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.
Finally, our team look for positive industries like solar farms and other impact investments to add to the portfolio.
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.
The Future Super fund invests in the following companies in its listed shares, unlisted shares, 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.
Read our Product Disclosure Statement to find out more.
*Oh, and there's no weekly admin fee if your balance is below $1000 :)
Aside from the basics, you’ll just need your tax file number (TFN) so we can match it up with ATO records.
You'll get an SMS to activate your Future Super member portal and set a password.
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!