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Ethical investment leadership

Who said you had to choose?

Your clients want to make their money matter and you both want results - we deliver both. Unlike many other fund managers, we apply the same ethical conviction to our entire $5 billion portfolio. It’s a true-to-label approach that combines rigorous ethical assessment, investment discipline and active company engagement. 

Investment excellence

Investment excellence

A true-to-label ethical investment manager, generating long-term value for your customers
Ethics

Ethics

Robust ethical analysis carried out by a dedicated in-house team
Impact

Impact

Our share investments produced 75% less carbon emissions than benchmark*

Australia's ESG leaders

Morningstar has named Australian Ethical as one of just six global leaders, out of 40, for our ESG commitment, the only asset manager in Australia. The report singles out the Australian Ethical Australian Shares Fund as “setting the ESG standard for Australian domestic-equity strategies”.

‘The Morningstar ESG Commitment Level: Our first assessment of 100-plus strategies and 40 asset managers’ white paper. © 2021 Morningstar, Inc. All rights reserved. 

read the report

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Open your eyes to investing with impact

In 1986, our founders set out to invest for a better world by using money as a force for good. It's an investment philosophy that remains unchanged, in an ever-changing world. The carbon intensity of our portfolio has steadily declined whilst our alignment with the global Sustainable Development Goals has increased.

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Market-leading performance

Australian Shares Fund Wholesale ranked 2nd over 5 years (13.9%)^

Emerging Companies Fund Wholesale ranked 1st over 3 years (23.6%) and 1st over 5 years (20.1%)+

As at 31 March 2021. See footnote.

see our performance

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Client demand for responsible investing

What type of client would be most open to a conversation around responsible investing?

Insights from the Investment Trends 2021 ESG Report reveal investors’ levels of awareness and interest across different age groups, and the key findings may surprise you.

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Products

Managed funds

Managed funds

Our award-winning managed funds balance ethical considerations and professional investment management.
Super

Super

7 ethical super investment options to cover your clients needs.
SMA

SMA

Australian Ethical Australian Shares Portfolio is now available on Praemium and Hub24.

Looking for more?

Ratings

Many of our managed funds are rated annually by Lonsec and our super fund is reviewed annually by SuperRatings. Get in touch for a copy of the report.

Platforms

Find our managed funds on a number of platforms, like BT Panorama, Asgard, BT Wrap and more - get in touch to request the list.

Resources

Find forms and PDS downloads for managed funds and super, plus information on webinars and log in to adviser portals.

Get in touch

We're here to help financial advisers with their business.

If you or your clients want to learn more about ethical investing, our super, managed funds or SMA model portfolio or just have a general inquiry, feel free to get in touch with the team. We look forward to connecting with you.

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Past performance is not a reliable indicator of future performance. Australian Ethical offers a diverse range of investment options depending on your investment objective, timeframe and risk profile. You can see the options and their respective performance here.

^According to the Mercer Investment Performance Survey of the Wholesale-Equity - Australia - All Cap (Core) (Actual Ranking) as at 31 March 2021. +According to the Mercer Investment Performance Survey of the Wholesale-Equity - Australia - Small Cap (Actual Ranking) as at 31 March 2021. Information sourced from MercerInsights has been obtained from a range of third party sources. While the information is believed to be reliable, Mercer has not sought to verify it independently. As such, Mercer makes no representations or warranties as to the accuracy of the information presented and takes no responsibility or liability (including for indirect, consequential or incidental damages), for any error, omission or inaccuracy in the data supplied by any third party.

*Carbon intensity (tonnes CO2e per $ revenue) of Australian Ethical share investments compared to blended benchmark of S&P ASX 200 Index (for Australian and NZ shareholdings) and MSCI World ex Australia Index (for international shareholdings). Shareholdings as at 31 December 2019.