SR Balanced

This option takes into account socially responsible and/or ethical criteria when investing across a mainly return-seeking portfolio.

Aim

To achieve returns 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

Administration: 0.21%
Investment management: 0.90%

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: High

Negative returns expected 4.8 out of 20 years.
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