Super investment performance
Compare the returns of our ethical Super options. All options are ethically screened to find investments that contribute to a better future for people, planet and animals.
| Super option | Risk | Suggested investment timeframe (yr) | Inception date | Since inception | 20y | 15y | 10y | 5y | 3y | 1y | FYTD | 3m | 1m |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Medium to high risk • 8 years
Inception: 31 Dec 1998
|
|
8 | 31 Dec 1998 | 6.4% | 5.5% | 6.9% | 6.8% | 7.3% | 8.8% | 10.5% | 10.5% | 4.6% | 1.3% |
|
High risk • 9 years
Inception: 31 Dec 1998
|
|
9 | 31 Dec 1998 | 7.6% | 5.8% | 7.5% | 7.5% | 8.7% | 10.1% | 11.5% | 11.5% | 5.4% | 1.4% |
|
High risk • 10 years
Inception: 21 May 2010
|
|
10 | 21 May 2010 | 8.9% | - | 9.1% | 8.4% | 10.6% | 11.8% | 12.8% | 12.8% | 5.9% | 1.5% |
|
Very high risk • 7 years
Inception: 31 Dec 1998
|
|
7 | 31 Dec 1998 | 9.7% | 9.3% | 10.3% | 9.4% | 10.0% | 11.0% | 10.7% | 10.7% | 6.3% | 0.7% |
|
High risk • 7 years
Inception: 06 Jul 2007
|
|
7 | 06 Jul 2007 | 5.3% | - | 8.9% | 9.7% | 12.9% | 16.5% | 16.0% | 16.0% | 5.1% | 2.3% |
|
Low to medium risk • 4 years
Inception: 28 May 2010
|
|
4 | 28 May 2010 | 3.5% | - | 3.5% | 3.1% | 2.1% | 4.6% | 6.2% | 6.2% | 2.7% | 1.0% |
|
Very low risk • 1 years
Inception: 31 Dec 1998
|
|
1 | 31 Dec 1998 | 2.8% | 2.4% | 1.9% | 1.4% | 1.9% | 3.4% | 3.9% | 3.9% | 0.8% | 0.2% |
| Balanced (accumulation) | $5.2474 | $5.2448 | $5.2422 | 10 Jul 2025 | Download |
| Growth | $7.0342 | $7.0236 | $7.0131 | 10 Jul 2025 | Download |
| High Growth | $3.6567 | $3.6549 | $3.6531 | 10 Jul 2025 | Download |
| Australian Shares | $11.6415 | $11.6241 | $11.6066 | 10 Jul 2025 | Download |
| International Shares | $2.5525 | $2.5512 | $2.5499 | 10 Jul 2025 | Download |
| Conservative | $1.7056 | $1.7048 | $1.7039 | 10 Jul 2025 | Download |
| Defensive | $2.0957 | $2.0957 | $2.0957 | 10 Jul 2025 | Download |
When you invest in an Australian Ethical Super investment option, your money buys a number of units. The unit price is the dollar value of each unit in the investment option on the specified date. Unit prices are calculated by dividing the net value of the investment option’s assets by the number of units issued. Unit prices go up and down each day based on movements in the market value and as the unit prices change, so does the value of your investment. This means your super balance will be different each day.
Past performance is not a reliable indicator of future performance. Learn more here.
Members can switch between our investment options at any time. You can do this by logging in to your member portal and navigating to Investments in the menu.
- Login then go to ‘Investments’
- Find ‘Change investments’
Generally, investment switches processed on a Business Day will be processed using the next Business Day’s unit price.
- Check our investment fees before you make any changes as the investment options have different fee amounts
- Consider if you're comfortable with the amount of risk associated with your investment options.
It takes up to two business days to calculate the unit price. During these two days, we calculate the value of all the assets we invest in and the number of units on issue, which is affected by contributions and withdrawals.
We need these valuations to accurately calculate the unit price for any of our investment options.
To find out more about how unit prices are calculated and used, please see our legal disclaimer.
Explore ethical Super options (or mix your own)
Tap on the dotted lines for explanations of financial or ethical investment terms
Suitable for members who:
- want a low risk of capital loss and low volatility with a short investment timeframe
- Risk
-
Very low
- Min. investment timeframe
-
1year
- Strategic asset allocation
-
100% defensive
Suitable for members who:
- are closer to, or in retirement who need to protect their retirement savings and keep up with inflation
- want a low volatility option
- Risk
-
Low to medium
- Min. investment timeframe
-
4years
- Strategic asset allocation
-
32.5% growth67.5% defensive
Suitable for members who:
-
are comfortable with a medium to high level of risk that have an investment timeframe horizon of at least 8 year
- Risk
-
Medium to high
- Min. investment timeframe
-
8years
- Strategic asset allocation
-
72.5% growth27.5% defensive
Suitable for members who:
- have a longer timeframe to accumulate retirement savings
- are comfortable with short-term market fluctuations
- Risk
-
High
- Min. investment timeframe
-
9years
- Strategic asset allocation
-
85% growth15% defensive
Suitable for members who:
- seek capital growth through growth assets such as Australian and international shares, unlisted property and alternative assets
- longer timeframe and higher risk tolerance
- Risk
-
High
- Min. investment timeframe
-
10years
- Strategic asset allocation
-
95% growth5% defensive
Suitable for members who:
- seek exposure to international companies who are comfortable with short term volatility
- longer timeframe and higher risk tolerance
- Risk
-
High
- Min. investment timeframe
-
7years
- Strategic asset allocation
-
95% growth5% defensive
Suitable for members who:
- seek capital growth through long-term investments
- have a higher tolerance for risk
- Risk
-
Very high
- Min. investment timeframe
-
7years
- Strategic asset allocation
-
95% growth5% defensive
Get the most out of your super
Super Review Super Fund of the Year Awards 2025 – Sustainable Fund of the Year
Rainmaker AAA Quality Rating 2021-2025
Finder Green Superannuation Fund of the Year 2020-2023
Finder Green Superannuation Fund of the Year 2020-2023
ProductReview.com.au Best Retail Super Fund
Super Review Super Fund of the Year Awards 2025 – Sustainable Fund of the Year
The performance data is updated on a monthly basis.
Annualised investment returns in % are calculated:
- Using the exit price
- Net of administration and investment management fees, taxes and other costs (which means these have been deducted)
- 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
- Performance figures relating to unit prices between 1 July 2011 and 31 December 2016 have been restated following the remediation of a unit pricing error
- 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.
Investment returns in $ are calculated:
- On a monthly basis
- Using the exit price
- Net of %-based administration and investment management fees and taxes (which means these have been deducted)
- Gross of $-based member fee (which means these have not been deducted)
- The standard calculations do not allow, for example, for the effect of contributions to your account, insurance fees or various other matters
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.
When we use the term “healthy” we are referring to the fact that our ethical approach applies to every investment we make and where the product or option has delivered after fee returns in the top 2 quartiles amongst its peer group over the relevant investment period.
When we use the term “strong” we are referring to the fact that our ethical approach applies to every investment we make and where the product or option has delivered after fee returns in the top quartile amongst its investment peer group over the relevant investment period.