We're living proof that companies can give equal weight to social and environmental factors as well as financial returns. We continue to be the leader in ethical investing in Australia with the highest ethical conviction in our investment selection, coupled with our advocacy for more ethical behaviours in the corporate and broader community.

The Australian Ethical Charter is a series of statements that guide both the positive side (investments we seek out) and the negative side (investments we avoid) of our ethical approach.

We engage with companies for positive change

We engage with the companies that we invest in. In serious cases where we find that a company is doing something that is not aligned with our ethical values, we’ll let them know and potentially divest.

We have an Advocacy Fund and an Advocacy super investment option that can invest in some companies that we wouldn't normally (because of our Ethical Charter), for the purpose of using our rights as a shareholder to raise ethical issues.

Find out more about how we advocate here

Dear Tomra, 

We like your recycling machines, but not tobacco.

Australian Ethical has a zero tolerance stance on tobacco manufacturing. There is nothing positive about it.

So when Tomra – a successful company we had long invested in that makes reverse-vending recycling machines – acquired a company that makes tobacco sorting machines, we engaged with their senior management and other shareholders, and put forward a resolution at the Tomra AGM for them to sell this business. After they refused, we divested our investment in Tomra.