Ethical investing doesn't compromise on returns
Our Ethical Charter has guided all investment decisions and underpinned our business practices for over 30 years. All our underlying companies and investments in our portfolios have passed our comprehensive ethical screening process^.
We offer a suite of 8 managed funds, and 13 investment options in our super fund, and because we believe in transparency, we publish the names of our investee companies on our website.
Our investment team manage the investments of our funds and work closely with our inhouse ethics research team to make sure all our investments meet our Ethical Charter while delivering, competitive returns.
We’ve shown that your clients don’t need to compromise on long-term performance if they choose to invest ethically, whether this be through our Managed fund, Super or Pension Products. One example of this is the performance of our flagship fund, the Australian Shares Wholesale Fund which has returned 15% p.a.* since inception of the fund.
We believe the power of money can be harnessed to create positive change for the planet, people and animals.