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 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

This option is fully invested in the AMP Capital Ethical 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
Client Q&A – AMP Capital Ethical Leaders Fund Range
Charter of Operation
Investment Holdings
Position on Alcohol
Position on Gambling
Position on Nuclear
Position on Tobacco
Position on Live Animal Exports

	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%