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Showing 1 - 10 of 22 results for "Sustainable Balanced"

UniSuper makes investment changes for High Growth option

MATTHEW WAI  |  FRIDAY, 15 MAY 2026
... derive from conventional weapons systems and components to be up to 5%, instead of up to 1% currently, for the Sustainable Balanced, Sustainable High Growth, and Global Environmental Opportunities options. The negative screen will also no longer consider ...

HESTA, Vision Super divest Israeli securities

KARREN VERGARA  |  FRIDAY, 7 NOV 2025
... Super's High Growth Socially Conscious had $30.5 million. The highest in the sample was UniSuper's Sustainable Balanced option with a whopping $430.5 million. Its charter claims to "assess companies that breach the UN Global Compact or have otherwise ...

UniSuper delivers 10.3% to members

ELIZA BAVIN  |  FRIDAY, 11 JUL 2025
... Growth option saw 11% returns for the year. The two sustainable-branded options, Sustainable High Growth and Sustainable Balanced, returned 12.3% and 11.2% respectively. The highest-performing UniSuper investment option for the year was the Australian ...

Future Group positions super offerings for growth

JAMIE WILLIAMSON  |  FRIDAY, 11 APR 2025
... new investment options. For Future Super accumulation members, the new options are Sustainable Moderate, Sustainable Balanced Growth, Sustainable Growth, Sustainable High Growth, and Sustainable Alternatives Growth. There will also be a Balanced option ...

UniSuper prepared for buying opportunities

ELIZA BAVIN  |  TUESDAY, 18 FEB 2025
... "UniSuper's Balanced option, which is our default option, returned 11.7% for the 12 months to 31 December 2024. Our Sustainable Balanced option performed strongly, returning 15.2% for the 12 months thanks to its exposure to listed assets and US tech." ...

Perpetual, Pendal combine multi-asset capabilities

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
... Pendal Active Growth Fund, Pendal Active High Growth Fund, Pendal Multi-Asset Target Return Fund, Pendal Sustainable Balanced - Class R, Pendal Sustainable Balanced Fund - Class Z, Pendal Sustainable Conservative Fund, and the Pendal Sustainable International ...

GESB debuts first sustainable option

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2023
The West Australian scheme is now offering members a dedicated ESG option, managed by Pendal. The Sustainable Balanced investment plan was made available to members of GESB Super, West State Super and Retirement Income Allocated Pension members on September ...

Pendal launches new charitable investment vehicle

CHLOE WALKER  |  MONDAY, 6 JUN 2022
... implement the Investment Giving structure, by issuing a new class of units - Class G - in its flagship Pendal Sustainable Balanced Fund. Pendal will also waive 50% of the management fee on the new Class G investments. The Investment Giving product was ...

Sustainable SMAs added to Macquarie Wrap

JAMIE WILLIAMSON  |  FRIDAY, 8 OCT 2021
... Portfolio have been added to the platform, alongside the Pendal Sustainable Moderate Managed Portfolio, Pendal Sustainable Balanced Managed Portfolio and the Pendal Sustainable High Growth Managed Portfolio. They're available on the Macquarie Manager ...

Super fund ousts ethical manager

JAMIE WILLIAMSON  |  FRIDAY, 22 JAN 2021
... earlier this month. LGIAsuper's Socially Responsible Balanced option is now invested in Pendal Group's Sustainable Balanced Fund. The option was invested in the AMP Capital Ethical Leaders Balanced Fund but was transferred during the week of ...
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