The Responsible Investment Association Australasia (RIAA) currently identifies only four Australian super funds as having all of their products certified ethical. We have summarised these four funds below to help you compare them side by side.
All results are based on MySuper/Balanced investment options displayed on each fund’s website, and are current at 17/11/2020. As always, past performance is not an indicator of future performance.
| Australian Ethical | Christian Super | Future Super* |
Local Government Super |
|
|---|---|---|---|---|
| 10 Year Return (FY20)+ | 6.72% | 6.69% | n/a | 6.10% |
| 5 Year Returns (recent) ^ | 6.6% | 5.53% | 6.42% | 5.17% |
| Fees on $50,000 | $622 | $645 | $968.50 | $571.24 |
| Exclusions | Alcohol Animal Cruelty Fossil Fuels Gambling Genetic Engineering Human Rights Abuses Nuclear Pornography Tobacco Weapons |
Abortifactants Alcohol Animal Cruelty Fossil Fuels Gambling Genetic Engineering Human Rights Abuses Nuclear Pornography Tobacco Weapons |
Alcohol Animal cruelty Fossil Fuels Gambling Genetic Engineering Human Rights Abuses Nuclear Pornography Tobacco Weapons |
Alcohol Fossil Fuels Gambling Human Rights Abuses Nuclear Tobacco Weapons |
| Approach to Impact Investing (From choice.com.au) |
Favours ethical investing and doesn’t set particular targets for impact investing. | Around 10% of our investments are in projects that have a measurable social or environmental impact as well as a financial return. | Different options have different goals; the Renewables Plus option aims to invest 20% of the portfolio in renewable energy projects. | “Our philosophy is that each investment has to be financially attractive and stand on its own merits … we won’t sacrifice returns to meet impact goals,” says the fund’s CIO. |
* Not a MySuper product
^ 5 Year returns are most recent from each fund’s website
+ 10 Year returns are for previous financial year, from each fund’s dashboard
Learn more about Christian Super’s approach to investing.
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