Low Carbon Global Shares Option - iQ Retirement (Pension)

Manager Allocation (%) Color
Low Carbon Global Shares Option
Russell Investments		 100 #333333
As at 05/11/2024
Asset Class Allocation (%) Color
Unmapped Asset Class Category		 100 #333333
As at 05/11/2024
Fund Allocation (%) Color
Unmapped Asset Class Category
Low Carbon Global Shares Option		 100 #333333
As at 05/11/2024
Performance (As at 30/9/2024)
Inception Date 1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
24/11/2017 0.05% 2.46% 22.04% 8.88% 10.12% 10.04%
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 04/11/2024)
Fund inception 24th November 2017
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 Predominantly exposed to a broad range of international shares listed on stock exchanges in developed and emerging international markets. The option is invested in a fund that will maintain a reduced carbon exposure compared to the benchmark, whilst also increasing exposure to renewable energy and taking into account other ESG considerations such as the exclusion of controversial weapons, uranium and tobacco companies. The option may also be exposed to derivatives.