Compare our investment performance


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Strong investment performance

We regularly deliver strong, long-term investment performance and returns that exceed industry benchmarks and averages.*

Our super returns ranking

How our super investment returns compare to other funds.
Return period UniSuper's ranking
1 year 16
5 years 3
10 years 4
15 years 3
Past performance is not an indicator of future performance. Ranking of our Balanced option (Accumulation 1) returns at September 2020, according to SuperRatings.7

Our pension returns ranking

How our pension investment returns compare to other funds.
Return period UniSuper's ranking
1 year 6
5 years 3
10 years 1
15 years 1
Past performance is not an indicator of future performance. Ranking of our Balanced option (Flexi Pension) returns at September 2020, according to SuperRatings.8

Compare us with other super funds

Compare investments, fees, insurance and member services at over 200 other super funds. Use the free AppleCheck tool run by external research firm Chant West.

The AppleCheck tool doesn't compare Defined Benefit funds.

  • Things you need to know
    1 Chant West quarterly Super Fund Fee Survey June '20 - UniSuper Accumulation 1 product invested in UniSuper’s Balanced option as ranked in Chant West’s Growth [61 – 80%] investment category. The above ranking and fee comparison is for the Balanced (default) investment option only – both ranking and fees may differ for other investment options. A total of 95 funds were ranked for Chant West’s Growth [61 – 80%] investment category – Chant West quarterly Super Fund Fee Survey June ‘20.

    2 Represents approximate total $ cost per annum on fixed account balance amount (inclusive of administration fees, investment fees and indirect cost ratio (ICR). The ICR includes transactions costs and costs of interposed vehicles (underlying investment manager when investments have been invested through a fund-of-fund investment strategy) and excludes borrowing costs, implicit transaction costs and property operating costs related to the investments. Total $ fees are calculated by UniSuper.

    3 Represents average fees of industry funds for Chant West’s Growth [61 – 80%] investment category at 30 June 2020.

    4 Chant West quarterly Pension Fee Survey June '20 – UniSuper Flexi Pension when invested in UniSuper’s Balanced option as ranked in Chant West’s Growth [61 -80%] investment category. The above ranking and fee comparison is for the Balanced (default) investment option only – both ranking and fees may differ for other investment options. A total of 91 funds were ranked for Chant West’s Growth [61 – 80%] investment category – Chant West quarterly Pension Fee Survey June ‘20.

    5 Represents approximate total $ cost per annum on fixed account balance amount (inclusive of administration fees, investment fees and indirect cost ratio (ICR). The ICR includes transactions costs and costs of interposed vehicles (underlying investment manager when investments have been invested through a fund-of-fund investment strategy) and excludes borrowing costs, implicit transaction costs and property operating costs related to the investments.

    6 Represents average fees of industry funds for Chant West’s Growth [61 – 80%] investment category at 30 June 2020.

    7 Sourced from SuperRatings Pty Ltd’s Accumulation Fund Crediting Rate Survey September 2020_SR Balanced (60-76) option, published 20 October 2020. A total of 219 funds were ranked for the SR Balanced (60 -76) category – Accumulation Fund Crediting Rate Survey September ‘20.

    8 Sourced from SuperRatings Pty Ltd's Pension Fund Crediting Rate Survey September 2020_SR Balanced (60-76), published 20 October 2020. A total of 126 funds were ranked for the SR Balanced (60 -76) category – Pension Fund Crediting Rate Survey September ‘20.

    9 The reports produced by Chant West are based on fee and cost information (‘fund data’) disclosed by funds that had over $1 billion in total assets at June 2020. Disclosure of fund data is inconsistent and Chant West makes adjustments to standardise it so the information can be compared on a like-for-like basis. In adjusting data Chant West applies the following principles: fee are shown gross of income tax (this principle was not considered in compiling the Pension report), administration fees include fees charged and any indirect costs, investment fees and costs include fees charged and indirect costs and performance fees include investment fees and costs on a consistent basis. As a result of the adjustments, fund data may differ to information disclosed in product disclosure statements. The rankings are compiled after adjustments have been made. Chant West does not guarantee the information used in compiling the reports and rankings is accurate or complete.

     

    SuperRatings reports are produced on data sourced directly from participating superannuation and publicly available information. Funds must meet SuperRatings’ eligibility criteria for inclusion in the rankings. Eligibility criteria includes but is not limited to fund option size and having a minimum investment performance history of 3 years. Investment performance information is calculated net of investment fees, tax and implicit asset -based administration fees. Explicit fees such as fixed dollar administration fees, exit fees, contributions fees and switching fees are also excluded. SuperRatings does not guarantee the information used in compiling the reports and rankings is accurate or complete. There has been substantial volatility in investment markets due to the economic effects of COVID-19. This may result in significant changes in future returns and performance for subsequent periods.

    SuperRatings has consented to the inclusion of the references to SuperRatings in the context in which they are included. For more information, visit the SuperRatings website.

    UniSuper purchases products from Chant West on a commercial basis but isn’t a shareholder in Chant West and has no influence over the research results and ratings. The Chant West data is based on information provided by third parties that is believed accurate at the time of publication. Past performance is not a reliable indicator of future performance. Your objectives, financial situation and needs have not been taken into account by Chant West and you should consider the appropriateness of this information having regard to your objectives, financial situation and needs, and read the relevant Product Disclosure Statement, before making any decisions. Chant West’s Financial Services Guide is available on the Chant West website.

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