Returns - Managed Funds (wholesale)

To read regular investment commentary from our portfolio managers, see our Monthly and Quarterly Trust Reports.
Returns to
31 March 2015
3 months 1 year 3 years (pa) 5 years (pa)
Fixed Interest Trust (wholesale) 2.6% 10.7%
Smaller Companies Trust (Wholesale) 10.0% 24.1% 19.0%
Larger Companies Trust (Wholesale) 9.7% 23.5% 22.6%
Advocacy Fund (Wholesale) 9.6% 23.2% 21.2%

Calculating returns

Total returns are calculated:

  • using the sell (exit) price
  • net of administration and investment management fees
  • gross of tax
  • as if distributions of income have been reinvested at the actual distribution reinvestment price.

Further information on returns can be found in our legal disclaimer.

Choosing good investments requires experience

Our flagship fund has outperformed for over 10 years.


10 year per annum returns, net of fees, to 31 July 2014.
Past performance is not necessarily an indicator of future performance.

Ethical investing: the right thing, and the smart thing to do

Good ethics are one thing, good returns are another. Here are just some of the reasons why ethical investing makes good financial sense:

  • Demand for ethical and sustainable products and services - like those many of the companies we invest in provide - is increasing.
  • The renewable energy sector has a much more promising future than fossil fuels.
  • Investing in sustainable companies allows investors to avoid being financially impacted by disasters associated with unsustainable companies, such as a water contamination disaster caused by Coal Seam Gas extraction (we avoid investments in CSG).


Active vs Passive investment management

Active vs Passive investment management

Many other funds don't select shares that they expect to perform well financially; rather they invest in a pool of shares without looking at each company's financial credentials - this is called passive funds management. In contrast, active managers like Australian Ethical only invest in shares we expect will perform well financially.

Of course, we don't stop there! All of the companies we invest in must pass our strict positive and negative ethical screens.

Companies we invest in

More about our ethical approach

Herman Miller
We invest in Herman Miller, who manufacture and deliver award-winning furniture and interior products. They've also received awards for their approach to reducing waste and using recycled materials in their designs.


Join - for Managed Funds

Join 20,000 Australians choosing to invest ethically

You can get started investing in a Managed Fund, with as little as $5,000, or $1,000 if you start a regular investment plan.

Managed Funds - Start investing now

Got a question?
Call 1800 021 227. We're happy to help!