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Ethical investments

Investing for a better world

For more than 35 years, our unique ethical approach combined with award-winning investment expertise, has delivered market-leading 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.

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Products

Managed funds

Our award-winning managed funds balance ethical considerations and professional investment management to help clients secure a better future.

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SMA

An actively managed, concentrated portfolio of ethical stocks, designed for investors who prefer more transparency and flexibility.

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Super

7 ethical-only options invested in emerging growth sectors, avoiding harmful ones, plus some eye-catching performance.

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Pension

An ethical and competitive pension that lets you choose what sort of companies you do or don't want to support in retirement.

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Our managed funds and SMA strategy are available on a number of platforms.

Find out more about platform availability here.

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Introducing our first ETF

Our three decades of award-winning ethical investing experience is now available in an ETF.

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Australian Equities


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.

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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

Lonsec_Recommended-120x120-1643921151336.png      Lonsec_Susty5Bees-120x120-1643921151523.png


platforms

Tick-2up-1643939393425.png  AMP

Tick-2up-1643939393425.png  ANZ

Tick-2up-1643939393425.png  BT

Tick-2up-1643939393425.png  CFS

Tick-2up-1643939393425.png  Hub24

Tick-2up-1643939393425.png  IOOF

Tick-2up-1643939393425.png  Macquarie Wrap

Tick-2up-1643939393425.png  MLC

Tick-2up-1643939393425.png  Netwealth

Tick-2up-1643939393425.png  PowerWrap

Tick-2up-1643939393425.png  Praemium

Tick-2up-1643939393425.png  uXchange

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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

Lonsec_Recommended-120x120-1643921151336.png      


platforms

Tick-2up-1643939393425.png  AMP

Tick-2up-1643939393425.png  BT

Tick-2up-1643939393425.png  Hub24

Tick-2up-1643939393425.png  IOOF

Tick-2up-1643939393425.png  PowerWrap

Tick-2up-1643939393425.png  Praemium

Tick-2up-1643939393425.png  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

Lonsec_Recommended-120x120-1643921151336.png      


platforms

Tick-2up-1643939393425.png  Hub24

Tick-2up-1643939393425.png  Praemium

Netwealth (coming soon)

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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.

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