2

Step 2

Then, our investment team uses this ethically screened universe to create the Future Super portfolio. The investment team selects the ethical stocks they believe will produce superior financial returns.

3

Step 3

Finally, our team look for positive industries like solar farms and other impact investments to add to the portfolio.

1

Step 1

Firstly, our ethical investment experts analyse companies on Australian and overseas share markets (as well as fixed interest and property investments) to create a universe of stocks which pass our strict ethical investment criteria. We also identify companies with superior environmental, social and ethical credentials.

Read more: Ethically screening

The creation of our Future Super portfolio

It's an easy, three-step process

Just some of our great investments

Wouldn't it be nice to own a slice of this pie?...

Meridian Energy is Australasia’s largest 100% renewable energy generator. It’s also the parent company of Powershop – the retailer that puts people in charge of the power they use. Meridian Energy are behind a heap of hydro and windfarms in Australia, and have agreements with solar farms as well. Through Powershop, which is a carbon neutral energy retailer (we’re already in the future!), they also have helped educate over 100,000 Aussies about their energy consumption and encouraged them to transition to renewable energy. All while netting those clients savings by providing opportunities to purchase Powerpacks for future energy usage.

Future Super teamed up with Infradebt to seed their Ethical Fund, which provides debt (think loans rather than shares) to renewable energy projects as well as more socially impactful organisations like hospitals. Infradebt provides a funding solution that makes smaller projects viable, by funding construction for new renewable assets, among other things. It has helped build a number of rooftop solar farms, as well as wind farms, utility grade solar farms and off-grid solar farms with batteries. Some of these projects are also invested (shares) through the Solar Asset Fund described above, including the Swan Hill Solar Farm and the Chinchilla Solar Farm. This means our members are not only providing debt funding opportunities that make these projects possible, but have ownership and income derived from these assets.


The Impact Investment Group Solar Asset Fund invests in unlisted (private companies not publicly traded on the ASX) solar farms. These farms will be located throughout Australia, and were seeded with an initial three: Swan Hill Solar Farm in Victoria, as well as Chinchilla Solar Farm, and Brigalow Solar Farm in Queensland. These projects are picked up early on, during the construction phase, as this helps drive better returns. New farms and projects will continue to be acquired, but already in 2018 the Fund has had an equivalent environmental impact to 5,000 cars off the road, though that’s just the start of what’s to come.

‍

Aspire Social Impact Bond
The Aspire Social Impact Bond (SIB) was the first of its kind in Australia and generates returns for investors (including our members!) based on the success of the Aspire social program to help disenfranchised and homeless people in Adelaide turn their lives around.

Source SVA

‍This program combines services focussed on life skills, housing access, employment pathways, and individualised case management for participants. It’s early stages yet, with 2018 being the first year of activity (the program is designed to run until 2024) but already over 100 people are benefiting from the program. The most recent report sees a 64% reduction in the emergency housing demand for participants and 22% lower conviction rate as participants begin to stabilise their lives (p.11).

The Artesian Clean Energy Seed Fund is all about creating a marketplace that encourages Australian sustainability focussed start-ups to flourish. It connects startups with funding pathways from when they’re first formed, through an incubator system, as well as seed, angel and venture capital funding. These startups will then have access to funding from Clean Energy Finance Corp (CEFC) to help them continue to mature. This means that the bright ideas and innovations Australians come up with to address climate change can get the funds they need to become a real and viable solution

Tesla Motors is an American automaker and energy storage company pioneering in the space of producing electric cars, battery storage, and battery charging equipment. As of September 2016, Tesla sold almost 164,000 electric vehicles worldwide and became the second largest global plug-in car manufacturer. Tesla's CEO, Elon Musk, envisions the household of the future to be completely self-reliant for energy generation and storage. The company introduced the Powerwall (home and small business) and Powerpack (commercial and utility) which store excess energy generated from solar panels, allowing the user to reduce their reliance on fossil fuels. In November 2016, Tesla announced the acquisition of SolarCity and launched the Solar Roof. The rooftop solar tiles are powerful in capturing solar energy, while retaining visual aesthetics and costing less than traditional roof tiles.
ResMed are pioneering the medical industry with their array of award winning masks and machines that diagnose, treat, and manage a range of sleep-disordered breathing and other respiratory conditions and chronic diseases. The company have branched into cloud-based software applications to better diagnose and monitor a range of conditions, with over 2 million patients remotely monitored each day.
Netflix is an American entertainment company specializing in providing streamed media and video on demand with over 86 million subscribed members across 190 countries. Netflix's increasing popularity raises some concerns about the company's future environmental impact, due to the increased pressure put on the company's data centres. However, the company continues to operate 89% more carbon efficient than the average for its sector.
View the complete list of our current holdings ↓

But wait, there's more

The Future Super fund invests in the following companies in its listed shares, alternatives, property, and fixed interest portfolios. The information below is provided for general information purposes only. It is not a recommendation to buy or sell any of the investments listed.

