At Australian Ethical...
We're quietly satisfied with how our Superannuation is going in terms of growth and performance. We know we can improve and we're always looking at how we can give our members the best experience possible.
Last year we were able to improve our insurance offering both in terms of cost, and terms and conditions. We'll continue to look at our fees which have steadily reduced in previous years.
Performance
A year of volatile investment markets has truly tested the convictions of the Australian Ethical Charter. However superannuation investing is about long-term returns and, for us, impact, and we remain focused on disciplined fundamental investment principles to create a more sustainable future for people, planet and animals.
Fees
The Trustee reviews fees regularly and implements reductions where possible and fees have reduced steadily in previous years due to the increase in member accounts and total funds under management. The strategy is to continue to grow the Fund’s membership and FUM.
Insurance
The insurances offered by the Fund are competitive and are unlikely to inappropriately erode the retirement outcomes of members who take up insurance. The offering was reviewed and updated in October 2020, improving on the premiums, and terms and conditions previously provided.