Latest performance results

The Australian Ethical Balanced (MySuper) option was ranked in the top three for its one-year performance in a year dominated by the COVID-19 crash.

It was among just 15 of the options in the SuperRatings SR50 Balanced Index to generate a positive return for members*, while also finishing second for Chant West rankings. Super is all about your future, and with our strong track record of long-term performance we believe this is a good indication that ethical investing is the way of the future. The Balanced (MySuper) option has delivered 6.47% p.a returns over 5 years and 7.31% p.a over 7 years. Past performance is not a reliable indicator of future performance+

I’m really proud of these results which I hope will put an end to the myth that ethical investing is only about doing the right thing, not generating financial returns.

David Macri
Chief Investment Officer, Australian Ethical Investment

* Source: SuperRatings Fund Crediting Rate Survey as at June 2020. Australian Ethical Super’s Balanced MySuper option was ranked no.3 in the SuperRatings Fund Crediting Rate Survey – SR50 MySuper Index over 1 year delivering a 2.42% return (5 year return is 6.47% p.a and 7 year return is 7.31%). SuperRatings does not issue, sell, guarantee or underwrite this product. Go to www.superratings.com.au for details of its ratings criteria. +Chant West Growth universe 61%-80% media release June 2020. 

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.# 

Award-winning investment team

Our in-house investment team has over 100 years combined experience and have proven that a strong ethical approach to investing does not detract from performance. Here are some of our recent accolades.

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2020 SuperRatings Infinity Award for best sustainable super fund++

2020 Financial Standard Investment Leadership Award: ESG - Australian Equities
2020 Financial Standard Investment Leadership Award: High Performance - Australian Equities

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

Our stellar Super performance

1. Our Australian Shares Option is the best performing Australian shares option over 5, 7 and 10 years as at 30 June 2020.

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 8.87%, 10.68% and 10.47% p.a respectively+

2. Australian Ethical Balanced option ranked no.3 over 1 year as at 30 June 2020.

Australian Ethical Balanced option was ranked no.3 in the SuperRatings Fund Crediting Rate Survey - SR50 Balanced (60-76) Index over 1 year as at 30 June 2020 delivering a 2.42% return (5 year return is 6.47% p.a and 7 year return is 7.32% p.a)+

3. Australian Ethical Growth option ranked no.12 over 3 years as at 30 June 2020.

Australian Ethical Growth option was ranked no.12 in the SuperRatings Fund Crediting Rate Survey - SR50 Growth (77-90) Index over 3 years as at 30 June 2020 delivering a 6.37% return (5 year return is 6.37% p.a and 7 year return is 7.71% p.a).+

For full details of the performance of all our super fund investment options over various time periods click here 

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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^. This rating reflects Lonsec’s degree of conviction in the funds' ability to generate risk adjusted returns in line with relevant objectives.

2. Our Australian Shares Fund has been in operation since 1994 and has returned 9.4% p.a. across this period, compared to its benchmark which has returned 6.7%p.a. (as at 31 May 2020).

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 31 May 2020. 

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

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How we invest

Australian Ethical has always gone beyond ESG (environmental, social and governance criteria) with our unique ethical investment process. Our Charter guides us to invest in companies that support the planet, people and animals, to ensure we don’t cause unnecessary harm.

We apply three methods to identify potential investments: 

Negative screening – we avoid investment in industries which have a negative impact on society and the environment. 

Positive screening – we proactively search for investments that contribute positively to society and the environment. 

Corporate engagement – we connect with companies for the purpose of raising issues of concern and advocating positive change to company practices.

#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 June 2020. Australian Ethical Super’s Balanced MySuper option was ranked no.3 in the SuperRatings Fund Crediting Rate Survey – SR50 MySuper Index over 1 year delivering a 2.42% return (5 year return is 6.47% p.a and 7 year return is 7.31%). SuperRatings performance fee is net of percentage based administration and investment fee and does not include the $97 member fee.

+ 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 April 2020. 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

++ SuperRatings does not issue, sell, guarantee or underwrite this product. Go to www.superratings.com.au for details of its ratings criteria.