UniSuper Sustainable Balanced

Australian share investments

UniSuper discloses all shareholdings for the Sustainable Balanced option. None of this option’s Australian share investments is in companies actively undermining the climate goals of the Paris Agreement.

Terms and methodologies explained

Known fossil fuel exclusions

Regarding the Sustainable Balanced option, UniSuper states: “We exclude companies classified as: 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. For example, 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). This allows for energy security/back-up generation capabilities. Classifications are based on the Global Industry Classification Standard (GICS).”

General fund information

Fund type: Industry

Assets under management: $102.6 billion

Members: 498,000

Date as at 31/12/2021
Reference: https://www.unisuper.com.au/

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