Market-leading returns
Since inception in 1994, our flagship Australian Shares Fund, an actively-managed and diversified portfolio of companies aligned to our Ethical Charter, has delivered outperformance. We have leveraged the success of this model to create a range of domestic equities strategies to suit different clients and portfolio construction approaches.
Australian Shares Wholesale Fund
First quartile returns over 3 & 5 years
Source: Mercer Investment Performance Survey of Wholesale-Equity - Australia - All Cap (Core) Universe as at 31 December 2021.
Emerging Companies Wholesale Fund
First quartile returns over 3 & 5 years
Source: Mercer Investment Performance Survey of Wholesale-Equity - Australia - Small Cap Universe as at 31 December 2021.
Our ethical expertise sees beyond the benchmark
Our award-winning domestic equities process uses bottom-up stock selection to identify winners and losers within our ethically screened universe. Its combination of rigorous ethical assessment and disciplined, fundamental analysis has delivered positive real-world outcomes together with strong investment returns for over 20 years. Proving you don't have to compromise on returns for ethics.
Key features
What makes our active domestic equities process unique.
Exposed to positive structural trends
Starting with a ‘sustainable’ universe provides access to new industries set to prosper in a low-carbon future.
Leverages specialist knowledge
Our team of analysts specialise in the healthcare, information technology and renewables sectors.
Exploits inefficiencies
We see significant scope to outperform in the under researched small cap segment of the market.
Award-winning managed funds
Financial Standard Leadership Awards
Australian Ethical Australian Shares Fund - Winner ESG Australian Equities 2021
Money Management Fund Manager of the Year 2021
Australian Ethical Australian Shares Fund - Winner Responsible Investments
Lonsec Research Rating
Recommended for Australian Ethical Australian Shares Fund, Emerging Companies Fund and Australian Shares Portfolio (SMA)
The rating issued 09/2021 & 01/2022 Australian Shares Fund, 10/2021 Emerging Companies Fund, Australian Shares Portfolio 09/2021 are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. 2021 Lonsec. All rights reserved.