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Australian Ethical and Future Super default funds

Compare funds^ Australian Ethical Super Balanced (default option) Future Super ‘Balanced Impact’ (default option)
Positive screening Yes Yes
Negative screening Yes Yes
Integration of ESG Yes Yes
Impact investing Yes Yes
In-house ethics team Yes Yes
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 Yes
Investment performance over 5 years (as at 30 April 2021, Superratings)* 8.78% 7.28%
Performance objective CPI + 3.5% p.a. over medium to long term (after fees), minimum 5 years. CPI + 2.5% p.a. over rolling 10 year time periods.
Fees for a balance of $50,000 $622 $832.6
MySuper approved Yes No
Asset allocation 70% growth & 30% defensive 65% growth & 35% defensive
Risk level Medium to High High
Customer review from Product review 4 stars 5 stars
Does the super fund offer responsible / ethical options? All 7 Australian Ethical Super options are ethical All 3 Future Super options are ethical

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 31 March 2021#.

75% less carbon emissions & market-leading returns

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

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

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). 

Award-winning Super

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2020 Green Superannuation Fund of the Year

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2020 SuperRatings Infinity Award for best sustainable super fund++
Best performing SR50 Australian shares option over 5 years 2015-2020++

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2020 SuperRatings Gold for MyChoice Super and MySuper++

#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. 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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