Socially Responsible Option

Suitable for members seeking returns above inflation over a long- term period of at least five to 10 years. Investments are made within a sustained and responsible framework by considering environment, social and ethical impacts, with the aim to generate moderate to high returns with medium levels of volatility.

Option summary

Strategic asset allocation

Investment performance

Account availability/ Commencement	Super accounts only / 1 December 2007
Investment objective	Super accounts: Achieve returns net of fees and tax which are higher than the return from the performance benchmark of the option’s underlying funds over a rolling five year period
Likelihood of a negative annual return	Less than five in every 20 years
Standard Risk Measure

This option is fully invested in the AMP Capital Investors Responsible Investment Leaders Balanced Fund. The following links provide access to documents with more information regarding this investment fund’s:

Approach to climate change
Position on climate change, and
Frequently asked questions about the AMP Capital Investors Responsible Investment Leaders Balanced Fund

	Asset Allocation	Investment Range
Australian Equities	25.0%	15 - 40%
International Equities	30.0%	15 - 40%
Emerging Markets	3.0%	0 - 8%
Global Listed Property	4.0%	0 - 10%
Direct Property	5.0%	0 - 10%
Infrastructure	4.0%	0 - 7%
Alternative Assets Growth	2.0%	0 - 6%
Australian Bonds	13.0%	0 - 20%
International Bonds & Credit	12.0%	0 - 25%
Cash	2.0%	0 - 20%
Currency exposure	20%	10 - 30%