Note: Investment in international equities is via the Betashares Global Sustainability Leaders ETF. This fund only invests in global companies which have a carbon efficiency which is 60% better than average for its industry. Future Super’s Investment Manager is a service provider to Betashares for this product, with its role being to ensure the companies which are included in the ETF are Climate Leaders in their categories and satisfy a range of other ethical criteria. For more information visit: betashares.com.au

This list is current as at May 2018.

Renewable Energy & Energy Efficiency

Analog Devices

Applied Materials

Artesian Clean Energy Seed Fund

Blue Sky Solar Fund

First Solar

Galaxy Resources

Gamesa

IIG Solar Income Fund

Infigen Energy

Infineon Technologies

Infradebt Ethical Infrastructure Fund

Mercury NZ

Meridian Energy

New Energy Solar

ON Semiconductor

Orocobre

Shin Etsu Chemical

Tesla

Vestas Wind Systems

Windlab

Zen Energy

Public Transport

Central Japan Railway

MTR Corp

Healthcare

Ansell

Australian Pharmaceutical Industries

Bristol-Myers Squibb

CSL

Cochlear

Edwards Lifesciences

Fisher and Paykel Healthcare

Healthscope

Illumina

Incyte

Intuitive Surgical

Japara Healthcare

Nanosonics

Novo Nordisk

Primary Healthcare

Ramsay Healthcare

ResMed

Roche

Sigma Healthcare

Sonic Healthcare

Vertex Pharmaceuticals

Zoetis

Animal Health

Greencross

IT, Software & Technology Services

ASML Holding

Adobe Systems

Altium

Amadeus IT Holding

Appen

Apple

Automatic Data Processing

Bulletproof

Cerner Corp

Cognizant Technology Solutions

Computershare

Experian

Fidelity National Information Services

Fiserv

Intel

Intuit

Keyence

MYOB

Melbourne IT

NVIDIA

NextDC

PayPal

Paychex

Salesforce.com

ServiceNow

Tokyo Electron

Updater

Wisetech Global

Xero

Telecommunications

Amaysim Australia

BCE Inc

Charter Communications

Chorus

Crown Castle International

NTT Docomo

Rogers Communications

Singapore Telecommunications

Spark New Zealand

Superloop

Telstra

Vocus Group

Food, Nutrition & Markets

A2 Milk

Bega Cheese

Bellamy's Organic

Blackmores

Bubs Australia

Campbell Soup

Costa Group

General Mills

Select Harvests

Starbucks

Clothing & Apparel

Fast Retailing

Hennes and Mauritz

Industria De Diseno Textil

Myer

Nike

Ross Stores

Swatch Group

TJX Companies

Banks, Insurance & Financial Services

AIA Group

ASX Ltd

AUB Group

Anthem Inc

Bank First

Bank of Queensland

Bendigo and Adelaide Bank

Blackrock

CME Group

Charles Schwab

Chubb

Cigna Corp

Genworth Mortgage Brokers

Heritage Bank

Hong Kong Exchanges and Clearing

Humana

Insurance Australia Group

Intercontinental Exchange

Mastercard

Medibank

Members Equity Bank

NIB

Nordea Bank

Sampo Oyj

Steadfast Group

Suncorp

Svenska Handelsbanken

Swedbank

UnitedHealth Group

Visa

Property

Asia Pacific Data Centre REIT

AvalonBay Communities

Blue Sky Student Accommodation

Centuria

Charter Hall Group

Cromwell Property Group

Dexus

Digital Realty Trust

GPT Group

Growthpoint Properties

Investa Office Fund

Mirvac

Oriental Land Company

Prologis

Stockland

Unibail-Rodamco

Vicinity Centres

Vonovia

Media, Information & Entertainment

Booking Holdings Inc

Carsales.com

Expedia

Netflix

RELX

Seek

Trade Me Group

Sustainable Home, Industrial & Automotive Products

Aptiv

Asaleo Care

