Australian Ethical Retail Superannuation Fund
Australian Ethical Retail Superannuation Fund MySuper
To 30 June 2026, Australian Ethical Retail Superannuation Fund MySuper returned 6.99% a year over 10 years to a member with $50,000, after fees and taxes, against a median of 8.03% across MySuper products: 42nd highest of 45. It charged $595 a year in total fees on a $50,000 balance (median $410), 49th lowest of 50, and passed APRA's 2026 performance test.
To 30 June 2026, for a $50,000 member. MySuper median 8.03%.
- Fees on $50,000
- $595median $410
- Members' accounts
- 98,770
- Assets
- $5.8 billion
- Growth assets
- 72%
Returns a year, against the MySuper median
After fees and tax, for a $50,000 member, to 30 June 2026.
- 3 years7.68%9.93%
- 5 years5.00%6.90%
- 7 years6.21%7.42%
- 10 years6.99%8.03%
Fees at each balance, against the median
Total fees and costs a year, as a share of the balance and in dollars.
- $10,0001.65% $1651.23% $123
- $25,0001.30% $3250.91% $228
- $50,0001.19% $5950.82% $410
- $100,0001.13% $1,1300.77% $770
- $250,0001.10% $2,7500.75% $1,875
What a $50,000 member earned, after fees and tax
| A year over | This product | MySuper median | Difference | Against its benchmark |
|---|---|---|---|---|
| 3 years | 7.68% | 9.93% | down 2.25 | down 1.09 |
| 5 years | 5.00% | 6.90% | down 1.90 | down 0.58 |
| 7 years | 6.21% | 7.42% | down 1.21 | up 0.28 |
| 10 years | 6.99% | 8.03% | down 1.04 | up 0.44 |
Differences are in percentage points a year. "Against its benchmark" compares the return before administration fees with APRA's benchmark portfolio built from this product's own mix of assets: above zero means its investment choices added value.
What it charges at five balances
| Balance | Administration | Total fees and costs | MySuper median total |
|---|---|---|---|
| $10,000 | $780.78% | $1651.65% | $123 |
| $25,000 | $1080.43% | $3251.30% | $228 |
| $50,000 | $1600.32% | $5951.19% | $410 |
| $100,000 | $2600.26% | $1,1301.13% | $770 |
| $250,000 | $5750.23% | $2,7501.10% | $1,875 |
A year, as APRA calculated them for 2026. Total fees and costs add investment and transaction costs to administration; insurance premiums are not included.
Australian Ethical Retail Superannuation Fund MySuper passed in 2026, 2025 and 2024
- 2026Passed
- 2025Passed
- 2024Passed
Its 2026 test measure, among all 49 MySuper products measured
The further right, the more a product beat the benchmark built from its own investments. Hover or tap a dot for its name.
Met APRA's benchmark. Its 2026 test measure was +0.36% a year over 10 years: its return against APRA's benchmark, adjusted for how its administration fees compare. -0.50% or lower fails.
Earlier years match on fund and product name, so a product that has been renamed shows no earlier result. Every 2026 result.
About this product
- Fund
- Australian Ethical Retail Superannuation Fund
- Trustee
- Australian Ethical Superannuation Pty Ltd
- Type
- Generic MySuper
- Offer
- Public offer
- APRA's product name
- Australian Ethical Retail Superannuation Fund MySuper
APRA does not publish fund websites or disclosure documents. Your annual statement and the fund's product disclosure statement have the full fee and insurance details.
Questions about Australian Ethical Retail Superannuation Fund MySuper
- Did Australian Ethical Retail Superannuation Fund MySuper pass the 2026 performance test?
- Australian Ethical Retail Superannuation Fund MySuper passed APRA's 2026 performance test, with a test measure of +0.36% a year against a fail line of -0.50%. Earlier results: 2024 passed, 2025 passed.
- What are Australian Ethical Retail Superannuation Fund MySuper's fees?
- APRA's 2026 figures put its total fees and costs at $165 a year on $10,000, $325 a year on $25,000, $595 a year on $50,000, $1,130 a year on $100,000 and $2,750 a year on $250,000. Administration fees are $160 of the $595 on $50,000. Insurance premiums are extra.
- What has Australian Ethical Retail Superannuation Fund MySuper returned?
- For a member with $50,000, after fees and taxes, to 30 June 2026: 7.68% a year over 3 years, 5.00% a year over 5 years, 6.21% a year over 7 years and 6.99% a year over 10 years. Past returns do not predict future ones.
Source: Australian Prudential Regulation Authority (APRA), Comprehensive Product Performance Package 2026: data to 30 June 2026, published 28 August 2026. Licensed under CC BY 4.0 and normalised by The Finance Algorithm, which shows APRA's figures as percentages and dollars a year. APRA has not reviewed or endorsed this page.
General information only, not financial advice. Past performance is not a reliable indicator of future returns. Check your fund's product disclosure statement and your annual statement before you act, and consider whether advice suits your situation.