Low Carbon Australian Shares Option - Pension - iQ Retirement (Pension)

Manager Allocation (%) Color
Low Carbon Australian Shares Option - Pension
Russell Investments
100 #333333
As at 28/05/2024
Asset Class Allocation (%) Color
Unmapped Asset Class Category
100 #333333
As at 28/05/2024
Fund Allocation (%) Color
Unmapped Asset Class Category
Low Carbon Australian Shares Option - Pension
100 #333333
As at 28/05/2024
Performance (As at 30/4/2024)
Inception Date 1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
12/12/2023 -3.24% 1.95% - - - 8.38%
Past performance is not a reliable indicator of future performance. Performance is net of fees and charges. Performance for periods longer than 1 year are annualised. This information has been prepared for the purpose of providing general information, without taking into account your objectives, financial situation or needs. Before making an investment decision, you need to consider whether this information is appropriate to your objectives, financial situation or needs. Please consult your financial adviser. This information has been compiled from sources considered to be reliable, but is not guaranteed. Any potential investor should consider the relevant PDS in deciding whether to acquire, or continue to hold units in a fund.

Fund detail

Assets under management $(As at 27/05/2024)
Fund inception 12th December 2023
Minimum Investment timeframe 7 years
Investment return objective Earn a return in line with the benchmark, before costs, over rolling 5 year periods.
Investment strategy The Option is predominantly exposed to a broad range of Australian shares listed on the Australian Securities Exchange. The Option is invested in a fund that will maintain a reduced carbon exposure compared to the benchmark, whilst also taking into account other ESG considerations such as the exclusion of controversial weapons, uranium and tobacco companies. This Option may also be exposed to derivatives.