“Since 1986, Australian Ethical has provided investors with wealth management products that align with their values and without compromising returns.”
As of September 30th 2024 Australian Ethical Super they had approximately 123,750 members with $8.6 billion in assets under management. It is one of the fastest growing super funds in Australia.
Please Note: Any advice on this page is general in nature and does not take into account your objectives, financial situation or needs. Consider whether this is right for you. See full disclaimer.
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Aust Ethical Emp - Australian Shares | 7.63% | 10.48% | 8.49% |
| Median | 12.8% | 12.2% | 10.8% |
| Aust Ethical Emp - Australian Shares VS Median | -5.17% | -1.72% | -2.31% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Aust Ethical Emp - Australian Shares | 68 | 1.73% | $933 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Aust Ethical Emp - International Shares | 17.12% | 17.93% | 14.33% |
| Median | 12.8% | 12.2% | 10.8% |
| Aust Ethical Emp - International Shares VS Median | 4.32% | 5.73% | 3.53% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Aust Ethical Emp - International Shares | 68 | 1.3% | $718 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | International Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Aust Ethical Emp - Conservative | 6.72% | 5.02% | 2.4% |
| Median | 7.7% | 6.6% | 4.8% |
| Aust Ethical Emp - Conservative VS Median | -0.98% | -1.58% | -2.4% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Aust Ethical Emp - Conservative | 68 | 1.1% | $618 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 8% | |
| 2 | International Shares | 8% | |
| 3 | Fixed Interest | 42% | |
| 4 | Alternative | 16.5% | |
| 5 | Property | 5.5% | |
| 6 | Cash | 20% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Aust Ethical Emp - Growth | 11.18% | 10.45% | 9.12% |
| Median | 12.8% | 12.2% | 10.8% |
| Aust Ethical Emp - Growth VS Median | -1.62% | -1.75% | -1.68% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Aust Ethical Emp - Growth | 68 | 1.61% | $873 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 34% | |
| 2 | International Shares | 33% | |
| 3 | Fixed Interest | 3% | |
| 4 | Alternative | 16.5% | |
| 5 | Property | 5.5% | |
| 6 | Cash | 8% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Aust Ethical Emp - High Growth | 11.97% | 11.99% | 10.88% |
| Median | 12.8% | 12.2% | 10.8% |
| Aust Ethical Emp - High Growth VS Median | -0.83% | -0.21% | 0.08% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Aust Ethical Emp - High Growth | 68 | 1.46% | $798 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 37% | |
| 2 | International Shares | 36% | |
| 3 | Alternative | 16.5% | |
| 4 | Property | 5.5% | |
| 5 | Cash | 5% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Aust Ethical Emp - Defensive | 4.04% | 3.82% | 2.26% |
| Median | - | - | - |
| Aust Ethical Emp - Defensive VS Median | 4.04% | 3.82% | 2.26% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Aust Ethical Emp - Defensive | 68 | 0.45% | $293 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Alternative | 10% | |
| 2 | Cash | 90% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Aust Ethical MySuper - Balanced | 10.08% | 9.14% | 7.45% |
| Median | 11.5% | 10.6% | 8.9% |
| Aust Ethical MySuper - Balanced VS Median | -1.42% | -1.46% | -1.45% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Aust Ethical MySuper - Balanced | 68 | 1.2% | $668 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 27% | |
| 2 | International Shares | 26% | |
| 3 | Fixed Interest | 15% | |
| 4 | Alternative | 16.5% | |
| 5 | Property | 5.5% | |
| 6 | Cash | 10% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Aust Ethical Pers - Defensive | 4.04% | 3.82% | 2.26% |
| Median | - | - | - |
| Aust Ethical Pers - Defensive VS Median | 4.04% | 3.82% | 2.26% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Aust Ethical Pers - Defensive | 68 | 0.45% | $293 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Alternative | 10% | |
| 2 | Cash | 90% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Aust Ethical Pers - High Growth | 11.97% | 11.99% | 10.88% |
| Median | 12.8% | 12.2% | 10.8% |
