Our investment beliefs

The greatest threat to achieving our members’ long-term return objectives is taking insufficient risk, as taking on risk, within the Fund's risk appetite, is inseparable from maximising long-term returns. The strategic asset allocation is, therefore, the main driver of risk/return outcomes, which is enhanced through our expertise and flexibility to invest in the built environment and other diversifying investments that are not accessible to many investors. These strengths also enable us to effectively manage the associated risks of market falls and illiquidity.

Our hybrid model is an innovative approach that provides flexibility to selectively pair high calibre internal capabilities with trusted external partners across both active and passive strategies. Our aim is to continuously improve returns after fees - every little bit counts. The combined insights across these teams also supports our assessment of market cycles and allows us to implement dynamic asset allocation tilts to further enhance member returns.

Holding these illiquid investments across property, infrastructure, private equity as well as private debt, where through active management we expect to earn relatively higher returns over the long-term. Our size and internal expertise, including its wholly owned entity, Cbus Property¹, allows us to invest directly and work with trusted strategic partners to access these types of diverse opportunities.

Well-governed companies and assets that manage material² environmental, social and governance risks and opportunities in their operations and supply chains are typically more stable and are expected to enhance value for our members over the long term. Our approach aims to incorporate responsible investment across portfolios and asset classes so that our members benefit from effective management of material risks and opportunities over time.

A sound investment governance framework leads to better investment outcomes for members by maintaining appropriate controls, delegations, accountability and oversight of our internal investment teams and external partners. We foster a risk culture focused on supporting best practices in investment decision-making.