Investment excellence
A true-to-label ethical investment manager, generating long-term value for your customers
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.
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.
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
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
Our award-winning managed funds balance ethical considerations and professional investment management.
Super
7 ethical super investment options to cover your clients needs.
SMA
Australian Ethical Australian Shares Portfolio is now available on Praemium and Hub24.
Ratings and platforms
Many of our managed funds are rated annually by Lonsec and our super fund is reviewed annually by SuperRatings - get in touch to request a copy of the report.
Our funds are also listed on a number of platforms. Get in touch to request the list.
Adviser newsletter
(Bi-monthly)
Receive latest news on ethical investing, fund insights and more.
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.
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.