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Portfolio Holdings Disclosure
Want to know the nuts and bolts of where your money is invested? Then look no further, we’ve got the ticket for you, below we’ve provided links to a wealth of knowledge on just that.
Super investments
Looking for detail on super investments, click on the buttons below to access our comprehensive data to peruse at your heart’s content ! Note that this data is updated twice a year at 31 December and 30 June and the current effective date is displayed on each document. You are able to view the content in both PDF and .csv formats.
Pension investments
Looking for detail on pension investments, click on the buttons below to access our comprehensive data to peruse at your heart’s content ! Note that this data is updated twice a year at 31 December and 30 June and the current effective date is displayed on each document. You are able to view the content in both PDF and .csv formats.
smartMonday has been a strong advocate for sustainable and socially positive investment practices through the application of Environmental, Social and Governance principles. smartMonday’s ethical investment capabilities have been enhanced since the acquisition by Future Group, with the investment team being able to leverage the extensive experience and skill set of Future Group’s Investment Team and Impact Team.
We instil ESG attributes in smartMonday portfolios mainly by seeking to work with investment managers whose own views are consistent with Future Group and the trustee of smartMonday. We have taken additional steps to reduce risk by screening our international equities portfolio to remove investment exposure to fossil fuel companies, controversial weapons producers, tobacco companies, nuclear energy and uranium mining companies and gambling companies.
The money in your super has an impact. What your super is funding matters. The total amount of money in Australia’s superannuation system is $4.1 trillion – that's $4,100,000,000,000, which is a lot by anyone’s standards! Where all that money is invested matters. It has the ability to shape our economy, society and environment while building your retirement savings.
That’s what impact investing is all about. Impact investments are investments made with the intention to generate positive, measurable social or environmental impact alongside a financial return.
In super, delivering positive financial outcomes for members is always the number one priority. Impact investing isn’t about leaving returns on the table, it’s about acknowledging that it’s possible to have a positive impact alongside generating returns.
