Designed for members who seek...
To help achieve a sustainable future while also achieving their own personal financial goals.
More suited to members with a longer time horizon of 5 or more years.
Objective
To provide a moderate level of capital growth over the long-term, by investment in Australian and overseas companies that will form part of a socially and environmentally sustainable future and that meet ethical investment criteria.
Target
Exceed inflation by around 4% per annum, over rolling 5-year periods.
Investment profile
The investment profile is:
- 74% growth assets
- 26% defensive assets
Level of risk
Moderate to high risk. Negative returns expected 1 year in every 5-6 years.
Performance
View the Investment Returns
From 1 August 2008 AMP Capital Responsible Investment Leaders Balanced Fund was appointed as the sole manager for RBF Socially Responsible Investments.
|
