SR Balanced

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

Aim

Return target of 3% per year above inflation over rolling 5-year periods.


Best suited to

Those seeking a socially responsible investment with reasonably high returns and prepared to accept potentially modest to significant fluctuations in returns over shorter periods.


Suggested minimum holding period

5 years


Estimated fees and costs

Administration: 0.18% p.a. plus flat fee of $1.50 p/w
Investment management: 0.88%
Indirect costs: 0.19%

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


Risk

Level of investment risk: High

High Risk (Scale 6 of 7)

Negative returns expected 4.7 out of 20 years.

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