The ethical investment edge

Climate change poses tangible financial risks to your clients’ investments. So how can you, as an adviser, help them invest in a way that mitigates these risks while seeking out opportunities to build a future they want? 

Ethical investing is an impactful way to achieve this. 

At Australian Ethical, we don’t invest in fossil fuel companies because we recognise the environmental impact and the financial risks. 

Instead, we actively work to create a clean energy future by investing in renewables and energy efficient companies to support a low carbon economy.

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 fund3

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)

1. Australian Ethical Super’s Australian Shares option ranks no.1 over 5, 7 and 10 years as at 31 January 2020 according to the SuperRatings SR50 Australian Shares Index delivering returns of 12.91%, 13.68% and 10.93% 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 January 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.

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