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Portfolios

The portfolio of each investment strategy within Australian Ethical Superannuation closely mirrors the equivalent investment in the managed funds.

View the portfolio of each investment strategy, which outlines the asset allocation and holdings:

Individuals

  • Balanced Strategy portfolio
  • Equities Strategy portfolio
  • Large Companies Share Strategy portfolio
  • Income Strategy portfolio
  • World Strategy portfolio

Pre-retirees and retirees

  • Balanced Pension Strategy
  • Equities Pension Strategy
  • Income Pension Strategy
  • Large Companies Share Pension Strategy
  • World Pension Strategy
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Superannuation

More for

  • Individuals
  • Pre-retirees and retirees
  • Employers

Related performance

  • Returns performance
  • Unit prices
  • Portfolios
    • Balanced Strategy
    • Equities Strategy
    • Large Companies Share Strategy
    • Income Strategy
    • World Strategy
    • Balanced Pension Strategy
    • Equities Pension Strategy
    • Income Pension Strategy
    • Large Companies Share Pension Strategy
    • World Pension Strategy
  • Annual reports

Download superannuation product guide (PDS)

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Awards

Australian Ethical Investment Ltd. ABN 47 003 188 930
AFSL 229949

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