pri assessment results
| MODULE | OUR SCORE | MEDIAN | STAR SCORE | COMMENTS |
|---|---|---|---|---|
| Investment & Stewardship Policy | 90 | 60 | 4 star | Above median |
| Direct – Listed Equity Active Quant incorporation <10% of FUM | 95 | 65 | 5 star | Above median Incorporation means ESG integration Relates to SRI Overlay |
| Direct – Listed Equity Active Quant voting | 89 | 61 | 4 star | Above median Relates to voting Relates to SRI Overlay |
| Direct – Listed Equity Active Fundamental voting |
89 | 54 | 4 star | Above median Relates to our voting |
| Direct – Listed Equity Passive – voting*< 10% | 76 | 57 | 3 star | Above median We don’t vote passive mandates E.g. Wellington, Challenger, Delaware |
| Direct - Real estate < 10% | 98 | 69 | 5 star | Above median |
| Indirect – Listed Equity – Passive < 10% of FUM | 94 | 57 | 5 star | Above median Indirect means we employ fund managers e.g. Challenger |
| Indirect – Listed Equity – Active | 90 | 67 | 5 star | Above median |
| Indirect – Fixed Income - Active | 90 | 43 | 4 star | Above median |
| Indirect – Private Equity < 10% | 97 | 63 | 5 star | Above median |
| Indirect – Real Estate < 10% | 90 | 71 | 5 star | Above median Listed property trusts |
| Indirect – Infrastructure < 10% | 97 | 77 | 5 star | Above median |
| Indirect – Hedge funds < 10% | 83 | 34 | 4 star | Above median |
Active Super
Awards and Ratings
We acknowledge the traditional owners and custodians of the land throughout Australia and pay respect to their Elders past, present and emerging.
Any advice on this website is general only and has been issued by LGSS Pty Limited (ABN 68 078 003 497) (AFSL 383558), as Trustee for Local Government Super (ABN 28 901 371 321)(‘Active Super’). The advice does not take into account your personal objectives, financial situation or needs. Before making a decision about the product, you should consider the appropriateness of the product having regard to these matters and the relevant PDS and TMD available at www.activesuper.com.au or by calling us on 1300 547 873. If you would like advice that takes into account your personal circumstances, please contact a financial adviser.
Active Super has engaged Industry Fund Services Limited (ABN 54 007 016 195) (AFSL No 232514) (IFS) to facilitate the provision of financial advice to members of Active Super. Advice is provided by one of IFS’ financial planners who are Authorised Representatives of IFS. Fees may apply. Further information about the advice services that can be provided is set out in the relevant Financial Services Guide, a copy of which is available for download at www.activesuper.com.au or by calling 1300 547 873. IFS is responsible for any advice given to you by its Authorised Representatives.
Active Super has engaged Industry Fund Services Limited (ABN 54 007 016 195) (AFSL No 232514) (IFS) to facilitate the provision of financial advice to members of Active Super. Advice is provided by one of IFS’ financial planners who are Authorised Representatives of IFS. Fees may apply. Further information about the advice services that can be provided is set out in the relevant Financial Services Guide, a copy of which is available for download at www.activesuper.com.au or by calling 1300 547 873. IFS is responsible for any advice given to you by its Authorised Representatives.
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