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 |
Education
Green property
Healthcare and medical products
Impact investments
Renewable energy and energy efficiency
Social and sustainable infrastructure
Sustainable land and agricultural management 
Sustainable transport
Sustainable water
More sustainable companies
Armaments
Fossil fuels
Gambling
Human rights abuses
Labour rights violations
Logging
Nuclear power 
TobaccoOverview
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
Investment restrictions applied to this product are:
- LGS will not actively invest in companies that derive any revenue from:
- Controversial weapons - including the manufacture and/or production of controversial weapons such as land mines, cluster bombs and nuclear weapons.
- Tobacco - including the manufacture and/or production of tobacco products.
- LGS will not actively invest in companies that derive 10% or more of their revenue from:
- Armaments - including the manufacture and/or production of armaments.
- Gambling - including the manufacture and/or production of gambling machines and services and/or ownership of outlets housing these machines.
- Old growth logging - including involvement in logging of old growth forests.
- Uranium mining/nuclear - including involvement in uranium mining and production of nuclear energy.
- LGS will not actively invest in companies that derive 33.3% or more of their revenue from:
- High carbon sensitive activities - including coal mining, oil tar sands and coal fired electricity generation.
- LGS will not actively invest in companies that are identified as:
- High ESG risk - including poor governance and management of ESG risks.