About the investment strategies
Management of investment strategies and the selection of managed investments
We have formulated a range of investment strategies and selected product issuers and managed investments appropriate to those strategies. In selecting managed investments we consider a number of factors.
Social and ethical considerations
We do not take into account labour standards or environmental, social or ethical considerations in the selection, retention or realisation of managed investments. In some circumstances we may consider these issues, but no specific methodology is applied.
Product issuers of the individual managed investments may have their own policies on the extent, if any, to which these considerations are taken into account when making investment decisions. Any such policy will be referred to in the PDS for the managed investment.
Addition and removal of investment strategies and options
Our investment menu is likely to vary over time where we believe it is in the best interests of members to do so.
Where possible, to allow you and your adviser time to adjust to variations to the investment menu, we will give advance notice of such a variation affecting your investment and the choice of retaining or disposing of that investment.
However, advance notice and the choice to retain or dispose of the investment may not be possible in all circumstances. Accordingly, we reserve the right to change the investment menu with immediate effect, without notice. Your adviser will assist you in determining what you should do in these circumstances.
In adding investments to, or removing investments from the investment menu, we have not taken into account your personal financial situation, needs or objectives.
Part A of the Avenue Retirement Service PDS