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 option | 1 Month (%) | 3 Months (%) | 1 Year (%) | Since Inception (p.a) |
|---|---|---|---|---|
| Global Ethical Fund Balanced | 2.18 | 1.11 | 7.69 | 7.29 |
| Ethical Income Fund | 0.41 | 1.77 | 6.26 | 4.61 |
- 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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