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End of Financial Year (EOFY) cut-off dates and information about making contributions to your superannuation can be found here.

Investing for a better future

For more than 37 years, our differentiated ethical approach combined with award-winning# investment expertise, has helped deliver long term returns while seeking to do good for the planet.

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Ethical investments

We restrict+ or exclude companies that cause harm, while seeking out positive future-building investments like health care, enabling technologies, renewables and education. Our flagship Australian Shares Fund helps demonstrate the success of this approach with consistent performance since 1994.

Managed funds

Our award-winning# managed funds uses professional investment management alongside ethical considerations. 

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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 like clean energy, health and technology and restricting+ investment in harmful ones. 

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Pension

An ethical pension with various healthy* investment options 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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Investing in Australia's clean energy transition

Invest in our green future, financing crucial infrastructure for sustainable progress with the new Australian Ethical Infrastructure Debt Fund.

Explore the Fund
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.


ratingS

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Learn more View fact sheet



The rating issued 10/2023 Australian Ethical High Conviction Fund (Managed 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. © 2023 Lonsec. All rights reserved.


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

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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

Learn more View fact sheet



The ratings issued 10/2023 - Australian Ethical Australian Shares Fund & 10/2023 - Australian Ethical Australian Shares Fund (Sustainability Report) 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. © 2023 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.


ratingS

Lonsec_Recommended-120x120-1643921151336.png      Lonsec_Susty5Bees-120x120-1699412225123.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 ratings issued 10/2022 - Australian Ethical Emerging Companies Fund (Wholesale) & 08/2022 - Australian Ethical Emerging Companies Fund (Sustainability Report) 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. © 2022 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.


ratingS

Lonsec_Recommended-120x120-1643921151336.png    Lonsec_Susty5Bees-120x120-1699412225123.png 

 


platforms

Tick-2up-1643939393425.png  Hub24

Tick-2up-1643939393425.png  Praemium

Tick-2up-1643939393425.png  Netwealth

Learn more download flyer



The ratings issued 10/2023 - Australian Ethical Australian Shares Portfolio & 10/2023 - Australian Ethical Australian Shares Portfolio (Sustainability Report) 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. © 2023 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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Australian Ethical acknowledges the Traditional Owners of the country on which we work, the Gadigal people of the Eora Nation, and recognise and celebrate their continuing connection to land, waters and culture. We pay our respects to Elders past and present and thank them for protecting Country since time immemorial.

See our Reconciliation Action Plan