Climate Advocacy

Objective

  • to provide returns consistent with the broad Australian share market index and provide an avenue for active engagement with the companies included in the index.

Overview

  • direct investment in Australian Ethical's Climate Advocacy Fund
  • designed to track the return of the S&P/ASX 200 share market index
  • aims to improve the corporate behaviour of companies through engagement on climate change issues.

Suits

  • members in the accumulation phase who want to grow their super over the long term and members seeking higher levels of risk to achieve potentially higher returns
  • members with an interest in corporate engagement and who seek a return consistent with the broad share market.

Established

May 2010

Recommended minimum timeframe

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7+
  • Years

Asset Mix

90% Growth 10% Defensive

Investment risk

Investment risk illustration Low High

Asset Allocation

  • Australian shares
  • Cash
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Climate Advocacy superannuation portfolio

Unit Prices

  • 11 May 2012
    $1.0273
    $1.0263
    $1.0256
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CSV

Returns

Total returns to 31 March 2012 3 months 1 year 3 years 5 years 10 years Since Inception
Climate Advocacy 7.00% -2.80% 1.50%