Sustainable

The Sustainable option aims to achieve strong returns by investing in a diversified portfolio of mainly growth assets with additional social and environmental screens.

Sustainable

This option may be suitable if you’re seeking moderate to high-level capital growth over the long term (more than 7 years) using environmentally and socially responsible investments. You can tolerate medium to high risk and volatility. The graph shows the value of an initial investment of $1,000 in this option over time. 

    Data

    Investment performance shown to 28 February 2021 is for Tasplan’s Sustainable investment option.

    Over rolling 7-year periods, after tax and fees.

    Deducted from investment returns before unit prices are determined and directly applied to your account. See Important information below.

    Risk band 5

    You may expect 3-4 negative annual returns in a 20-year period.

    Sustainable

    This option may be suitable if you’re seeking moderate to high-level capital growth over the long term (more than 7 years) using environmentally and socially responsible investments. You can tolerate medium to high risk and volatility. The graph shows the value of an initial investment of $1,000 in this option over time. 

      Data

      Investment performance shown to 28 February 2021 is for Tasplan’s Sustainable investment option.

      Over rolling 7-year periods, after tax and fees.

      Deducted from investment returns before unit prices are determined and directly applied to your account. See Important information below.

      Risk band 5

      You may expect 3-4 negative annual returns in a 20-year period.

      Sustainable

      This option may be suitable if you’re seeking moderate to high-level capital growth over the long term (more than 7 years) using environmentally and socially responsible investments. You can tolerate medium to high risk and volatility. The graph shows the value of an initial investment of $1,000 in this option over time. 

        Data

        Investment performance shown to 28 February 2021 is for Tasplan’s Sustainable investment option.

        Over rolling 7-year periods, after tax and fees.

        Deducted from investment returns before unit prices are determined and directly applied to your account. See Important information below.

        Risk band 5

        You may expect 3-4 negative annual returns in a 20-year period.

        Strategic Asset Allocation

        This is the target range for holdings in each asset class within an option. The asset allocation may be re-balanced within these ranges to help achieve the option’s investment return objective.

        Investment fees are calculated looking back at 30 June each year and are estimates only. The actual investment fees for the current financial year may vary with large investment acquisitions, divestments and/or changes in portfolio managers. Investment fees are disclosed gross of income tax. Any benefit of an income tax deduction relating to these fees will be applied to your account as part of the unit price for that option.

        Next steps

        Get Advice

        As a Spirit Super member, you have access to advice from our super experts.

        Grow your super

        By adding a little extra when you can, you’ll super-charge your savings over the long term.

        We’re in a limited services period until 30 April 2021. More information.