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To provide members with returns only moderately above inflation1 over a medium time horizon with low to medium levels of investment risk.
The Fund aims to achieve returns 1.25% 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

4 years

Risk level

Low to medium

Investors that the Fund may suit

Members closer to, or in retirement, who need to protect their retirement savings and keep up with inflation or members who want a low volatility option.

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.

Bank Australia
Bank Australia champions sustainability in its banking practices and upholds a strong commitment to social responsibility.
University of Melbourne Green Bond
The University of Melbourne's Green Bond initiative signifies a pioneering venture in sustainable finance within higher education.
Triodos Microfinance Fund
The Triodos Microfinance Fund provides debt and equity investments to financial institutions to empower people and small businesses internationally.

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