Local Government Super Balanced

Product Name	Local Government Super Balanced
Issuer	Local Government Super
Category	Superannuation
Type	Superfund option
Target	Retail
Certified Since	2016

Asset Classes	Diversified / Multi-asset
Markets	Australia
Investment Approaches	ESG Integration, Negative Screening
It Includes:	Education Green property Healthcare and medical products Impact investments Renewable energy and climate change solutions Social and sustainable infrastructure Sustainable land and agricultural management Sustainable transport Sustainable water More sustainable companies
It has some level of screening for:	Armaments Fossil fuels Gambling Human rights abuses Labour rights violations Logging Nuclear power Tobacco
Broker	Responsible Returns
URL	https://www.responsiblereturns.com.au/investment-options/local-government-super-balanced/profile

Overview

Local Government Super's Balanced investment option provides Australians with the option of investing across a wide range of asset classes while restricting investment in controversial or high risk companies. 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.

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Other products certified by the Responsible Investment Association Australasia (RIAA)

Local Government Super Balanced Growth

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Local Government Super Sustainable Australian Shares

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Local Government Super High Growth

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The products featured on this site have all achieved certification under the Responsible Investment Association Australasia’s (RIAA) Responsible Investment Certification Program — the underlying principles?

Transparency & Verification

What sets these investment products aside from regular ones on the market is they all have some type of responsible or ethical strategy applied to them.

At a minimum, their issuers explain these strategies in public documents and open their offices and books to third party verifiers who check these strategies are implemented according to what you read about them publicly.

You can also click through to see the underlying managers and / or stock holdings in each certified product as well as access a certified product’s recent performance results.

Stewardship & Impact

In July 2019, we lifted our requirements of certified products which we are phasing in over 18 months.

We now require that issuers have organisation-wide commitments to responsible investing and they exercise their responsibilities as stewards of your money - through engaging with companies to improve sustainability performance and voting on shareholder resolutions where possible. All certified products now need to at least avoid significant harm and their issuers will annually report against any sustainability-based claims made by their products. This uplift in program standards is part of our passion for, and on-going commitment to, responsible and ethical investing.

Even though we're lifting the bar, we know your convictions to doing good with your money may be higher and so we have served up our member's certified products with a large dose of transparency and independent verification, so that you can draw your own conclusions from reliable information and choose investments that best suit your individual needs.