We were a top performer in 2021!

Superannuation is a long-term investment but it’s nice to see the fruit of recent investment strategy changes, which were designed to deliver better returns relative to other super funds. Our My Ethical Super product was one of the top three performing growth funds in the 2021 calendar year!

One of the top three performing growth funds in 2021

Most Christian Super members are invested in our default My Ethical Super product. In the 2021 calendar year, My Ethical Super delivered investment returns of 16.0%, making it one of the top three growth funds for 1 year performance.*

Top quartile performance for all diversified options in 2021

The good news continues – during 2021 all of our diversified investment options (both superannuation and pension) were in the top quartile for 1 year performance (i.e. the top 25% of similar options offered by other super funds), our Ethical Cash option was in the top third vs similar options, and our Ethical Index Shares option outperformed industry benchmarks.

The following table shows the 2021 calendar year returns for our superannuation investment options:

Investment Option 1 Year Return Ranking**
Ethical Index Shares 22.7% n/a
Ethical High Growth 20.7% 7th / 65
Ethical Growth Plus 17.7% 23rd / 131
Ethical Balanced Growth 15.4% 22nd / 194
Ethical Conservative Balanced 11.6% 6th / 109
Ethical Stable 7.4% 9th / 112
Ethical Cash 0.2% 23rd / 69

 

The following table shows the 2021 calendar year returns for our pension investment options:

Investment Option 1 Year Return Ranking**
Pension Ethical Index Shares 22.7% n/a
Pension Ethical High Growth 21.6% 10th / 41
Pension Ethical Growth Plus 19.8% 7th / 58
Pension Ethical Balanced Growth 16.9% 14th / 106
Pension Ethical Conservative Balanced 12.6% 5th / 72
Pension Ethical Stable 8.1% 8th / 84
Pension Ethical Cash 0.2% 18th / 58

 

Reasons for strong performance in 2021

We’ve made some changes to our investment strategy in recent years, to respond to changing economic and regulatory environments. We’ve also had a greater focus on trying to outperform peer super funds. What hasn’t changed is our commitment to biblically-based, responsible investing.

Our strong results in 2021 were driven by manager alpha (i.e. our investment managers delivering better results than their market benchmark) in certain asset classes such as equities and alternative assets, and our dynamic asset allocation (i.e. the proportion of different asset classes like shares and property that we invest in).

Super is a long-term investment, so we encourage people to look at longer timeframes. However, recent performance is important to consider since it most accurately reflects our current investment approach. You can view all of our investment returns here.

Past performance is not a guarantee of future performance.

 

*Source: Chant West. Performance is shown net of investment fees and tax. It is before administration fees. A growth fund is defined as having 61% to 81% in growth assets.

** Source: SuperRatings. Investment options are ranked vs comparable options offered by other super funds.