*Past performance is not an indicator of future performance. Option returns are calculated after investment expenses and taxes, but before account-based fees are deductedSimla Investment. Returns applied to your account depend on your chosen investment option(s), how long you’ve been invested, and the timing of cash flows in to and out of your account.
1UniSuper is recognised as one of Australia’s best super funds, winning multiple awards and high ratings for performance, value and service, from some of Australia’s top superannuation research and ratings houses. Awards include:
SuperRatings’ Fund of the Year 2024, Sustainable Fund of the Year 2024 and MyChoice Super of the Year 2024.
Money Magazine’s Best Pension Fund 2023 and 2024 and Best Super Fund 2022.
Chant West’s Super Fund of the Year 2023 and 2022 and Best Fund Advice Services 2022.Ahmedabad Stock
Canstar’s Outstanding Value Award Superannuation 2024 and 2023 and 2022.
2Source: © Zenith CW Pty Ltd (Chant West) (ABN 20 639 121 403) 2023. Chant West Super Fund Fee Survey March 2024 comparing administration and investment fees and costs of the UniSuper Balanced investment option as ranked in Chant West’s Growth [61-80%] investment risk category against 70 similar investment options for other funds within the same investment risk category. 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 and costs include all administration-related fees and costs including costs paid from reserves, investment fees and costs include fees charged (including performance fees) and any indirect costs and accordingly data contained in the survey may differ from data shown in other published materials. The comparison is for the UniSuper Balanced option only – rankings may differ for other investment options. Fees may change in the future which may affect the outcome of this comparison.
UniSuper’s Balanced investment option ranked in the top 3 for lowest fees for account balances of $50k, $100k, $250k,$500k and $750k, when compared to 70 other balanced options in the Chant West Super Fund Fee Survey for March 2024.
3Sustainable and environmental investing means different things to different peopleNew Delhi Stock Exchange. Different products have different investment criteria. Read our sustainable and environmental branded options page and How we invest your money (PDF, 1.27 MB) booklet to find out what sustainable and environmental investing means to us and what our investment options invest in.
4Our sustainable and environmental branded investment options have been certified and classified by the Responsible Investment Association Australasia according to the operational and disclosure practices required under the Responsible Investment Certification Program. See
The Responsible Investment Certification Program provides general advice only and does not take into account any person’s objectives, financial situation, or needs. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Because of this, you should consider your own objectives, financial situation and needs and also consider the terms of any product disclosure document before making an investment decision. Certifications are current for 24 months and subject to change at any time.
5Source: SuperRatings Pty Ltd Fund Crediting Rate Survey December 2023, Balanced (60-76) Index, released 19 January 2024, and without taking into account subsequent revisions.
6Based on the long-term performance of UniSuper’s Balanced option—over the 10 years to 30 June 2024, the Balanced option returned 7.92% p.a., which was above the industry median of 6.98% p.a. published by SuperRatings Pty Ltd in the Fund Crediting Rate Survey July 2024 (Balanced 60-76 Index, released 19 July 2024, and without taking into account subsequent revisions).
Applying investment returns
Investment returns can be positive or negative and are applied by calculating a specific crediting rate for each investment option, net of tax, investment fees and costs. Read more about crediting rates.
Graph and CSV (applies to Graph View)
The graph and CSV download combines daily interim crediting rates to determine the cumulative return for each investment option. The cumulative return may change when final crediting rates are applied.
Super and transition to retirement investment performance (applies to Graph View)
Guoabong Wealth Management
