Ethical investments deliver results

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.

With over 30 years of ethical investment expertise, we’re here to make the process more simple.

Case study: Investing in food production

Investing in a food producer can be a complex decision for an ethical fund manager. Before investing we must consider factors like health, environmental sustainability and animal cruelty. Costa Group is one of the largest horticulture companies in Australia and one food producer we invest in. Applying the principles of the Australia Ethical Charter Costa Group meets three fundamental criteria to be investable. Their food:

• Forms part of a healthy diet 
• Is produced in an environmentally sustainable way 
• Avoids unnecessary harm to humans and animals 

Find out more about this investment >

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

No compromise on returns

Our Australian Shares Option is the best performing Australian Shares super option over 5, 7 and 10 years¹

Latest achievements

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

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.

2020 SuperRatings Infinity Award for best sustainable super fund++

2020 Financial Standard Investment Leadership Award: ESG - Australian Equities
2020 Financial Standard Investment Leadership Award: High Performance - Australian Equities

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