SR Australian Shares

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

Aim

To outperform S&P ASX300 Accumulation index over rolling 5-year periods.

Best suited to

Those seeking a socially responsible investment with reasonably high returns from Australian shares only and prepared to accept potentially modest to significant fluctuations in returns over shorter 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

Administration: 0.21%
Investment management: 0.84%

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


Investment mix


Risk

Level of investment risk: Very high

Negative returns expected 7.0 out of 20 years.
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