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
Ethics
Impact
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.
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.
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.
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.
Products
Managed funds
Super
SMA
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.
*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.