It's a myth that you're trading off performance to invest in line with your values. We're living proof.

Our stellar Super performance

1. We have the best performing Growth Option over the year ending 30 September 2019.

Australian Ethical Super Growth option was ranked 1st in the SuperRatings Fund Crediting Rate Survey - SR50 Growth (77-90) Index over 12 months as at 30 September 2019 delivering a 10.0% return (5 yr return is 8.66% p.a)+

2. Our Australian Shares Option is the best performing Australian shares option over 5, 7 and 10 years as at 30 September 2019.

Australian Ethical Super’s Australian Shares option ranks no.1 over 5, 7 and 10 years according to the SuperRatings SR50 Australian Shares Index delivering returns of 12.07%, 13.36% and 10.34% respectively+

3. Australian Ethical Balanced (MySuper) option ranked no.2 this year as at 30 September 2019.

Australian Ethical Balanced (MySuper) option was ranked no.2 in the SuperRatings Fund Crediting Rate Survey - SR50 MySuper Index over 12 months as at 30 September 2019 delivering a 10.41% return (5 yr return is 8.09% p.a)+

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Our Managed Funds muscle

1. Our Australian Shares Fund (wholesale) and Australian Ethical Emerging Companies Fund (wholesale) are both rated by Lonsec^.

2. Our Australian Shares Fund has been in operation since 1994 and has returned 10.2% p.a. across this period, compared to its benchmark which has returned 7.5%p.a. (as at 30 September 2019).

3. Our talented and experienced investment team have over 100 combined years of industry experience.

4. Six of our eight wholesale managed funds outperformed their respective benchmarks since inception, for the period ending 30 September 2019. 

5. 2019 Money Management Fund Manager of the Year: Responsible Investments (Australian Shares Fund – Wholesale).

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How do we choose our investments

Our in-house Ethical Research team monitors companies for their ethical behaviours and environmental and social impacts. We won’t consider a company for its investment potential before it passes through our rigorous ethical assessment process. Once it does pass that hurdle, our investment team has more than 100 years of combined investment experience to manage investments on behalf of our clients.

+ Past performance is not a reliable indicator of future performance. Ratings or investment returns are only one factor you should consider when deciding how to invest your super. Remember, superannuation is generally a long-term investment. Full details of the performance of all our super fund investment options over various time periods can be found here. For details on the risks and fees of investing in Australian Ethical Super, please refer to the Super Product Disclosure Statement. Source: SuperRatings Fund Crediting Rate Survey as at September 2019. SuperRatings does not issue, sell, guarantee or underwrite this product. Go to www.superratings.com.au for details of its ratings criteria.

^ The Lonsec Rating (assigned for Australian Shares Fund July 2019 and for Emerging Companies Fund January 2019) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Australian Ethical Investment product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria.
For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.lonsecresearch.com.au/research-solutions/our-ratings