We’ve delivered outstanding performance over the short and long-term
We have over 10 years' experience in responsible investing and today, we have more than $12 billion invested in environmental, social and governance (ESG) themed strategies.
The numbers speak for themselves
We use “net return” to compare funds, which is one of the best ways to see how funds stack up. The net return of an investment is its return minus fees and taxes.
Net return guide – how UniSuper compares with the industry median and other funds
Source: Chant West. The net return used in the above graph is an estimate of how much an account balance of $50,000 would earn in the next year based on historical long-term performance (average return over 10 years to 31 December 2020, after investment fees and tax), minus current administration fees. The investment options used are the UniSuper Balanced option and other funds’ options with similar risk profiles. Full details regarding Chant West’s research methodology, processes, ratings definitions are available at chantwest.com.au and Chant West’s Financial Services Guide is available at chantwest.com.au/financial-services-guide.
Compare us with other super funds
Compare investments, fees, insurance and member services at over 200 other super funds. If you’re not sure which product you want to compare, you can learn more about our different products here.
Use the free AppleCheck comparison tool brought to you by external research firm Chant West.
The Apple Check tool doesn’t compare Defined Benefit funds.
Member Outcomes Assessments
Everything we do at UniSuper is always done with you in mind. Putting your financial needs first to help you enjoy exceptional retirement outcomes, underpins all that we do.
As of 2021, all super funds must annually assess their performance based on data from the Australian Prudential Regulation Authority (APRA). The assessment will measure the performance of our MySuper and Choice investment options against our competition. It considers our fees and costs, investment returns and the benefits of being a UniSuper member.
We’re proud to share our results for the 2019-20 financial year and will continue to do so each financial year moving forward.
We’re known as one of Australia’s best super funds
We’re recognised as a fund that delivers the very best in investments performance, value and member services by the country’s top ratings agencies. We were awarded SuperRatings 2021 MySuper of the Year ‡ and Chant West super fund of the Year 2019§.
What sets us apart
Personal service and financial advice
We know our members want the best advice and expertise to make the right choices. Our member-first culture means we can personalise your experience to help you reach your retirement goals.
Real value for our members
We’re a proud industry fund and we don’t pay profits to shareholders or commission to advisers so we can invest more in our members.
A higher standard
We have a strong legacy in investing responsibly for future-minded Australians. As one of Australia's largest investors in sustainable options, we believe a higher standard in retirement shouldn’t cost the earth.
Things you need to know*Past performance is not an indicator of future performance. According to SuperRatings Pty Ltd Fund Crediting Rate Survey released January 2021, the UniSuper Balanced option was ranked 5th over 3 years, 3rd over 5 and 7 years and 2nd over 10 years to 31 December 2020. The rankings are against options with a growth asset ratio between 60 – 76%.
†© Zenith CW Pty Ltd (Chant West) (ABN 20 639 121 403) 2021. This comparison has been prepared by Chant West at the request of UniSuper and is based on information provided by third parties that is believed accurate at the time of publication. Fees may change in the future which may affect the outcome of the comparison in this document. - UniSuper Accumulation products invested in UniSuper's Balanced investment option as ranked in Chant West's Growth [61-80%] investment category – Chant West Super Fund Fee Survey March 2021. The above ranking and fee comparison is for the Balanced investment option only - both ranking and fees may differ for other investment options. Administration and investment fees and costs data is adjusted by Chant West so like comparisons can be made. Adjustments result in fees being gross of income tax, administration fees include fees and any indirect costs, investment fees and costs include fees charged (including performance fees) and any indirect costs and accordingly data contained in the research may differ from data shown in other published materials.
‡The rating is issued by SuperRatings Pty Ltd ABN 95 100 192 283 AFSL 311880 (SuperRatings). Ratings are general advice only and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and SuperRatings assumes no obligation to update. SuperRatings uses objective criteria and receives a fee for publishing awards. Visit superratings.com.au for ratings information and to access the full report. © 2021 SuperRatings. All rights reserved.
§© Zenith CW Pty Ltd ABN 20 639 121 403 (Chant West), Authorised Representative of Zenith Investment Partners Pty Ltd ABN 27 103 132 672, AFSL 226872 under AFS Representative Number 1280401. The criteria used by Chant West to judge its awards are subjective ratings that have been determined by us based on data (including historical financial performance information) supplied by third parties. While such information is believed to be accurate, Chant West does not accept responsibility for any inaccuracy in such data. Chant West does not make any representation or give any guarantee or assurance as to the performance or success of any financial product based on the subjective ratings provided. Past performance is not a reliable indicator of future performance. The Chant West awards do not constitute financial product advice, however, to extent that the awards are considered to be advice, it is General Advice (s766B Corporations Act) only. Chant West has not taken into account the objectives, financial situation or needs of any specific person. It is not a specific recommendation to purchase, sell or hold any product(s) and is subject to change at any time without prior notice. Individuals should consider the appropriateness of any advice in light of their own objectives, financial situations or needs and should obtain a copy of and consider any relevant PDS or offer document before making any decision. Awards are subject to copyright and may not be reproduced, modified or distributed without the consent of the copyright owner. Except for any liability which cannot be excluded, Chant West does not accept any liability whether direct or indirect, arising from use of the awards. Awards displayed for previous years are for historical purposes only. Full details regarding Chant West’s research methodology, processes, ratings definitions are available at www.chantwest.com.au and Chant West’s Financial Services Guide is available at www.chantwest.com.au/financial-services-guide.