We’ve reduced our International Shares and Australian Shares investment fees
As part of our continued focus to provide great value ethical investments, we've reduced the investment fee for our International Shares and Australian Shares investment options in super and pension, effective 1 June 2021.
These reduced fees may apply to your account with Australian Ethical Super.
You can find details of the full list and explanation of our fees and costs on our Pension fees page. If you have any questions please feel free to contact our helpline team on 1800 021 227, 8:30am to 5:30pm AEST (Monday to Friday).
Type of fee or cost |
Investment option |
Change from |
Change to |
How and when paid |
| Investment fee | International Shares | 1.10% p.a. | 0.89% p.a. | Investment fees are paid from the Fund’s assets prior to unit prices being calculated. |
| Australian Shares | 1.25% p.a. | 1.20% p.a. |
Type of fee or cost |
Definition |
| Investment fees |
An investment fee is a fee that relates to the investment of the assets of a superannuation entity and includes: (a) fees in payment for the exercise of care and expertise in the investment of those assets (including performance fees); and (b) costs that relate to the investment of assets of the entity, other than: (i) borrowing costs; and (ii) indirect costs that are not paid out of the superannuation entity that the trustee has elected in writing will be treated as indirect costs and not fees, incurred by the trustee of the entity or in an interposed vehicle or derivative financial product; and |