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.

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.

MySuper

Read how our Balanced (MySuper) investment option performed for the year ending 30 June 2020. 

Accumulation products

Read how our accumulation products performed for the year ending 30 June 2020.

Pension products

Read how our pension products performed for the year ending 30 June 2020.
Let’s get the family together

Invite your family over to UniSuper and help put them on a path to a secure future with a Personal Account. Joining is as easy as firing up the barbecue!

Give them access to the same features you receive, including strong investment performance*, some of the lowest fees in the industry, and the security of a multi-award-winning fund.

  • 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.

    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. Our services may only be used by persons who have entered into a licence agreement with us, and use is subject to the terms of that licence agreement. Products, reports, ratings (Information) is based on data which may be sourced from a third party and may not contain all the information required to evaluate the nominated product providers, you are responsible for obtaining further information as required.  To the extent that any Information provided is advice, it is General Advice (s766B Corporations Act).  Chant West has not taken into account the objectives, financial situation or needs of any specific person who may access or use the Information provided. 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. Information is provided in good faith and is believed to be accurate, however, no representation, warranty or undertaking is provided in relation to the accuracy or completeness of the Information. Information provided is subject to copyright and may not be reproduced, modified or distributed without the consent of the copyright owner. Except for any liability which can not be excluded, Chant West does not accept any liability whether direct or indirect, arising from use of the Information. Past performance is not an indication of future performance. 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.

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