Assa Abloy

Autodesk

Autozone

Brambles

Breville

Denso

Dollar Tree

Fanuc

G.U.D. Holdings

GWA Group

Givaudan

Home Depot

Illinois Tool Works

KONE Oyj

O'Reilly Automotive

Orora

Pact Group

Philips

SMC Corp

Vulcan Materials

Professional Services

IRESS

Invocare

Link Administration

Marsh and McLennan Companies

McMillan Shakespeare

S&P Global

Service Stream

Technology One

Education and Learning Centres

G8 Education

IDP Education

Navitas

Social Impact Bonds

Aspire Social Impact Bond

Recycling & Waste Management

Bingo Industries

Cleanaway Waste Management

Sims Metal Management

‍

But wait, there's more

The Future Super fund invests in the following companies in its listed shares, alternatives, property, and fixed interest portfolios. The information below is provided for general information purposes only. It is not a recommendation to buy or sell any of the investments listed.

You can download our Portfolio Holdings Disclosure to find out more.

Note: Investment in international equities is via the Betashares Global Sustainability Leaders ETF. This fund only invests in global companies which have a carbon efficiency which is 60% better than average for its industry. Future Super’s Investment Manager is a service provider to Betashares for this product, with its role being to ensure the companies which are included in the ETF are Climate Leaders in their categories and satisfy a range of other ethical criteria. For more information visit: betashares.com.au

This list is current as at May 2018.

Australian Shares

Nextdc Limited

Resmed Inc

Brambles Ltd

Telstra Corp Ltd

Asx Ltd

Insurance Australia Group Ltd

Csl Ltd

Dexus

Trade Me Group Limited

New Energy Solar

Suncorp Group Ltd

Cochlear Ltd

Gpt Group/The

Sonic Healthcare Ltd

Stockland

Bank Of Queensland Limited

Mirvac Group

Vicinity Centres

Computershare Ltd

Ramsay Health Care Ltd

A2 Milk Co Ltd

Spark New Zealand Ltd

Fisher & Paykel Healthcare Cor

Medibank Pvt Ltd

Superloop Limited

Xero Ltd

Seek Ltd

Bendigo & Adelaide Bank Ltd

Fletcher Building Ltd

Healthscope Ltd

Orora Ltd

Link Administration Holdings

Charter Hall Group

Windlab Limited

Cleanaway Waste Management Ltd

Orocobre Limited

Ansell Ltd

Altium Ltd

Carsales.Com Ltd

Nib Holdings Ltd/Australia

Costa Group Holdings Ltd

Steadfast Group Ltd

Vocus Group Ltd

Cromwell Property Group

Chorus Ltd

Sims Metal Management Ltd

Wisetech Global Ltd

Blackmores Ltd

Myob Group Ltd

Iress Ltd

Technology One Ltd

Idp Education Ltd

Appen Ltd

Healius Ltd

G8 Education Ltd

Navitas Ltd

Invocare Ltd

Pilbara Minerals Ltd

Abacus Property Group

Mcmillan Shakespeare Ltd

Gud Holdings Ltd

Galaxy Resources Ltd

Bega Cheese Ltd

Bravura Solutions Ltd

Aub Group Ltd

Growthpoint Properties Austral

Nanosonics Ltd

Pact Group Holdings Ltd

Gdi Property Group

Sigma Healthcare Ltd

Bellamy's Australia Ltd

Service Stream Ltd

Bingo Industries Ltd

Select Harvests Ltd

Gwa Group Ltd

Greencross Ltd

Australian Pharmaceutical Indu

Kathmandu Holdings Ltd

Meridian Energy Ltd

Mercury Nz Ltd

Asaleo Care Ltd

Genworth Mortgage Insurance Au

Integrated Research Ltd

Clover Corp Ltd

Bubs Australia Ltd

International Shares

Activision Blizzard Inc

Adobe Inc.

Advanced Micro Devices

AIA Group Ltd

Align Technology Inc

Amadeus IT Group

Anthem Inc

Apple Inc.

