legalsuper Balanced socially responsible

Australian share investments
Key: Fine Work to do Borderline Out of line Not Disclosed
10% 39% 6% 0% 45%

This option is externally managed by Pendal Sustainable Balanced Fund (SB Fund), which discloses its top 10 investment holdings. This limited disclosure doesn’t include any companies actively undermining the climate goals of the Paris Agreement.

Terms and methodologies explained


Known fossil fuel exclusions

This option “will avoid exposure (either directly or indirectly through underlying managers and funds) to companies with a material exposure [>10%] to the production or manufacture of.. fossil fuels”.


General fund information

Fund type: Industry

Assets under management: $4.2 billion

Members: 45,000

Date as at 30/06/2019
Reference: https://www.legalsuper.com.au/

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