Compare Us - Australian Ethical

Australian Ethical and Australian Super default fund

Compare plans^	Australian Ethical Super Balanced (default option)	Australian Super ‘Balanced’ option (default option)
Positive screening	Yes	No
Negative screening	Yes	Yes
Integration of ESG	Yes	Yes
Impact investing	Yes	Not readily available
Transparency: an important part of investing ethically is knowing where your money is invested.	Full disclosure, limited exclusions	Yes
Certified by the Responsible Investment Association Australasia body?	Yes	No
Investment performance over 5 years (as at 30 April 2021, Superratings)*	8.78%	9.93%
Performance objective	CPI + 3.5% p.a. over medium to long term (after fees), minimum 5 years.	CPI + 3.84% over medium to long term
Fees for a balance of $50,000	$622	$387
MySuper approved	Yes	Yes
Customer review from Product review	4 stars	1.5 stars
Does the super fund offer responsible / ethical options?	All 7 Australian Ethical Super options are ethical	Australian Super offers 1 ‘Socially Aware’ option.

All information is accurate as at 2 June 2021.

This information is general information only and does not take account of your individual investment objectives, financial situation or needs. Before acting on it, consider seeking independent financial advice. Past performance is not an indicator of future performance.

Information from other providers is based on what’s publicly available on the internet. Things do change and while we endeavour to provide the most up to date information from other providers for comparison purpose we cannot guarantee 100% accuracy. If you would like to know more we recommend you to seek information from the different providers’ websites.

^ For comparison purposes, we’ve selected the default balanced option of each fund. Please note that every fund has a different investment approach, strategies and risk level. We encourage you to do your own comparison and review the relevant Product Disclosure Statement.

* Past performance is not a reliable indicator of future performance

Why Australian Ethical

Australian Ethical Super offers 7 investment options and we've had some great results for 30 June 2021^#.

75% less carbon emissions & market-leading returns

At Australian Ethical our portfolios produces 75% less carbon emissions^* than the benchmark along with providing market-leading returns^#

Promote human rights

We don’t invest in any companies involved in poor treatment of asylum seekers, or companies that exploit workers with poor working conditions.

Market-leading returns

Australian Shares option ranks 1st over 1 year, 5, 7 and 10 years & Balanced option ranks 3rd over 3 years^#.

^*Carbon intensity (tonnes CO2e per $ revenue) of Australian Ethical share investments (as at 31 Dec 2019) compared to
blended benchmark of S&P ASX 200 Index (for Australian and NZ shareholdings) and MSCI World ex Australia Index (for international shareholdings).

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. For details on the risks and fees of investing in Australian Ethical Super, please refer to the Super Product Disclosure Statement.

Australian Ethical offers a diverse range of super investment options depending on your investment objective, timeframe and risk profile. You can see the options and their respective performance here.

⁺⁺SuperRatings does not issue, sell, guarantee or underwrite this product. See the website for details of its ratings criteria. SuperRatings performance figure is net of percentage based administration and investment fees.

⁺⁺SuperRatings does not issue, sell, guarantee or underwrite this product. Go to www.superratings.com.au for details of its ratings criteria. SuperRatings performance figure is net of percentage based administration and investment fees. It does not include the $97 annual fee.

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