As one of Australia's largest profit-for-member superannuation funds, Aware Super always remembers whose money it is and whose future they're looking after. Their 1.1m+ members. These are the people who inspire what they do and how they do it, every day.
For them, that means being super helpful in ways members want, and sometimes in ways they don't expect.
It starts with super returns. Backed by a team of investment specialists, the fund applies their expertise to grow members' savings into their best retirement, so they can look forward to life after work.
But the fund is also working to make lives a little easier right now. With super helpful advice to guide and empower members from day one to one day - so members can get more from their super. And more from their future.
As a fund with over $161b under management, they know the impact they can make for their members, and for the communities in which they live, work and retire - that's a responsibility they don't take lightly, not ever.
With super advice and super returns, Aware Super is super helpful.
| Investment Performance | Growth Asset
Weighting | 1 year (p.a.) | 3 years (p.a.) | 5 years (p.a.) | 7 years (p.a.) | 10 years (p.a.) |
| Balanced | 69.2% | 9.22% | 5.06% | 6.68% | 7.27% | 7.69% |
| Conservative | | 4.79% | 3.43% | 4.00% | 4.67% | 5.36% |
| Conservative Balanced | 49.3% | 6.26% | 4.50% | 5.21% | 5.90% | 6.35% |
| Conservative Balanced Socially Conscious | | 7.96% | 5.11% | 6.34% | 6.58% | 7.13% |
| Defensive | 19.5% | 4.27% | 2.54% | 2.71% | 3.46% | 4.05% |
| High Growth | 84.4% | 10.94% | 6.10% | 8.05% | 8.63% | 9.00% |
Performance - as at 30 April 2024
1 Please note that all figures reflect net investment performance, i.e. net of investment management fees and net of the maximum applicable ongoing management fees and membership fees.
Investment returns are calculated after allowing for tax on investment income and investment management expenses, but before the deduction of administration fees.
* From 1 October 2020 all options will also be excluding direct investments in companies deriving 10% or more of their revenues directly from mining thermal or energy coal and companies deriving revenue from the manufacture and/or production of controversial weapons including chemical weapons, cluster munitions, land mines and depleted uranium. Due to liquidity constraints, it may take time to divest unlisted thermal coal mining assets and there may be a small residual exposure. Such assets will be sold at fair value as soon as reasonably practicable, but no later than 30 June 2023.
