Australian Ethical Super Review

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Returns to May 31 2022

Investment Option 1 Year 3 Year 5 Year
Aust Ethical Pers - Balanced -0.04% 6.31% 6.96%
Median 2% 6.6% 6.7%
Aust Ethical Pers - Balanced VS Median -2.04% -0.29% 0.26%

Fees

Investment Option Flat Fee Percentage Based Fee Fee Based on 50k
Aust Ethical Pers - Balanced 97 1.05% $622

Asset Allocation

RankAsset%
1 Australian Shares 28%
2 International Shares 22%
3 Fixed Interest 23%
4 Alternative 10%
5 Property 10%
6 Cash 7%

Returns to May 31 2022

Investment Option 1 Year 3 Year 5 Year
Aust Ethical Pers - Growth 1.51% 6.87% 7.61%
Median 2.2% 7.8% 7.8%
Aust Ethical Pers - Growth VS Median -0.69% -0.93% -0.19%

Fees

Investment Option Flat Fee Percentage Based Fee Fee Based on 50k
Aust Ethical Pers - Growth 97 1.42% $807

Asset Allocation

RankAsset%
1 Australian Shares 35%
2 International Shares 30%
3 Fixed Interest 10%
4 Alternative 10%
5 Property 10%
6 Cash 5%

Returns to May 31 2022

Investment Option 1 Year 3 Year 5 Year
Aust Ethical Pers - International Shares 0.24% 8.81% 8.3%
Median 2.2% 7.8% 7.8%
Aust Ethical Pers - International Shares VS Median -1.96% 1.01% 0.5%

Fees

Investment Option Flat Fee Percentage Based Fee Fee Based on 50k
Aust Ethical Pers - International Shares 97 1.18% $687

Asset Allocation

RankAsset%
1 International Shares 95%
2 Cash 5%

Returns to May 31 2022

Investment Option 1 Year 3 Year 5 Year
Aust Ethical Pers - Australian Shares -4.5% 11.03% 10.2%
Median 2.2% 7.8% 7.8%
Aust Ethical Pers - Australian Shares VS Median -6.7% 3.23% 2.4%

Fees

Investment Option Flat Fee Percentage Based Fee Fee Based on 50k
Aust Ethical Pers - Australian Shares 97 1.49% $842

Asset Allocation

RankAsset%
1 Australian Shares 95%
2 Cash 5%

Returns to May 31 2022

Investment Option 1 Year 3 Year 5 Year
Aust Ethical Pers - Conservative -4.09% 1% 2.59%
Median 0.1% 2.9% 3.7%
Aust Ethical Pers - Conservative VS Median -4.19% -1.9% -1.11%

Fees

Investment Option Flat Fee Percentage Based Fee Fee Based on 50k
Aust Ethical Pers - Conservative 97 0.97% $582

Asset Allocation

RankAsset%
1 Australian Shares 7.5%
2 International Shares 7.5%
3 Fixed Interest 60%
4 Alternative 5%
5 Property 5%
6 Cash 15%

Returns to May 31 2022

Investment Option 1 Year 3 Year 5 Year
Aust Ethical Pers - High Growth 1.46% 7.49% 8.49%
Median 2.2% 7.8% 7.8%
Aust Ethical Pers - High Growth VS Median -0.74% -0.31% 0.69%

Fees

Investment Option Flat Fee Percentage Based Fee Fee Based on 50k
Aust Ethical Pers - High Growth 97 1.28% $737

Asset Allocation

RankAsset%
1 Australian Shares 45%
2 International Shares 35%
3 Alternative 10%
4 Property 5%
5 Cash 5%

Returns to May 31 2022

Investment Option 1 Year 3 Year 5 Year
Aust Ethical Pers - Defensive -0.5% 0.06% 0.6%
Median - - -
Aust Ethical Pers - Defensive VS Median -0.5% 0.06% 0.6%

Fees

Investment Option Flat Fee Percentage Based Fee Fee Based on 50k
Aust Ethical Pers - Defensive 97 0.49% $342

Asset Allocation

RankAsset%
1 Other 100%

Investment Rating

Morningstar

'Top 10.0%'
5/5

Insurance Rating

0 /100
OmniLife

Australian Ethical Super has received a 68/100 insurance rating by Omnilife. To compare insurers that can be funded through super please click below.

Fund Information

ABN: 49 633 667 743

USI: AET0100AU

Address: Level 8, 130 Pitt Street Sydney NSW 2000

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About

“Since 1986, Australian Ethical has provided investors with wealth management products that align with their values and without compromising returns.”
As of 31st of March 2021 Australian Ethical Super had $3.51 billion of funds under management across approximately 50,000 members and is one of the fastest growing super funds in Australia.

