Performance

One, it’s Islamic…

Two, our performance speaks for itself

As part of our commitment to improving transparency, we offer daily unit prices for the Global Ethical Fund. Unit prices act in the same way as to share values, shifting with the market. Daily unit prices allow for account value updates in close-to-real-time and represent an important step in our commitment to improving our members’ retirement journey.

Global Ethical Fund, Australia’s best performing Islamic balanced fund for 2018/2019

Investment option1 Month (%)3 Months (%)1 Year (%)Since Inception (p.a)
Global Ethical Fund Balanced2.181.117.697.29
Ethical Income Fund0.411.776.264.61
  • Performance as at 31 July 2019
  • Past performance is not necessarily indicative of future performance.
  • Returns are after fees.
  • Since inception (p.a): Average return per year
  • Global Ethical Fund Inception – July 2017
  • Ethical Income Fund Inception – October 2018

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