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
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).
#Source: SuperRatings Fund Crediting Rate Survey as at 31 March 2021:
- Australian Ethical Super’s Australian Shares option ranks no.1 over 1 year (55.17%), 5 years (13.34%), 7 years (13.25%) and 10 years (11.51%) according to the SuperRatings Fund Crediting Rate Survey – SR50 Australian Shares Index
- Australian Ethical Super’s Balanced option was ranked no.3 in the SuperRatings Fund Crediting Rate Survey – SR50 Balanced (60-76) Index over 3 years (9.14%). 5 year return is 8.59% p.a and 7 year return is 8.09% p.a.
Competitive returns
Our default Balanced (accumulation) investment option outperformed the investment objective for the ten year period to 31 March 2021. For reference, investment objective aims to achieve returns of 3.5% pa above inflation over the medium to longer terms.
*Past performance is not an indicator of future performance.
Award-winning Super
2020 Green Superannuation Fund of the Year
2020 SuperRatings Infinity Award for best sustainable super fund++
Best performing SR50 Australian shares option over 5 years 2015-2020++
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. See the website 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.
Fastest growing Super fund in Australia
Consumer demand for ethical investments continues to grow. KPMG found that Australian Ethical is the fastest growing super fund by members over the last 5 years to 2020.
Chart: 1 and 5 year member growth
#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. 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.
Source: SuperRatings Fund Crediting Rate Survey as at 31 December 2020:
- Australian Ethical Super’s Australian Shares option ranks no.1 over 5 years, 7 years and 10 years according to the SuperRatings Fund Crediting Rate Survey – Australian Shares Index delivering returns of 12.74% p.a, 13.86% p.a and 11.77% p.a respectively.
- Australian Ethical Super’s Balanced option was ranked no.2 in the SuperRatings Fund Crediting Rate Survey – SR50 Balanced (60-76) Index over 1 and 3 years delivering returns of 7.98% and 8.26% respectively (5 year return is 7.89% p.a and 7 year return is 8.05% p.a).
- Australian Ethical Growth option was ranked no.6 in the SuperRatings Fund Crediting Rate Survey – SR50 Growth (77-90) Index over 1 and 3 years delivering returns of 6.35% 8.04% respectively (5 year return is 8.21% p.a and 7 year return is 8.40% p.a).