Performance and Returns

Why ethical investing?

Avoid Dying Industries

Avoid Dying Industries

While other funds may be investing heavily in industries with an uncertain future (like coal), we’re making positive, competitive investments for the future.

Less Bad, More Good

Less Bad, More Good

Having unethical investments excluded from our ‘investable universe’ doesn’t lead to lower performance potential; it just means there is more money available to make positive, competitive investments.

Good Investments In The Future

Good Investments In The Future

We invest in competitive industries like clean energy, medical solutions, innovative technology, sustainable products, healthcare, energy efficiency and more.

Returns – Pensions

Returns as at 30 April 2018 1 month 3 month 6 month 1 year p.a. 3 year p.a. 5 year p.a. 10 year p.a. Since inception p.a.
Defensive 0.1% 0.2% 0.6% 1.4% 1.3% 1.6% 3.0% 3.9%
Conservative 0.2% 0.4% 1.7% 3.7% 2.8% 3.7% n/a 3.9%
Balanced 0.8% 0.1% 2.4% 6.6% 5.2% 7.8% 4.9% 6.5%
Growth 1.6% (0.0%) 3.3% 9.7% 5.4% 9.7% 5.0% 7.3%
Australian Shares 0.2% (1.1%) 1.3% 8.4% 8.4% 13.7% 10.1% 10.4%
International Shares 2.1% 0.2% 3.8% 12.0% 6.8% 13.0% 1.8% 0.6%

Return of capital and the performance of your investment in the fund are not guaranteed. Past performance is not a reliable indicator of future performance.

Figures showing a period of less than one year have not been adjusted to show an annual total return. Figures for periods of greater than one year are on a per annum compound basis.


Calculating Returns – Pensions

Total returns are calculated:

  • Using the exit price.
  • Net of administration and investment management fees, taxes and other costs.
  • The standard calculations are based on a member with an account balance of $50,000, which will not be relevant to all members.
  • The standard calculations do not allow, for example, for the effect of contributions to your account, insurance fees or various other matters.
  • Performance figures relating to unit prices between 1 July 2011 and 31 December 2016 have been restated following the remediation of a unit pricing error.

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Australian Ethical has a strong history of almost 30 years.

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