Your super + sustainable investments

Don’t compromise on your wealth or a sustainable future.

OUR INVESTMENTS, OUR IMPACT

Super for sustainable solutions

HOW WE INVEST & SUSTAINABILITY SCORES

Elevate Super's investment approach includes both financial (profitability) and sustainability analysis (SDG contribution).

Our portfolios are designed for people looking for a sustainable investing solution.

We measure the impact of your investments using independently-assessed, third-party data from our partner Sustainable Platform.

THE ELEVATE APPROACH

How we're different

Sustainable strategy

You're exposed to around 600 companies from a curated selection of portfolios. We invest in a mixture of sustainable ETFs & actively managed funds.

Only those with attractive, long-term growth prospects and strong sustainability credentials make the cut.

The SDG score

Companies, like people, are not perfect. We use the 'SDG score' metric to measure a company's overall contribution to the SDGs.

It accounts for the positive and negative impacts of transitioning to a more sustainable world.

Impact tracking

You never have to wonder: 'what kind of future is my super funding?'.

Visualising how much of your super is contributing to the SDGs is only ever a couple of clicks away.

Our trusted team

Your money is in capable hands. Elevate Super's internal investment team have spent many years investing billions of dollars for investors.

The team has 50+ years combined financial markets experience. In short, this is not our first rodeo.

SDG-ENABLED SUPER

It's time to go beyond ethical

MORE ON SDGS

We're focused on investing in solutions to help shape a positive future for Australia and our world.

That’s why Elevate Super uses the UN Sustainable Development Goals (SDGs) to measure your impact, and the sustainability of our investments.

So you can not only track the growth of your super balance, but also its contribution to goals like SDG 3: Good Health & Well-being and SDG 11: Sustainable Cities & Communities.

YOUR INVESTING STYLE

Pick a portfolio

Elevate Balanced

The Elevate Balanced option is a diversified portfolio taking into account sustainable, environmental and social considerations using independent third party data to measure SDG contribution (where data is available).

It’s designed for investors seeking medium to long-term growth who are willing to accept short-term fluctuations in returns.

Asset mix

75% Growth 25% Defensive

Fees

$93.60
per annum
administration fee
1.30%
per annum
administration & investment fee*
ZERO
performance fee

Elevate Growth

The Elevate Growth option has a higher allocation to growth assets (like shares and property) and less defensive assets (like fixed income and cash).

It’s also designed for investors seeking medium to long-term growth but willing to accept higher short-term fluctuations in returns compared to the Elevate Balanced option.

Asset mix

90% Growth 10% Defensive

Fees

$93.60
per annum
administration fee
1.39%
per annum
administration & investment fee*
ZERO
performance fee

* This fee is of your account balance and includes the investment fee, administration fee and indirect costs.

LONG-TERM GOAL

Dialing up the impact

GET TO KNOW US

We believe positive impact and competitive financial returns shouldn't be mutually exclusive.

Our long-term vision is to deliver higher SDG contribution compared to the market, and integrate impact investing into our portfolios.

The more people investing sustainably with Elevate Super, the more likely we can achieve this goal.

Since 2019, we've been committed to the UN Global Compact corporate responsibility initiative and its principles in the areas of human rights, labour, the environment and anti-corruption.