Product Name |
Local Government Super Conservative |
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-conservative/profile |
Overview
Conservative web page: The Conservative strategy generally invests a small proportion in growth assets and the balance in income-producing assets such as interest-bearing securities. This combination offers real investment growth above the CPI rate over a 2 year period. Although it is relatively more stable than the High-Growth, Balanced Growth and Balanced strategies, the returns and the value of the investment can still fluctuate. Objective: 1.5% above CPI Risk Profile: Low Time horison: 2 years PDS: Invests a small proportion of funds in growth assets and the balance in income-producing assets, such as interest-bearing securities and may be suitable for members seeking a shorter term investment with some good potential for growth, but with greater stability. Risk profile: The emphasis is on greater security, with some potential for growth. The value of the investment could still fluctuate. Standard Risk Measure: Risk band: 2; Risk label: Low (Based on an estimate of 0.8 negative annual returns in any 20-year period)
Description