Super Performance | Australian Ethical (2024)

Popular searches

  • Join our super fund
  • Log into your account
  • Information for ex-Christian Super members
  • Contact us

Super Performance | Australian Ethical (1)

Performance

Unit prices

Australian Shares 3.4% 9.1% 5.4% 11.3% 3.4% 9.7% 10.2% 9.7%
Balanced 1.9% 6.1% 4.6% 9.6% 5.2% 6.6% 6.9% 6.3%
Conservative 0.5% 2.9% 2.5% 4.8% 1.1% 2.1% 3.1% 3.4%
Defensive 0.4% 1.1% 1.9% 3.6% 1.4% 1.0% 1.2% 2.7%
Growth 2.5% 7.1% 5.1% 11.0% 6.8% 7.4% 7.6% 7.5%
High Growth 3.0% 8.6% 6.1% 13.5% 8.1% 8.5% 8.7% 8.7%
International Shares 3.9% 10.4% 10.0% 24.8% 11.8% 10.8% 9.4% 4.6%

As at 29 Feb 2024

Explore Super options

The performance data is updated on a monthly basis.

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
  • 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.

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.


Definitions of "healthy" or "strong"

*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.

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.

Australian Shares $10.4963 $10.4806 $10.4649 27 Mar 2024 Download
Balanced (accumulation) $4.7603 $4.7556 $4.7508 27 Mar 2024 Download
Conservative $1.6116 $1.6108 $1.6099 27 Mar 2024 Download
Defensive $1.9938 $1.9938 $1.9938 27 Mar 2024 Download
Growth $6.3028 $6.2965 $6.2902 27 Mar 2024 Download
High Growth $3.2417 $3.2401 $3.2384 27 Mar 2024 Download
International Shares $2.1779 $2.1768 $2.1757 27 Mar 2024 Download

Explore Super options

You can change or switch your investment options at any time by logging into your account or giving us a call.

Generally, investment switch requests submitted online before 4.00pm (Sydney time) on a Business Day will be processed using that day’s unit price. If the online investment switch is submitted after 4pm (or on a day other than a Business Day) the following Business Day’s unit price will be used. An exception to this process is if a pending transaction (such as a contribution) has been received but is yet to be processed. In this case, the pending transaction will be processed first and the investment switch will be processed within 2 business days after it was submitted online and will receive the unit price for the day it was processed, not the day it was submitted.

  1. Check our investment fees before you make any changes as the investment options have different fee amounts
  2. 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.

Back to Super

Australian Ethical acknowledges the Traditional Owners of the country on which we work, the Gadigal people of the Eora Nation, and recognise and celebrate their continuing connection to land, waters and culture. We pay our respects to Elders past and present and thank them for protecting Country since time immemorial.

See our Reconciliation Action Plan

Super Performance | Australian Ethical (2024)
Top Articles
Latest Posts
Article information

Author: Frankie Dare

Last Updated:

Views: 6155

Rating: 4.2 / 5 (53 voted)

Reviews: 92% of readers found this page helpful

Author information

Name: Frankie Dare

Birthday: 2000-01-27

Address: Suite 313 45115 Caridad Freeway, Port Barabaraville, MS 66713

Phone: +3769542039359

Job: Sales Manager

Hobby: Baton twirling, Stand-up comedy, Leather crafting, Rugby, tabletop games, Jigsaw puzzles, Air sports

Introduction: My name is Frankie Dare, I am a funny, beautiful, proud, fair, pleasant, cheerful, enthusiastic person who loves writing and wants to share my knowledge and understanding with you.