To provide long-term growth focusing on Australian companies that meet our Ethical Criteria.
The Fund aims to significantly exceed the return of the blended index after taking into account management costs over a 7 year period.
Investment Strategy
The opportunity to invest in a diversified share portfolio of companies predominately listed on the ASX and selected on the basis of their social, environmental and financial credentials.
The Fund utilises an active stock-picking management style with stocks generally selected for growth rather than income, with a bias towards smaller capitalisation stocks listed on the ASX. All stocks are chosen on the basis of relative value where we deem the risks are being adequately priced.
Investable universe is inherently skewed towards future-building industries and sectors that we expect to benefit in a more sustainable, lower-carbon future economy.
Broad cap exposure
All cap exposure to Australian and NZ share market, that have met our ethical assessment process.
Tested in a variety of weather conditions
Over 27 years of track record in various market cycles, showing or record of being able to respond to market changes.
Fund facts
Wholesale
Retail
Overview
$633.74m
Equity
65% ASX 100 / 35% ASX Small Ordinaries
23/01/2012
7 years
Very high
AU60AUG00184
AUG0018AU
Fees and costs
$500,000 across all Australian Ethical Managed Funds, including $25,000 within the Australian Shares Fund.
The performance data is updated on a monthly basis.
Total returns are calculated:
using the sell (exit) price
net of management fees
gross of tax
as if distributions of income have been reinvested at the actual distribution reinvestment price
the actual returns received by an investor will depend on the timing, buy and exit price of individual transactions.
Figures showing a period of less than one year have not been adjusted to show an annual total return. Figures for periods of greater than one year are on a per annum compound basis.
Return of capital and the performance of your investment in the fund are not guaranteed. Past performance is not a reliable indicator of future performance.
Fund
Benchmark
3.7%
3.7%
8.5%
6.0%
12.5%
14.9%
18.4%
15.1%
4.2%
9.6%
9.9%
8.7%
9.9%
8.6%
9.7%
7.5%
As at 31 Mar 2024
The performance data is updated on a monthly basis.
Total returns are calculated:
using the sell (exit) price
net of management fees
gross of tax
as if distributions of income have been reinvested at the actual distribution reinvestment price
the actual returns received by an investor will depend on the timing, buy and exit price of individual transactions.
Figures showing a period of less than one year have not been adjusted to show an annual total return. Figures for periods of greater than one year are on a per annum compound basis.
Return of capital and the performance of your investment in the fund are not guaranteed. Past performance is not a reliable indicator of future performance.
Investment commentary
Check out our latest Australian Shares Fund commentary for the quarter ended 31 March 2023.
Explore the case studies below to learn more about some of the places we're invested in.
Pilbara Minerals
Pilbara Minerals is a producer of lithium, a resource in increasing demand as the world pursues a sustainable energy future.
Pilbara Minerals
Pilbara Minerals is a producer of lithium, a resource in increasing demand as the world pursues a sustainable energy future.
The company is dedicated to environmentally responsible mining of essential resources, such as lithium and tantalum, key ingredients in batteries. Through innovative technologies and efficient processes, Pilbara Minerals significantly reduces water usage and waste generation in mining operations. This approach not only mitigates environmental harm but also minimises regulatory risks.
Pilbara Minerals has a zero-tolerance policy on modern slavery – a serious matter in the mining industry. They prioritise ethical labour practices, ensuring that their operations and supply chains are free from any form of forced labour or exploitation.
By investing in Pilbara Minerals, we are supporting a leading-edge Australian company in an important growth area that prioritises environmentally responsible practices and the protection of human rights.
PEXA is a world-first digital settlement platform that has revolutionised the way we exchange property in Australia.
PEXA
PEXA (Property Exchange Australia) is a world-first digital settlement platform that has revolutionised the way we exchange property in Australia by providing quicker access to the proceeds of a sale and near real-time tracking on property settlements. PEXA's mission is to reduce the time and paperwork traditionally associated with conveyancing. This streamlined efficiency not only expedites processes but also translates into substantial time and cost savings for clients.
Amidst the pressing challenge of homelessness and housing stress in Australia, PEXA actively collaborates with entities like Homes for Homes, a social enterprise, to mobilise resources and allocate grant funds to community housing providers. This partnership is geared towards creating a sustainable impact by bolstering the supply of affordable and social housing.
PEXA’s innovative solutions and collaborations underline the company’s dedication to addressing critical challenges such as homelessness and housing stress, demonstrating the potential of businesses to make a meaningful impact on both their bottom line and the betterment of society and the environment.
ACL Healthcare has a commitment to patient well-being and sustainability, aligning with both ethical principles and long-term financial viability.
ACL Healthcare
Australian Clinical LaboratoryHealthcare is an ethical investment that stands out for its commitment to patient well-being and sustainability, demonstrating its alignment with both ethical principles and long-term financial viability.
Sustainable healthcare ensures long-term access to quality medical services while prioritising patient well-being. It safeguards health resources, minimises waste, and promotes holistic, enduring health outcomes. The company’s commitment to early disease detection, health education, and community engagement reduces the burden of chronic illnesses and promotes healthier living.
Reducing environmental footprint and promoting eco-friendly healthcare is at the forefront of what ACL Healthcare stands for. ACL Healthcare's green building designs, energy-efficient equipment, and investment in renewable energy sources reflect its commitment to environmental responsibility, contributing to a more sustainable healthcare industry.
With our investment in ACL Healthcare, Australian Ethical is supporting healthcare practices that prioritise patient health and well-being, while fostering a more sustainable and environmentally responsible healthcare sector.
Our award-winning# investment team has shown that an ethical approach to investing can deliver healthy* returns.
^The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.