Performance and Returns

Why can ethical super perform better?

Mining

Avoid Dying Industries

While other super funds may be investing heavily in industries with an uncertain future (like coal), we’re making positive, profitable investments for the future.

scales

Less Bad, More Good

Having unethical investments excluded from our ‘investable universe’ doesn’t lead to lower performance potential; it just means there is more money available to make positive, profitable investments.

Solar Panel

Good Investments In The Future

We invest in profitable industries like clean energy, medical solutions, innovative technology, sustainable products, healthcare, energy efficiency and more.

Returns – Super

Or view the returns for pension here

Returns as at 31 December 2017 1 month 3 month 6 month 1 year p.a. 3 year p.a. 5 year p.a. 10 year p.a. Since inception p.a.
Defensive 0.1% 0.3% 0.7% 1.4% 1.1% 1.5% 2.6% 3.2%
Conservative (0.1%) 2.2% 1.4% 4.7% 3.3% 3.8% n/a 4.0%
Balanced 0.2% 4.9% 4.4% 9.0% 7.0% 8.8% 4.0% 6.2%
Growth 0.3% 6.1% 5.0% 10.7% 7.4% 10.3% 2.9% 7.6%
Australian Shares 1.4% 5.0% 7.6% 11.4% 12.9% 14.2% 7.7% 10.1%
International Shares (1.1%) 6.2% 4.6% 10.5% 8.3% 15.3% 1.6% 1.5%
Advocacy 0.6% 7.5% 5.7% 12.5% 8.1% 11.5% n/a 9.2%

Return of capital and the performance of your investment in the fund are not guaranteed. Past performance is not a reliable indicator of future performance.

Figures showing a period of less than one year have not been adjusted to show an annual total return. Figures for periods of greater than one year are on a per annum compound basis.


Calculating returns for superannuation

Total returns are calculated:


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Capital is a powerful force for change and choosing a super fund that invests in companies that benefit the planet and people is a powerful way to influence the world.

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