Socially Responsible Investment (SRI) - Balanced option


Growth / defensive asset mix

76% growth / 24% defensive

Return target

CPI plus 3.5% per annum on average over 20 years

The investment objective for pension members is slightly higher - refer to the Allocated Pension and WISP PDS for more information.

Level of investment risk*


Negative returns expected in between 4 to less than 6 out of every 20 years

Investment style

Responsible investment option invested through diversified investment portfolio, including some growth assets and some lower risk investments. Seeks to exclude particular industries and invest in assets that contribute to sustainable outcomes.

Suitable for

This Option may suit members seeking a responsible investment option. This Option may suit members who have a five year plus investment time horizon.

Strategic asset allocation

Refer to the investment performance page for the most recent investment performance figures.
Refer to the Investments Supplement for more information on investment options.

* The Level of investment risk is based on an industry-wide Standard Risk Measure. It shows the number of expected negative annual returns over a 20-year period.


Your options in detail

Australian Shares option

Balanced option

Capital Stable option

Cash option

Conservative Balanced option

Indexed Balanced option

International Shares option

Shares Plus option

Socially Responsible Investment (SRI) - Balanced option