Product Name |
Local Government Super Balanced |
Issuer |
Local Government Super |
Category |
Superannuation |
Type |
Superfund/Pension |
Target |
Retail |
Certified Since |
2016 |
Asset Classes |
Diversified / Multi-asset |
Markets |
Australia |
Investment Approaches |
ESG Integration, Negative Screening |
It Includes: |
|
It has some level of screening for: |
|
It fully excludes: |
|
Broker | Responsible Returns |
URL | https://www.responsiblereturns.com.au/investment-options/local-government-super-balanced/profile |
Overview
Balanced web page: The Balanced strategy generally invests a proportion of its funds in growth assets such as Australian and international equities and property, semi liquids and private equity and the balance in income-producing assets, such as interest-bearing securities. This combination offers real investment growth above the CPI rate over a 3 year period. There are more assets that produce income, which makes the strategy more stable than the High-Growth and Balanced Growth strategies. Objective: 2% above CPI Risk Profile: Medium Time horizon: 3 years PDS: Invests a proportion of funds in growth assets, such as shares and property, in combination with income-producing assets, such as interest-bearing securities. May be suitable for members seeking investment growth over the medium term with less volatility. Objective: 2.0% net return p.a. above CPI over a rolling 10-year period. Risk profile: The emphasis is still on growth, but with more stability than might be expected in High Growth or Balanced Growth. Standard Risk Measure: Risk band: 4; Risk label: Medium (Based on an estimate of 2.3 negative annual returns in any 20-year period)
Description