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.

arrow

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

Returns as at 30 November 2016 1 month 3 month 6 month 1 year 3 year 5 year 10 year Since inception
Defensive 0.1% 0.3% 1.0% 1.3% 1.5% 2.1% 3.0% 3.4%
Conservative (0.9%) (2.0%) (0.2%) 2.6% 3.6% 4.1% n/a 4.0%
Balanced* (0.4%) (2.1%) 0.0% 2.6% 6.8% 8.2% 3.5% 6.0%
Growth (0.1%) (2.6%) (1.3%) 1.7% 6.8% 9.5% 2.3% 7.2%
Smaller Companies (2.7%) (3.7%) 3.4% 4.90% 12.9% 14.5% 8.1% 9.8%
International Shares 2.6% 1.6% 1.3% (0.1%) 7.5% 12.7% n/a 0.2%
Advocacy (0.9%) (4.9%) (2.3%) 2.2% 8.1% 11.2% n/a 8.2%

* This is the ‘MySuper’ option. Past performance is not an indicator of future performance.

Calculating Returns – Super

Total returns are calculated:

  • Using the exit price.
  • Net of administration and investment management fees, taxes and other costs.
  • The standard calculations are based on a member with an account balance of $50,000, which will not be relevant to all members.
  • The standard calculations do not allow, for example, for the effect of contributions to your account, insurance fees or various other matters.

“Ethical investments are winning… over every timeframe”

– The Australian, June 2015

Joining is quick and easy!

We can find your other super for you

Join over 25,000 Australians choosing to invest ethically with us

Quick, Easy, Simple

Super Pre-Form


General information only
This information is general information only and does not take account of your individual investment objectives, financial situation or needs. Before acting on it, consider seeking independent financial advice.