We’re one of Australia’s largest investors in environmental, social and governance (ESG) themed strategies with more than $12 billion in sustainable investments. We’ve made a long-held commitment to incorporating ESG principles into all our investment decisions. Learn more about how we’re driving change.
We’re a consistent top performer* with our Balanced investment option delivering top quartile returns over 3, 5, 7 and 10 years to 30 June 2021.1
Our Balanced option has also outperformed the industry super fund median and overall industry median in average yearly investment returns over the 10 years to 30 June 2021.1 Use the table to compare our performance.
Compare: Average yearly investment returns over the 10 years to 30 June 2021
|UniSuper Balanced investment option (% p.a.)||Industry super fund median (% p.a.)||Overall industry median (% p.a.)|
Source: SuperRatings June 2021 Fund Crediting Rate Survey 1
*Past performance isn’t an indicator of future performance.
We have some of the lowest fees in the market. Our Balanced option is ranked in the top three for lowest total fees and costs across several balances, including number one for balances of $250k and $500k.2 Use the table to see how we compare.
One of Australia’s most awarded funds
Building a brighter future with UniSuper is easy
Join UniSuper's award winning super fund, it's quick and easy.
Tell your employer
Chat isn't available right now.
Live chat with a UniSuper consultant.
We’re here to help you plan, understand and realise your future
Things you need to know
1Source: SuperRatings Pty Ltd Fund Crediting Rate Survey June 2021_SR Balanced (60-76) option, published 20 July 2021 (without taking into account any subsequent revisions).
2Source: © 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 June 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.
Super Fund of the Year awards do not constitute investment advice offered by FE Money Management and should not be used as the sole basis for making any investment decision. All rights reserved.