Funds
Ethical Analysis of Super Funds
Check what your super is invested in
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This pilot Australian platform brings our proven methodology to the MySuper fund and the ethical/responsible/socially conscious option for the largest super funds available to retail investors. These 31 super funds are examples of the range of funds provided by 15 leading fund providers that manage around 70% of the regulated super funds available to retail investors. If your fund isn’t in the list below and you’d like us to include it in future work, please let us know.
Companies of Concern
The percentage of fund holdings in issues of concern to the Australian public.
Disclosure Level
The percentage of the fund that has been publicly disclosed and which we have been able to analyse.
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Ethical79.25%
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Ethical55.82%
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Ethical64.44%
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Ethical61.79%
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Ethical71.36%
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Ethical57.1%
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Ethical79.24%
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Ethical67.59%
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Ethical55.86%
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Ethical86.58%
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Ethical87.79%
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Ethical84.84%
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Ethical78.35%
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Ethical89.97%
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Ethical95.39%
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Ethical98.32%
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MySuper73.51%
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MySuper76.23%
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MySuper59.97%
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MySuper68.07%
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MySuper70.22%
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MySuper56.97%
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MySuper59.41%
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MySuper93.01%
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MySuper62.69%
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MySuper49.73%
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MySuper72.65%
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MySuper62.73%
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MySuper65.48%
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MySuper80.47%
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MySuper92.62%
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 79.25% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 55.82% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 64.44% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 61.79% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 71.36% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 57.1% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 79.24% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 67.59% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 55.86% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 86.58% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 87.79% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 84.84% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 78.35% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 89.97% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 95.39% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 98.32% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 73.51% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 76.23% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 59.97% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 68.07% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 70.22% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 56.97% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 59.41% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 93.01% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 62.69% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 49.73% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 72.65% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 62.73% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 65.48% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 80.47% of this fund that has been publicly disclosed.
Companies of Concern / Disclosure
The percentage of the fund invested in companies in categories of concern to the Australian public. Note we have only been able to analyse the 92.62% of this fund that has been publicly disclosed.
This pilot Australian platform brings our proven methodology to the MySuper fund and the ethical/responsible/socially conscious option for the largest super funds available to retail investors. These 31 super funds are examples of the range of funds provided by 15 leading fund providers that manage around 70% of the regulated super funds available to retail investors. If your fund isn’t in the list below and you’d like us to include it in future work, please let us know.
Disclaimer
The data above is Mindful Investing's analysis of data found in public disclosures of portfolio holdings on the super funds’ websites. If you consider any information to be incorrect or mis-represented please contact us.
Selection of Super Funds
The analysis chose the largest super funds (measured by assets and members), using information from the Australian Prudential Regulation Authority (APRA). For each provider, the core MySuper fund was selected along with one or more ethical options. Other super funds with an ethical investing focus were also included. The resulting sample totals 31 super funds from 15 super providers.
The providers account for around 70% of the regulated super funds.
Due to inadequate data disclosure, the analysis was not able to include Future Super funds or the AMP Pendal Sustainable Balanced Fund.