Applied Materials Inc

Aptiv

ASML Holding

Assa Abloy

Autodesk Inc

AvalonBay Communities Inc

BlackRock Inc

Booking Holdings Inc

Boston Scientific Corp

Bristol-Myers Squibb

Centene Corp

Charles Schwab Corp

Chubb Limited

Chugai Pharmaceutical

Cintas Corp

CME Group Inc

Crown Castle Intl Corp

CVS Health Corporation

Edwards Lifesciences Corp

Experian

Fast Retailing Co

Fastenal Co

First Republic Bank

First Solar Inc

Geberit

General Mills Inc

Givaudan

Grainger W.W. Inc

Home Depot Inc

Hong Kong Exchanges and Clearing Ltd.

Humana Inc

Illinois Tool Works Inc

Illumina Inc

Inditex

Infineon Technologies

Intercontinental Exchange Inc

Intuit Inc

Intuitive Surgical Inc

KDDI Corp

Kerry Group

KLA-Tencor Corporation

Kone Corp

Legal & General Group

M&T Bank Corp

Marsh & McLennan Companies

Mastercard Inc

McCormick & Co

Moody's Corp

MSCI

MTR Corporation Ltd.

NetFlix Inc

NIKE Inc

Novo Nordisk AS

Nvidia Corp

On Semiconductor Corp

O'Reilly Automotive

Oriental Land Co

Palo Alto Networks Inc.

Paychex Inc

PayPal Holdings Inc.

ProLogis Inc

Realty Income Corp

Recruit Holdings Co Ltd

Roche Hldgs

S&P Global Inc

Salesforce.com

Sampo Oyj

SBA Communications Corp

SEB-Skand Enskilda Banken

ServiceNow Inc.

Siemens Gamesa Renewable Energy

Singapore Telecommunications Ltd

Splunk Inc.

Starbucks Corp

Stryker Corp

Svenska Handelsbanken

Swedbank

Tesla, Inc

TJX Cos Inc

Unitedhealth Group Inc

VeriSign Inc

Vertex Pharmaceuticals Inc

Vestas Wind Systems

Visa Inc

Vivendi

Vonovia

Vulcan Materials Co

Waters Corp

West Japan Railway

Wolters Kluwer

Workday Inc.

Zoetis Inc

‍


Fixed Interest

Infradebt Ethical Infrastructure Fund

Suncorp Group

Bendigo and Adelaide Bank

Members Equity

Insurance Australia Group (IAG)

Seek

NEXTDC

Challenger

NAB Low Carbon Note

Bank Australia

Heritage Bank

Telstra

CENTURIA CAPITAL

Teachers Mutual Bank

Bank of Queensland (BOQ)

Alternatives

Blue Sky Student Accomodation 6

IIG Solar Asset Fund

The Murray-Darling Basin Balanced Water Fund

Blue Sky Solar Fund

IIG Solar Income Fund

ZEN Energy

Aspire Social Impact Bond

Artesian Clean Energy Seed Fund


Impactful investment options for your superannuation

Choose one that suits you today, change anytime.

Balanced Index

100% divestment

A Balanced option that is fossil fuel free, contains no nasties, and favours investment in ethical companies.

Investment objectives: Outperform CPI + 2.75% p.a. over 10 year periods (after fees)

0.99% pa + $1.80 per week*

LOWer IMPACT

Balanced Impact

Increased social & ethical outcomes

A Balanced option that is fossil fuel free, contains no nasties, and actively invests in positive companies and renewables.

Investment objectives: Outperform CPI + 3.00% p.a. over 10 year periods (after fees)

1.79% pa + $1.80 per week

high IMPACT

Renewables Plus

Supercharged renewable investment

A Growth option that's fossil fuel free, with no nasties and targets 20% of the portfolio into renewable energy projects.

Investment objectives: Outperform CPI + 3.00% p.a. over 10 year periods (after fees)

1.89% pa + $1.80 per week

HIGHest IMPACT

Read our Product Disclosure Statement to find out more.

*this is the total sum of the Investment Management fee, Administration fees and Indirect Cost Ratio for each option. Please read the PDS for full details about how fees and costs apply to Future Super.

Join us today

It's as easy as 1, 2, 3

1

Complete the join form in 2 minutes*

Aside from the basics, you’ll just need your tax file number (TFN) so we can match it up with ATO records.

2

Activate your portal

You'll get an SMS to activate your Future Super member portal and set a password.

3

Rollover

We'll match your record with the ATO and instantly find any old or lost super accounts. You can rollover on the spot. Easy peasy!

*Our pension signup process has a few extra questions, but is still super easy!