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”.

Source from ‘The Morningstar ESG Commitment Level: Our first assessment of 100-plus strategies and 40 asset managers’ white paper. © 2020 Morningstar, Inc. All rights reserved. 

Unquestionably, Australian Ethical Investment is true to its ethical label, evidenced by the robust integration of ESG principles into the investment processes, activism, advocacy, and memberships undertaken by the firm

Morningstar
ESG Commitment Level white paper.

Why Australian Ethical?

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75% less carbon emissions

Our share investments produced 75% less carbon emissions than benchmark*, driven by our unique portfolio construction process.

See how we invest

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Strong performance

Australian Shares fund (wholesale) ranked top quartile over 5 years in FE fundinfo reporting. FE fundinfo Equity – Australia – Financial Express Australian Shares performance report, as at 31 December 2020. 

Balanced option ranked top 2 over 1 and 3 years. SuperRatings Fund Crediting Rate Survey - SR50 Balanced (60-76) Index over 1 and 3 years delivering returns of 7.98% and 8.26% respectively (5 year return is 7.89% p.a and 7 year return is 8.05% p.a).+.

Past performance is not a reliable indicator of future performance.

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

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.

Our CIO, David Macri explains why ethical investing makes sense during market downturns as well as over the long term.

How we invest your clients’ money

Australian Ethical has always gone beyond ESG (environmental, social and governance criteria) with our unique ethical investment process.

Our Ethical Charter has been guiding our investment decisions. It considers positive outcomes first and then looks to avoid unnecessary harm.

When the companies pass our rigorous ethical screening process, our investment team evaluates them against the traditional risk/return investment analysis.

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.

Meet the team

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2020 SuperRatings Infinity Award for best sustainable super fund++
Best performing SR50 Australian shares option over 5 years 2015-2020++

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

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2021 Money Magazine Best of the Best Award: ESG Trailblazer

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

* 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.

SuperRatings Fund Crediting Rate Survey as at September 2020. Australian Ethical Super’s Balanced MySuper option was ranked no.3 in the SuperRatings Fund Crediting Rate Survey – SR50 MySuper Index over 3 years delivering a 7.39% return (5 year return is 7.12% p.a and 7 year return is 7.26%). SuperRatings performance figure is net of percentage based administration and investment fees. It does not include the $97 annual fee.

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