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VicSuper (Delisted)

PRI reporting framework 2020

You are in Organisational Overview » Basic information

Basic information

OO 01. Signatory category and services

01.1. Select the type that best describes your organisation or the services you provide.

01.3. Additional information. [Optional]

VicSuper is a Victorian based profit-to-member superannuation fund which is open for anyone in Australia to join. As at 31 December 2019, VicSuper manages and invests over $25 billion in retirement savings, on behalf of approximately 248,000 members and over 25,000 participating employers. Our head office is located in Melbourne (Australia) and we have an active presence in regional Victoria with advice centres in Blackburn, Bendigo, Geelong and Traralgon.

VicSuper has demonstrated a long standing commitment to the integration of environmental, social and governance considerations into our operational and investment decision making processes. Our approach to responsible investment is based on four pillars – environment, social and governance (ESG) integration, active ownership, member choice and investing in sustainable outcomes.


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

Australia

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

301 FTE

02.4. Additional information. [Optional]


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]

Not applicable


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2019

04.2. Indicate your total AUM at the end of your reporting year.

Include the AUM of subsidiaries, but exclude advisory/execution only assets, and exclude the assets of your PRI signatory subsidiaries that you have chosen not to report on in OO 03.2
Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.5. Additional information. [Optional]


OO 06. How would you like to disclose your asset class mix

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 0 0 10-50% 48.6
Fixed income 0 0 10-50% 17
Private equity 0 0 <10% 3.5
Property 0 0 <10% 4.7
Infrastructure 0 0 <10% 6.9
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Fund of hedge funds 0 0 0 0
Forestry 0 0 <10% 1.3
Farmland 0 0 <10% 1.6
Inclusive finance 0 0 0 0
Cash 0 0 <10% 9.3
Money market instruments 0 0 0 0
Other (1), specify 0 0 <10% 7.1
Other (2), specify 0 0 0 0

`Other (1)` specified

          
        

06.2. Publish asset class mix as per attached image [Optional].

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

06.6. Provide contextual information on your AUM asset class split. [Optional]


OO 07. Fixed income AUM breakdown

07.1. Provide to the nearest 5% the percentage breakdown of your Fixed Income AUM at the end of your reporting year, using the following categories.

Externally managed
76.41 SSA
8.98 Corporate (financial)
12.38 Corporate (non-financial)
2.24 Securitised
Total 100.01%

OO 08. Segregated mandates or pooled funds

New selection options have been added to this indicator. Please review your prefilled responses carefully.
Provide a breakdown of your organisation’s externally managed assets between segregated mandates and pooled funds or investments.
Asset class breakdown
Segregated mandate(s)
Pooled fund(s) or pooled investment(s)

Total of the asset class

(each row adds up to 100%)

[a] Listed equity
100%
[b] Fixed income - SSA
100%
[c] Fixed income – Corporate (financial)
100%
[d] Fixed income – Corporate (non-financial)
100%
[e] Fixed income – Securitised
100%
[f] Private equity
100%
[g] Property
100%
[h] Infrastructure
100%
[k] Forestry
100%
[l] Farmland
100%
[n] Cash
100%
[p] Other (1), specify
100%

08.2. Additional information. [Optional]

Other (1) Alternatives


OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

84.06 Developed Markets
15.23 Emerging Markets
0.05 Frontier Markets
0.67 Other Markets
Total 100% 100.01%

09.2. Additional information. [Optional]


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