The rise of ethical investing

The world is changing and investors are expecting more from their investments. According to the Responsible Investment Association Australasia (RIAA) 90% of Australians say it’s important that their financial institution invests responsibly and ethically across the board^.

While ethics are personal and complex to navigate, this also presents opportunities for advisers to deepen their engagement with clients by aligning their investments and their values.

With over 30 years of ethical investment expertise, we’re here to make the process more simple.

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Case study: Investing in food production

Investing in a food producer can be a complex decision for an ethical fund manager. Before investing we must consider factors like health, environmental sustainability and animal cruelty. Costa Group is one of the largest horticulture companies in Australia and one food producer we invest in. Applying the principles of the Australia Ethical Charter Costa Group meets three fundamental criteria to be investable. Their food:

  • Forms part of a healthy diet 
  • Is produced in an environmentally sustainable way 
  • Avoids unnecessary harm to humans and animals 

Find out more about this investment >

Webinar - Ethical investing year in review

We're delivering market-leading returns and making a positive impact on the planet. Join our Chief Investment Officer and Head of Ethics Research for a live year in review on Thursday 13 August.

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Why Australian Ethical

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Aligning to your client’s values

Ethical investing is about future building and it recognises peoples' values are not secondary to their financial goals.

How it works

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No compromise on returns

Our Australian Shares Option is the best performing Australian Shares super option over 5, 7 and 10 years1

Latest achievements

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A suite of ethical products

We offer a variety of product options to meet your clients’ needs.

7 Super options
8 Managed Funds (wholesale or retail)
1 SMA strategy

How we invest your client’s money

Australian Ethical has always gone beyond ESG (environmental, social and governance criteria) with our unique ethical investment process. Our Charter guides us to invest in companies that support the planet, people and animals, to ensure we don’t cause unnecessary harm.

We apply three methods to identify potential investments: 

Negative screening – we avoid investment in industries which have a negative impact on society and the environment. 

Positive screening – we proactively search for investments that contribute positively to society and the environment. 

Corporate engagement – we connect with companies for the purpose of raising issues of concern and advocating positive change to company practices.

Award-winning investment team

Our in-house investment team has over 100 years combined experience and have proven that a strong ethical approach to investing does not detract from performance. Here are some of our recent accolades.

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2020 SuperRatings Infinity Award for best sustainable super fund++

2020 Financial Standard Investment Leadership Award: ESG - Australian Equities
2020 Financial Standard Investment Leadership Award: High Performance - Australian Equities

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2019 Money Management Fund Manager of the Year: Responsible Investments (Australian Shares Fund – Wholesale)

^Responsible Investment Association Australasia 2020, From values to riches, Charting consumer expectations and demand for responsible investing in Australia.

1. Australian Ethical Super’s Australian Shares option ranks no.1 over 5, 7 and 10 years as at 30 June 2020 according to the SuperRatings SR50 Australian Shares Index delivering returns of 8.87%, 10.68% and 10.47% respectively.

Past performance is not a reliable indicator of future performance. Ratings or investment returns are only one factor you should consider when deciding how to invest your super. Remember, superannuation is generally a long-term investment. Full details of the performance of all our super fund investment options over various time periods can be found here. For details on the risks and fees of investing in Australian Ethical Super, please refer to the Super Product Disclosure Statement.

Source: SuperRatings Fund Crediting Rate Survey as at June 2020. SuperRatings does not issue, sell, guarantee or underwrite this product. Go to www.superratings.com.au for details of its ratings criteria.

2. Past performance is not a reliable indicator of future performance.

++ SuperRatings does not issue, sell, guarantee or underwrite this product. Go to www.superratings.com.au for details of its ratings criteria.