Socially Responsible Option (under review)

Following a review, the investments supporting the Socially Responsible investment option have been redeemed from the AMP Capital Ethical Leaders Balanced Fund. Interim arrangements are now in place while suitable alternative arrangements are identified to support the long-term goals of this option.

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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 and at least equal to CPI + 3.5% over a rolling five year period
Likelihood of a negative annual return	Less than five in every 20 years
Standard Risk Measure

	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%