Your super + sustainable investments

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

Strong investment performance

Elevate Super performance

We are delighted to share that the Elevate Super portfolios we have achieved strong performance since launch.

Since our launch in January 2020 (to 30 September 2021), Elevate Super members have enjoyed a +15.88% (equal to +9.26% per annum) and +14.83% (equal to +8.66% per annum) return in the Elevate Growth and Elevate Balanced portfolios respectively. 

In the last 12 months (ending 30 September 2021), Elevate Super has delivered performances of +19.53% and +15.58% for Elevate Growth and Elevate Balanced portfolios 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. 

Our investments, our impact

Super for sustainable solutions

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.

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. 

The Elevate approach

How we're different

Sustainable strategy

You're exposed to around 700 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

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

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.