UniSuper Sustainable Balanced

Australian share investments

Key

2% 36% % 62%

UniSuper only discloses the top 21 Australian and top 21 international shareholdings for the Sustainable Balanced option. From this limited information, From the limited information available, we found no Australian share investments in companies actively undermining the climate goals of the Paris Agreement. This option’s exclusion policy appears to prevent investment in the vast majority, if not all, of these companies.

Terms and methodologies explained


Known fossil fuel exclusions

Regarding the Sustainable Balanced option, UniSuper states: “We exclude companies that fall under the following GICS classifications: utilities, coal miners, energy, oil and gas explorers, diversified metals and miners. We then review the stocks on a case-by-case basis to determine exposure to fossil fuels (not all diversified metals and mining companies have fossil fuel exposure). We consider utilities for investment if they’re largely involved in renewable energy—provided they derive less than 30% of energy generation from natural gas only (excluding any coal generation).”


General fund information

Fund type: Industry

Assets under management: $71.8 billion

Members: 442,000

Date as at 31/12/2018
Reference: https://www.unisuper.com.au/

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