New sustainable investment plan available

Your employees now have the option to invest in our new Sustainable Balanced investment plan.

The new plan enhances our whole-of-portfolio approach to responsible investing and gives members the option to invest their super with a greater focus on environmental, social and governance (ESG) considerations.

Here we provide information about the new plan and links to further resources so you can help your employees stay informed.

About the Sustainable Balanced plan

The Sustainable Balanced plan is a Readymade plan which invests in a range of asset classes that are selected to meet stricter ESG criteria. It also places greater emphasis on exclusions.

The plan is now available for GESB Super, West State Super and Retirement Income Allocated Pension members.

Below you’ll find resources to more information about this new investment option:

Significant Event Notice

Our Significant Event Notice describes the new plan, including who might choose it, what it invests in, its investment objective, level of risk, and fees and costs.

ESG criteria and exclusions

Details of the ESG criteria and exclusions applied to this plan are included in our Investment choice brochure and Retirement Income Product Information Booklet.

Product dashboards

Plan details are provided on our super investment options and retirement investment options pages so members can compare this plan to the other investment options available.

Indicative portfolio holdings

An accurate list of portfolio holdings will be available by the end of March 2024. In the meantime, we’ve provided an indicative list of holdings in the Sustainable Balanced Fund as of 30 June 2023, as provided by the investment manager, Pendal.

How to switch investment plans

Members in the relevant schemes can switch plans by logging into Member Online or by filling out and submitting an Investment choice form.

Our FAQ provides step-by-step instructions.