be guaranteed. Return targets are adjusted for taxes, administration fees and costs and investment fees and costs.
 

Risk: Very high

Risk: Very high

Negative returns expected 6.1 out of 20 years.
 

Strategic asset allocation (SAA) and ranges

Asset classes SAA % Ranges %
Australian shares 100.0 90-100
International shares 0.0 n/a
Private capital 0.0 n/a
Property 0.0 n/a
Infrastructure 0.0 n/a
Diversifying strategies 0.0 n/a
Diversified fixed interest 0.0 n/a
Cash 0.0 0-10
Growth assets 100%
Defensive assets 0%

Estimated fees and costs

Administration: 0.18% p.a.
Investment management: 0.42%
Indirect costs: 0.12%

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

Returns

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