Balanced funds benefit from responsible approach

Socially-responsible super funds are paying off for members with funds taking this approach offering the best rewards in the balanced sector.

The best-performing balanced super fund over one year to 30 September, 2021, was ANZ Smart Choice Super Legg Mason Diversified which returned 18.9%.

Australian Ethical Balanced Accumulation and Australian Catholic Super Socially Responsible Option were also in the top five and both focused on investing responsibly. They had returns of 18.8% and 18.6% respectively.

Related News:

The Mixed Asset Balanced sector had returned 12.8% over the same period within the Australian superannuation universe.

Performance of balanced super funds versus sector over one year to 30 September 2021

Looking over three years, the best-performing balanced super fund on a total return basis was Australian Catholic Super Socially Responsible Option which returned 33.7% followed by Australian Ethical Balanced Accumulation which returned 33.4% and Australian Catholic Super MySuper Balanced Option which had returns of 31.6%.

This compared to returns of 18.3% by the Mixed Asset Balanced sector of 18.3%.

Performance of balanced super funds versus sector over three years to 30 September 2021

 

 




Recommended for you

Author

Comments

Add new comment