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
| Rank | Asset | % | |
|---|---|---|---|
| 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
| Rank | Asset | % | |
|---|---|---|---|
| 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
| Rank | Asset | % | |
|---|---|---|---|
| 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
| Rank | Asset | % | |
|---|---|---|---|
| 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
| Rank | Asset | % | |
|---|---|---|---|
| 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
| Rank | Asset | % | |
|---|---|---|---|
| 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
| Rank | Asset | % | |
|---|---|---|---|
| 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
Australian Ethical Super Reviews
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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