| Aust Ethical Pers - High Growth VS Median | -0.83% | -0.21% | 0.08% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Aust Ethical Pers - High Growth | 68 | 1.46% | $798 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 37% | |
| 2 | International Shares | 36% | |
| 3 | Alternative | 16.5% | |
| 4 | Property | 5.5% | |
| 5 | Cash | 5% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Aust Ethical Pers - Australian Shares | 7.63% | 10.48% | 8.49% |
| Median | 12.8% | 12.2% | 10.8% |
| Aust Ethical Pers - Australian Shares VS Median | -5.17% | -1.72% | -2.31% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Aust Ethical Pers - Australian Shares | 68 | 1.73% | $933 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Aust Ethical Pers - Growth | 11.18% | 10.45% | 9.12% |
| Median | 12.8% | 12.2% | 10.8% |
| Aust Ethical Pers - Growth VS Median | -1.62% | -1.75% | -1.68% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Aust Ethical Pers - Growth | 68 | 1.61% | $873 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 34% | |
| 2 | International Shares | 33% | |
| 3 | Fixed Interest | 3% | |
| 4 | Alternative | 16.5% | |
| 5 | Property | 5.5% | |
| 6 | Cash | 8% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Aust Ethical Pers - International Shares | 17.12% | 17.93% | 14.33% |
| Median | 12.8% | 12.2% | 10.8% |
| Aust Ethical Pers - International Shares VS Median | 4.32% | 5.73% | 3.53% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Aust Ethical Pers - International Shares | 68 | 1.3% | $718 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | International Shares | 100% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Aust Ethical Pers - Balanced | 10.08% | 9.14% | 7.45% |
| Median | 11.5% | 10.6% | 8.9% |
| Aust Ethical Pers - Balanced VS Median | -1.42% | -1.46% | -1.45% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Aust Ethical Pers - Balanced | 68 | 1.2% | $668 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 27% | |
| 2 | International Shares | 26% | |
| 3 | Fixed Interest | 15% | |
| 4 | Alternative | 16.5% | |
| 5 | Property | 5.5% | |
| 6 | Cash | 10% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Aust Ethical Emp - Balanced | 10.08% | 9.14% | 7.45% |
| Median | 11.5% | 10.6% | 8.9% |
| Aust Ethical Emp - Balanced VS Median | -1.42% | -1.46% | -1.45% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Aust Ethical Emp - Balanced | 68 | 1.2% | $668 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 27% | |
| 2 | International Shares | 26% | |
| 3 | Fixed Interest | 15% | |
| 4 | Alternative | 16.5% | |
| 5 | Property | 5.5% | |
| 6 | Cash | 10% |
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Aust Ethical Pers - Conservative | 6.72% | 5.02% | 2.4% |
| Median | 7.7% | 6.6% | 4.8% |
| Aust Ethical Pers - Conservative VS Median | -0.98% | -1.58% | -2.4% |
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Aust Ethical Pers - Conservative | 68 | 1.1% | $618 |
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 8% | |
| 2 | International Shares | 8% | |
| 3 | Fixed Interest | 42% | |
| 4 | Alternative | 16.5% | |
| 5 | Property | 5.5% | |
| 6 | Cash | 20% |
Whilst most members are offered default Death and Total and permanent Disablement Cover, they can also apply for Income Protection Cover.
Additional cover is available with the following limits:
Death – no maximum
TPD – $5 million.
Income protection – $30,000 per month.
Insurance is provided by MetLife Insurance Limited.
See the Australian Ethical Super ABN and USI page for all the information required to contribute to this fund.
Read their PDS and TMD for further details.
Australian Ethical Super has underperformed vs the benchmark across many of it’s main investment options. Fees are higher than the median of other options of the same risk profile on Review My Super.
However, past performance isn’t a reliable indicator of future performance and there are many factors which determine whether a super fund is good or bad and it can differ depending on personal requirements. It’s best to Get Superannuation Advice from a qualified adviser in order to work out which is the best super fund for you.
Yes, it is an APRA fund.
No, it is a retail fund.
See more Super Fund Reviews to compare ratings and reviews across funds.
