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Super Managed Funds Pensions

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.

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 30 September 2020. 

Balanced option ranked top 3 over 3 years. SuperRatings Fund Crediting Rate Survey - SR50 Balanced (60-76) Index over 3 years as at 30 September 2020 delivering a 10.70% return (5 year return is 7.12% p.a and 7 year return is 7.26% 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

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

Product options

Managed Funds

Our Managed Funds include eight investment options to suit all your clients needs. Take a look at our award-winning funds.

SMA

A true to label ethical SMA strategy for your value-aligned clients. Available on the Praemium and Hub24 platform.

Super and Retirement

Ethical and sustainable investing isn’t just a part of what we do, it’s everything we do. Align your clients investments with their values.

Latest news

Our resilient performance during COVID-19

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29 July 2020
5 min read

Australian Ethical produced great performance for the 2019-20 financial year despite the volatility created by COVID-19. Our Chief Investment Officer David Macri explains why our funds outperformed.

Time to put ethics front and centre

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04 June 2020
5 min read

Advisers have typically viewed ethical funds as a tilt or ‘satellite’ in their clients’ portfolios. But now well diversified ethical funds like the Australian Ethical Balanced Fund are playing a more central role.

Fixed Interest Fund vs Income Fund

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09 April 2020
5 min read

At Australian Ethical we don’t just manage equities funds – we also offer more ‘defensive’ funds such as the Fixed Interest Fund and the Income Fund. Our Chief Investment Officer, David Macri, explains the difference between the two.

^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.