Australian Sustainable Shares

Investment objective:
To outperform the S&P/ASX 300 Accumulation Index over the medium to long-term*.
Investment strategy:

To invest with an active-style manager, in a selection of companies listed on the Australian Stock Exchange.

This option is invested by an investment manager which uses environmental, social and governance considerations to select shares.

Strategic Asset Allocation:

Risk profile

Minimum investment timeframe:
Long-term: If you choose in this option, be prepared to stay invested in it for more than 5 years before it meets its objectives.
Expected frequency of negative annual return:
Approximately 3 years in every 10.
Risk classification:
High risk: Returns can fluctuate considerably from year to year.
Range of annual returns to date:

Since this option was offered in 2002, its investment returns have been within the range shown:

 
 
 

Performance for Australian Sustainable Shares

 
Daily Rate (02.09.10) FYTD (01.07.10 - 02.09.10) 6 Months 1 Year (%pa) 3 Year (%pa) 5 Year (%pa) 10 Year (%pa) Inception: 01.01.02 (%pa)
to 30.06.10 pa
AusSuper 0.5672% 4.1104% -5.79% 27.10% -2.48% 6.12% n/a 6.60%
Benchmark n/a n/a -9.79% 11.65% -8.17% 3.62% n/a 6.11%

* AustralianSuper returns are after fees and taxes and benchmark returns are adjusted for fees and taxes.

Returns quoted are net of fees and tax. In calculating historical return information we have combined return information from previous ARF and STA investment options. Where only one of the merging funds previously offered an equivalent option in the new product suite, the returns of that option have been used. Where both funds offered the equivalent option, the returns have been asset weighted across both options on a monthly basis, where possible. Investment returns are not guaranteed as all investments carry some risk. Past performance is not an indication of future performance.

The Strategic Asset Allocation (SAA) and other information shown in this section is current as at 1 November 2009. The Trustee may alter the strategic asset allocation or the composition of individual asset classes from time to time to suit prevailing market circumstances.

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