A sustainable fund

CareSuper recognises the importance of investing responsibly

At CareSuper, we believe environmental, social and governance (ESG) issues impact investment performance over the short- and long-term. Our view is that companies that show they can appropriately manage all risks – including ESG risks – are more likely to deliver strong, long-term, risk-adjusted returns for members. These principles form the basis of CareSuper’s approach to sustainable and responsible investment.

How has CareSuper applied these principles in practice?

A strong Responsible Investing Policy

CareSuper’s Responsible Investing Policy sets out the Fund’s approach to responsible investing, including how ESG factors are integrated into its investment decision making processes. The policy is reviewed and approved each year, or as required, by the CareSuper Investment Review Committee.

Working with investment managers

CareSuper requires its investment managers to take ESG factors into account when making decisions across all investment options offered by the Fund. Many of the Fund’s investments have strong ESG characteristics, and have been chosen for their potential to generate long-term, risk adjusted returns. CareSuper also excludes listed tobacco manufacturers from all separate listed share portfolios and most other investments.

Offering a Sustainable Balanced option

CareSuper’s approach to responsible investing applies to all twelve of our Managed and Asset Class investment options. Members who seek an investment option with a more prominent focus on ESG factors can choose to invest in the Sustainable Balanced option.

Building relationships with key ESG partners

To support engagement and affirm our commitment to responsible investing, CareSuper supports and participates in dialogue with several ESG-focused organisations, including:

  • The Australian Council of Superannuation Investors (ACSI), which engages with listed companies on ESG issues on behalf of super funds. CareSuper is a founding member of ACSI.
  • The Principles for Responsible Investment (PRI), a collaborative initiative supported by the United Nations, which CareSuper became a signatory to in 2006. The PRI provides an overarching framework to guide investors like CareSuper to further improve their ESG policies and practices.

Other initiatives we’re part of include the CDP (formerly known as Carbon Disclosure Project) and the Global Investor Statement on Climate Change.

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You can download the Annual Report in PDF format here.

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