Performance and returns

Elevate Super's portfolios focus on delivering positive investment + sustainability performance.

202205 May Elevate Super fund performance


Since launch in January 2020, Elevate Growth and Elevate Balanced portfolios have delivered +3.48% (equal to +1.48% per annum) return and +3.89% (equal to +1.65% per annum) return respectively. 


Launch date for reporting purposes is 31 January 2020. Investment returns are not guaranteed. Past performance is not a reliable indicator of future performance. Returns are after investment fees, percentage-based administration fees and taxes but before dollar-based administration fees have been deducted from your account balance.

Sustainability performance

Showing you can build wealth and a sustainable future

SUSTAINABILITY SCORES

Our portfolios have also continued to maintain strong sustainability credentials compared to the market. 🌱

Elevate Growth and Elevate Balanced portfolios have achieved a higher positive contribution to the Sustainable Development Goals (SDGs) and lower carbon risk exposure than the market based on independently assessed data from our partner, Sustainable Platform. 

Unit Prices

Each investment option has its own unit price. Like shares in a listed company, price of units in each investment option can go up and down based on the change in value of the underlying investments.

The change in the value of unit prices represents the investment return (or loss) applicable to an investment option.

When you receive super contributions into your super fund account, or when money is paid out of your super fund account, these are processed based on the applicable unit price at the time.

2022May Elevate Super unit price

Note: The dip in unit prices and performance during February - March 2020 was mainly due to the impact of COVID-19 on the global markets.

See also

How we invest & our portfolio options