Australian Ethical Super Investment Options

Australian Ethical Super has 7 investment options. These include Defensive, Conservative, Balanced, Growth, Australian Shares, International Shares and High Growth.

Australian Ethical Super Performance

Australian Ethical Super's Aust Ethical Pers - Balanced investment option under performed the median over 1 year, under performed over 3 years and outperformed over 5 years. Check out our more in depth analysis of Australian Ethical Super Performance
See Australian Ethical Super vs Australian Super to see how Australian Ethical Super compares with one of Australia's biggest super funds.

Australian Ethical Super Fees

Australian Ethical Super's fees for their Aust Ethical Pers - Balanced investment option below the median compared to other funds’ MySuper/Balanced options listed on Review My Super.

Australian Ethical Super Performance

Australian Ethical Super's Aust Ethical Pers - Growth investment option under performed the median over 1 year, under performed over 3 years and under performed over 5 years. Check out our more in depth analysis of Australian Ethical Super Performance
See Australian Ethical Super vs Australian Super to see how Australian Ethical Super compares with one of Australia's biggest super funds.

Australian Ethical Super Fees

Australian Ethical Super's fees for their Aust Ethical Pers - Growth investment option below the median compared to other funds’ MySuper/Balanced options listed on Review My Super.

Australian Ethical Super Performance

Australian Ethical Super's Aust Ethical Pers - International Shares investment option under performed the median over 1 year, outperformed over 3 years and outperformed over 5 years. Check out our more in depth analysis of Australian Ethical Super Performance
See Australian Ethical Super vs Australian Super to see how Australian Ethical Super compares with one of Australia's biggest super funds.

Australian Ethical Super Fees

Australian Ethical Super's fees for their Aust Ethical Pers - International Shares investment option below the median compared to other funds’ MySuper/Balanced options listed on Review My Super.

Australian Ethical Super Performance

Australian Ethical Super's Aust Ethical Pers - Australian Shares investment option under performed the median over 1 year, outperformed over 3 years and outperformed over 5 years. Check out our more in depth analysis of Australian Ethical Super Performance
See Australian Ethical Super vs Australian Super to see how Australian Ethical Super compares with one of Australia's biggest super funds.

Australian Ethical Super Fees

Australian Ethical Super's fees for their Aust Ethical Pers - Australian Shares investment option below the median compared to other funds’ MySuper/Balanced options listed on Review My Super.

Australian Ethical Super Performance

Australian Ethical Super's Aust Ethical Pers - Conservative investment option under performed the median over 1 year, under performed over 3 years and under performed over 5 years. Check out our more in depth analysis of Australian Ethical Super Performance
See Australian Ethical Super vs Australian Super to see how Australian Ethical Super compares with one of Australia's biggest super funds.

Australian Ethical Super Fees

Australian Ethical Super's fees for their Aust Ethical Pers - Conservative investment option below the median compared to other funds’ MySuper/Balanced options listed on Review My Super.

Australian Ethical Super Performance

Australian Ethical Super's Aust Ethical Pers - High Growth investment option under performed the median over 1 year, under performed over 3 years and outperformed over 5 years. Check out our more in depth analysis of Australian Ethical Super Performance
See Australian Ethical Super vs Australian Super to see how Australian Ethical Super compares with one of Australia's biggest super funds.

Australian Ethical Super Fees

Australian Ethical Super's fees for their Aust Ethical Pers - High Growth investment option below the median compared to other funds’ MySuper/Balanced options listed on Review My Super.

Australian Ethical Super Performance

Australian Ethical Super's Aust Ethical Pers - Defensive investment option under performed the median over 1 year, outperformed over 3 years and outperformed over 5 years. Check out our more in depth analysis of Australian Ethical Super Performance
See Australian Ethical Super vs Australian Super to see how Australian Ethical Super compares with one of Australia's biggest super funds.

Australian Ethical Super Fees

Australian Ethical Super's fees for their Aust Ethical Pers - Defensive investment option below the median compared to other funds’ MySuper/Balanced options listed on Review My Super.

Insurance

Australian Ethical Super offers death and TPD insurance cover to their members.

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. You can compare the wider market and have the premiums paid via your super. Compare insurers here.

Frequently Asked Questions

Australian Ethical Super’s Aust Ethical Pers – Balanced option has Out performed the median over 5 years.
Fees for this option are slightly above the median out of Balanced/MySuper funds listed on Review My Super.
Based on this evidence, it would be unreasonable to declare Australian Ethical Super a good super fund. However, there are many factors which determine whether a super fund is good or bad and it can differ depending on personal requirements. We recommend you speak to a qualified adviser in order to work out which is the best super fund for you.

Yes, Australian Ethical Super is an APRA fund.

No, Australian Ethical Super is a retail fund.

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