SR Australian Shares

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


Return target is to outperform a composite index of Australian shares over rolling 5-year periods.

Best suited to

Those seeking a socially responsible investment with high returns from Australian shares only and prepared to accept potentially significant fluctuations in returns over shorter time periods, or those wanting to build their own investment strategy when combined with other single asset class options.

Suggested minimum holding period

7 years

Estimated fees and costs

Administration: 0.18% p.a. plus flat fee of $1.50 p/w
Investment management: 0.48%
Indirect costs: 0.11%

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


Level of investment risk: Very high

Very High Risk (Scale 7 of 7)

Negative returns expected 6.4 out of 20 years.

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