Sunsuper Socially Conscious Balanced Option

Product Name

Sunsuper Socially Conscious Balanced Option

Issuer

Sunsuper

Category

Superannuation

Type

Superfund option

Target

Retail

Certified Since

2007

Asset Classes

Diversified / Multi-asset

Markets

Australia

Investment Approaches

Negative Screening, Best in class screening

It Includes:

  • Riaa icons 14 Education
  • Riaa icons 32 Green property
  • Riaa icons 12 Healthcare and medical products
  • Riaa icons 11 Impact investments
  • Investment2 More sustainable companies

It fully excludes:

  • Riaa icons 41 Alcohol
  • Riaa icons 36 Armaments
  • Riaa icons 33 Fossil fuels
  • Riaa icons 42 Gambling
  • Riaa icons 50 Nuclear power
  • Riaa icons 99 Pornography
  • Riaa icons 35 Tobacco

Overview

The Socially Conscious Balanced Options offers Sunsuper’s members a balanced portfolio, diversified across asset classes with an emphasis on shares & property. It is suitable for investors who are seeking to accumulate wealth over the long term and who want to ensure that their investments are made in line with an extended set of environmental, social and governance principles.


Description


Please refer to page 27 of the PDS Investment Guide

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