Investing for a better world
For more than 35 years, our unique ethical approach combined with award-winning investment expertise, has delivered competitive long term returns while doing good for the planet.
Investment approach
We exclude companies that cause unnecessary harm, while seeking out positive future-building investments like health care, enabling technologies, renewables and education.
Our flagship Australian Shares Fund demonstrates the success of this approach with consistent outperformance since 1994.
Products
Managed funds
Our award-winning managed funds balance ethical considerations and professional investment management to help clients secure a better future.
SMA
An actively managed, concentrated portfolio of ethical stocks, designed for investors who prefer more transparency and flexibility.
Super
7 ethical-only options invested in emerging growth sectors, avoiding harmful ones, plus some eye-catching performance.
Pension
An ethical and competitive pension that lets you choose what sort of companies you do or don't want to support in retirement.
Learn moreOur managed funds and SMA strategy are available on a number of platforms.
Find out more about platform availability here.
Introducing our first ETF
Our three decades of award-winning ethical investing experience is now available in an ETF.
Investment strategy
An actively-managed, focused share portfolio leveraging our ethical investing philosophy & capability. Invested in 20-35 select shares, predominantly from the S&P ASX300, on the basis of their social, environmental and financial credentials. Benchmark unaware, with a concentration on larger capitalisation stocks.
| Learn more | View fact sheet |
Investment strategy
The Australian Shares Fund is an actively managed all-cap strategy investing in large, small and microcap companies listed on the ASX and NZX that meet our values-based Charter. We are a bottom-up benchmark unaware investor using fundamental analysis.
ratingS
platforms
AMP
ANZ
BT
CFS
Hub24
IOOF
Macquarie Wrap
MLC
Netwealth
PowerWrap
Praemium
uXchange
| Learn more | View fact sheet |
The rating issued 09/2021 & 01/2022 for the Australian Shares Fund is 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.
Investment strategy
The Emerging Companies Fund is an actively managed small-cap strategy investing in small and microcap companies listed on the ASX and NZX that meet our values-based Charter. We are a bottom-up benchmark unaware investor using fundamental analysis.
rating
platforms
AMP
BT
Hub24
IOOF
PowerWrap
Praemium
uXchange
| Learn more | View fact sheet |
The rating issued 10/2021 for the Emerging Companies Fund is 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.
Investment strategy
Leveraging the expertise and experience of our award-winning investment team, the Australian Ethical Australian Shares Portfolio is an actively managed portfolio with a mix of quality growth stocks and traditional yielding stocks shaped by our Ethical Charter.
rating
platforms
Hub24
Praemium
Netwealth (coming soon)
| Learn more | download flyer |
The rating issued 09/2021 for the Australian Shares Portfolio is 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.
Meet the investment team
Our award-winning team of professionals use their decades of ethical investing excellence to deliver long-term value across a range of asset classes.
Learn more