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Investment impact

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Your new-look super and pension statements

This year, for the first time, we're excited to give you an indication of the impact of some of the companies you have exposure to through Australian Ethical.

On this page you'll find links to all of our investment option pages that now have relevant impact data, details for the UN's Sustainable Development Goals (SDGs) that are referenced in your statement and more information on how the impact is being calculated.

Sustainable Development Goals

 

The 17 global Sustainable Development Goal (SDGs) were set by the United Nations General Assembly in 2015 as a blueprint on how to achieve a better and more sustainable future for all by 2030.

We refer to the SDGs, for illustrative purposes only, in the Sustainable Impact Revenue graphs shown in your statement and on the individual investment option pages.

Impactful investments

Here are the investment options where we now have relevant impact data. Simply click on an option to see the information.

Note: If you’re a Transition to Retirement (TTR) member please refer to the super options.

Investment options
Choose product to learn more
Conservative

Super

Pension

Balanced

Super

Pension

Growth

Super

Pension

International Shares

Super

Pension

Australian Shares

Super

Pension

Advocacy

Super

Please read the the important information before viewing this information.

FAQs

 

What is the difference between AE Option(s) shares and Benchmark shares?

AE Option(s) shares are the listed shares that Australian Ethical super options are invested in and for which we have ‘sustainable impact revenue data’.

Benchmark shares is a basket of companies in a general share market benchmark which also have relevant ‘sustainable impact revenue data’.  For the comparison we have selected indices which we consider to be an appropriate investment benchmark for the share investments of the super options.  If you invest in more than one super option, it’s made up of a blend of different share market indices reflecting the proportionate investment by the super options in different share markets.  We have not selected companies in the Benchmark shares based on their ethical, sustainability or ESG factors. The industry mix and other characteristics of companies comprising the AE Option(s) shares and the indices are different.

 

What are some of the companies included in AE options shares?

You can see examples of the companies and their sectors that are included in AE options shares on pages 8-11 of our SDG report here or on our companies we invest in page. 

 

Where is the ‘sustainable impact revenue data’ from?

We have used sustainable impact revenue data and analysis tools provided by global research firm MSCI ESG Research LLC, and it was accessed on 14 and 19 July 2021.

The information presented in the Sustainable Impact Revenue Table is only for investments in listed shares in those companies which have been analysed by MSCI ESG Research for their sustainable impact.

 

How do you calculate the sustainable impact revenue?

The impact revenue is calculated per $1M invested by the Option(s) in shares for which we have 'sustainable impact revenue data' compared to Benchmark shares and based on shareholdings at 30 June 2021.

We’ve considered the revenue earned by companies (per $1m invested) from sustainable impact solutions such as alternative energy (for example renewable wind and solar), and that’s what you can see in the sustainable impact revenue table.

We’ve also linked these impact solutions to the relevant SDGs which you can find more information on from this page.

 

What if I have more than one investment option?

If you had more than one investment option as at 30 June 2021, we combined the relevant data for your statement so you can see all of the impact in the same graph. You can see the impact of each investment option on their individual pages using the links on this page.

 

Why is there no impact data for the Defensive investment option?

At the moment we only have impact data for some listed shares (known as equities). As the Defensive option doesn’t invest in equities we are unable to report on its impact.

 

How did you work out carbon intensity and carbon footprint vs Benchmark shares?

The carbon intensity (tonnes CO2e/A$M revenue) of an investment is calculated as the investor's share of annual carbon emissions of the companies invested in (including their direct and some indirect emissions), divided by the investor's share of annual revenue earned by those companies.

The carbon footprint (tonnes CO2e/A$M invested) of an investment is calculated as the investor's share of annual carbon emissions of the companies invested in (including their direct and some indirect emissions), divided by the value of the investor's investment. We present the difference between the lower carbon footprint of your Option(s) compared to the Benchmark measured as a number of trips driving a car around Australia, using the conversion 2.46 tonnes CO2 emissions per trip around Australia. The conversion factor is based on the average emissions intensity for new passenger vehicles in Australia in 2019 of 169.3 grams of carbon per km.

 

How did you calculate how many tree seedlings would be needed to offset the Benchmark shares’ investments in fossil fuels?

The potential carbon emissions from fossil fuel reserves (tonnes CO2e/A$M invested) of an investment is calculated as the estimated emissions from burning the investor's share of coal, oil and gas reserves of the companies invested in, per $1M invested. We present the amount of these potential emissions for the Benchmark as the number of tree seedlings which would need to be planted and grown for 10 years in order to offset them. The conversion factor is 16.54 planted trees per tonne of carbon.

 

How did you calculate how many times more AE shares are invested in renewable power than Benchmark shares?

Investment in renewable power (A$M invested) of an investment is the proportion of the investment invested in renewable energy technology.

We have used the Paris Agreement Capital Transition Assessment (PACTA) when calculating the impact information in this statement about investment in renewable energy generation. PACTA is a free online tool developed by 2° Investing Initiative (2DII) allowing investors to upload their investment portfolios.

Important information: This information is of a general nature and is not intended to provide you with financial advice or take into account your personal objectives, financial situation or needs. This 'impact data' is not the only basis upon which you should make an investment decision and this information should not be taken as a recommendation to buy, sell or hold a particular financial product. Although the AE Option(s) shares may represent higher sustainable impact revenue, there are other factors that you should consider such as fees, risk, investment timeframe and objectives. Please note that past performance is not a reliable indicator of future performance. Before acting on the information, consider its appropriateness to your circumstances and read the product disclosure statement (PDS) available on our website. You may wish to seek financial advice from an authorised financial adviser before making an investment decision.

For the information in the statements we have used data and analysis tools accessed 14 and 19 July 2021 provided by MSCI ESG Research LLC and 2° Investing Initiative. Neither of these external parties is responsible for the way we have used their data and tools to calculate this information. We present the comparisons only for investment in listed shares in those companies for which the external parties provide the relevant data. MSCI ESG Research (a) retains copyright in all its data; (b) does not warrant or guarantee the originality, accuracy and/or completeness of their data; (c) makes no express or implied warranties of any kind, and disclaims all warranties of merchantability and fitness for a particular purpose; (d) has no liability for any errors or omissions in connection with their data or for our reporting and use of their data; and (e) without limiting any of the foregoing, has no liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages.