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Performance and Returns

Returns

As at 31 December 2024

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Balanced Index

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Balanced Impact

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Renewables Plus Growth

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High Growth

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Pension Balanced Growth

5 Years

5.78%

5.33%

5.50%

-

7.82%

3 Years

2.98%

3.03%

2.83%

-

4.52%

1 Year

13.06%

11.45%

11.77%

12.27%

14.80%

6 Months

6.35%

5.87%

5.93%

5.77%

6.51%

3 Months

3.33%

3.22%

3.23%

2.82%

2.99%

1 Month

-0.30%

0.26%

-0.10%

-1.27%

-1.04%

Since inception

7.08%

6.20%

6.28%

14.01%

7.77%

Launch date

16 Nov 2018

01 Sep 2014

01 May 2018

01 Nov 2023

15 Jul 2015

Returns provided are after investment fees, percentage-based administration fees and taxes but before dollar-based administration fees have been taken out. Returns for periods of greater than one year are on a per annum compound basis. Return of capital and the performance of your investment in the Fund are not guaranteed. Past performance is not a reliable indicator of future performance.

Related FAQs

How does splitting super into multiple investment options work?

Future Super now allows members to split their balances across multiple investment options. Previously, we required members to choose one investment option - so that meant 100% of your balance was invested in the option you chose. Now we've rolled out the ability for members to split their super into multiple options.

Here's how you do it: log into your member online account and click on b'Investment Options'. Then you will be able to select b'Manage Investments'. From this page, you will be able to choose to put all your balance in one option or to split your balance between multiple options.

You can choose your own allocation For example, you could put 50% in Renewables Plus Growth and 50% in High Growth or you could put 10% in High Growth and 90% in Balanced Index. It's 100% your call!

And remember, there's still nothing wrong with just choosing one option and having 100% of your balance invested in it.

We've introduced this new ability to split your super because we are launching the High Growth option. A 90% allocation to growth assets, which is what the High Growth option offers, is very high! This means the option is higher risk. By giving members the option to only invest in a portion of their super in High Growth, members can have more control over how much risk they are taking on.

The minimum portion of your balance you can allocate to an investment option is 5%.

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What are Future Super's returns like?

Read about our most recent returns here.

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What does Future Super invest in?

When we launched in 2014, Future Super was the first super fund to not invest in fossil fuel companies and remains the only super fund to screen out diversified fossil fuel companies and companies providing significant services and financing to the fossil fuel industry.

At Future Super we use a three-step process to ensure your money is invested in companies that can both grow your super savings and build a better world. You can see our full screening strategy here.

First, out with the bad: our negative screen rules out what we believe to be harmful and destructive industries like fossil fuels, detention centres, live animal export, nuclear, tobacco and more.

Second, in with the good: our positive screen ensures we actively seek out companies that are doing social and environmental good, such as renewable energy, healthcare, education and IT. You can view a full list of the companies we invest in here.

Finally, our team look for positive industries like solar farms and other impact investments to add to the portfolio. Our renewable energy portfolio includes the Bald Hills Wind Farm in Victoria and the Lake Bonney battery in South Australia.

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What investment options does Future Super have?

Future Super has four investment options: Balanced Index, Balanced Impact,Renewables Plus Growth and High Growth.You can find a handy snapshot of our investment options on our website here.

All the details you need to make an informed decision about our products can be found in our Product Disclosure Statement, Target Market Determination, How Super Works Guide, Insurance Guide and Financial Services Guide.

If you're unsure about whether one of these options is suitable for you, you should seek financial advice to ensure you are making an informed choice based on your own financial objectives, situation and needs.

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