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End of Financial Year (EOFY) cut-off dates and information about making contributions to your superannuation can be found here.

Balanced (accumulation)

Balanced (accumulation)

Overview

Objective

 

To provide a diversified portfolio that has an appropriate balance between income and capital growth investments with medium to high levels of risk.

The Fund aims to achieve returns 3.25% above inflation1 after investment fees and taxes over a 10 year period.

1 The measure of inflation is the Consumer Price Index (Trimmed mean) released by the Australian Bureau of Statistics on a quarterly basis.

 

Minimum investment timeframe

8 years

Risk level

Medium to high

Investors that the Fund may suit

Members comfortable with a medium to high level of risk that have an investment timeframe horizon of at least 8 years



Asset allocation

Performance & unit prices

Case studies

We know it can be difficult to imagine the real world impact that your super has. Explore the case studies below to learn more about some of the companies we're invested in.

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Pilbara Minerals
Pilbara Minerals is a producer of lithium, a resource in increasing demand as the world pursues a sustainable energy future.
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Circularity European Growth Fund
The CEGF actively champions the principles of the circular economy and demonstrates continued environmental responsibility.
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ACL Healthcare
ACL Healthcare has a commitment to patient well-being and sustainability, aligning with both ethical principles and long-term financial viability.

More information

Invest with heart

Invest now

Australian Ethical acknowledges the Traditional Owners of the country on which we work, the Gadigal people of the Eora Nation, and recognise and celebrate their continuing connection to land, waters and culture. We pay our respects to Elders past and present and thank them for protecting Country since time immemorial.

See our Reconciliation Action Plan