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Balanced (accumulation)

Balanced (accumulation)



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 inflation after investment fees and taxes over a 10 year period.

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 of at least 5 years.

Asset allocation

Performance & unit prices

Sustainable Revenue

To give an indication of the impact of some of the listed companies this option invests in, below is the estimated annual revenue earned by those companies that can be attributed to products and services that contribute to sustainable impact solutions.

The impact revenue is calculated per $1M invested in shares and based on shareholdings at 30 June 2022.

These sustainable impact solutions contribute to Sustainable Development Goals (SDGs) set by the UN. We use these goals as a blueprint on how to achieve a better and more sustainable future.

This information is of a general nature and is not intended to provide you with financial advice or take into account your personal objectives, financial situation or needs. This 'impact data' is not the only basis upon which you should make an investment decision and this information should not be taken as a recommendation to buy, sell or hold a particular financial product.

Although the AE Option(s) shares may represent higher sustainable impact revenue, there are other factors that you should consider such as fees, risk, investment timeframe and objectives. Please note that past performance is not a reliable indicator of future performance. Before acting on the information, consider its appropriateness to your circumstances and read the product disclosure statement (PDS) available on our website. You may wish to seek financial advice from an authorised financial adviser before making an investment decision.

This information is only shown for those listed shares this option is invested in where we have the necessary 'sustainable impact revenue data'. We have compared that data against shares in a general share market benchmark which also have relevant 'sustainable impact revenue data' ("Benchmark shares").

For the information on this page we have used data and analysis tools accessed 14 and 19 July 2021 provided by MSCI ESG Research LLC and 2° Investing Initiative. Neither of these external parties is responsible for the way we have used their data and tools to calculate this information. We present the comparisons only for investment in listed shares in those companies for which the external parties provide the relevant data. MSCI ESG Research (a) retains copyright in all its data; (b) does not warrant or guarantee the originality, accuracy and/or completeness of their data; (c) makes no express or implied warranties of any kind, and disclaims all warranties of merchantability and fitness for a particular purpose; (d) has no liability for any errors or omissions in connection with their data or for our reporting and use of their data; and (e) without limiting any of the foregoing, has no liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages.

Case studies

We know it can be difficult to imagine the real world impact that your Super fund. Click on the boxes below to learn more about some of the companies the we're invested in.

Xylem is a leading water technology company aiming to solve global water challenges such as waste, scarcity, use efficiency and affordability.
The Dexus Healthcare Property Fund
The Dexus Healthcare Property Fund is the first Australian property fund to have environmental sustainability as its focus.
Mercury Energy
Mercury Energy is a renewable energy generator and retailer of electricity based in New Zealand Aotearoa.

More information

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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.