Multi-Asset Solutions
Total portfolio thinking. Ethical always.
Our Multi-Asset Funds are designed to make responsible investing simple and scalable for financial advisers. Our suite of diversified portfolios — from Conservative to High Growth — provides a complete, professionally managed ethical solution that supports clients’ long-term financial objectives and preference for responsible investing.
Our approach embeds ethics into every asset class through a rigorous, proprietary framework. It’s a robust way to deliver purposeful investing to clients — without sacrificing performance, diversification or peace of mind.
Why advisers choose our Multi-Asset Funds
Our diversified Multi-Asset Funds provide a complete, professionally managed ethical investment solution tailored to meet a range of client risk profiles and long-term objectives.
Proven performance, built on ethical conviction
With nearly 40 years of ethical investing experience and over $13 billion under management, we combine institutional-quality portfolio construction with deep thematic insight to deliver long-term returns.
True-to-label ethical integration across every asset class
Every asset in our portfolios — from equities to fixed income, property to alternatives — is selected and managed within our proprietary ethical framework. It’s ethics done right.
Practical and scalable for advisers
Our Multi-Asset Funds help you confidently respond to growing demand for responsible investing. They take the complexity out of constructing ethical portfolios and reduce the risk of greenwashing — giving you back time to focus on your clients.
How we build ethical portfolios
Ethical foundation
We apply our high-conviction ethical frameworks and criteria across all asset classes – guiding all investment decisions.
True diversification
Our portfolios are diversified across Australian and global equities, fixed income, property and alternatives —balancing risk and return drivers.
Active, purposeful allocation
We combine macro views with bottom-up insights to adapt portfolios to changing market conditions.
Thematic insights
We seek future-focused opportunities aligned with structural megatrends such as decarbonisation and the circular economy.
Portfolio outcomes
We aim to deliver risk-aware, ethically aligned portfolios with long-term return potential and reduced+ exposure to harmful industries and practices.
Navigating markets with confidence
In today’s unpredictable world, building resilient, forward-looking portfolios takes more than just strategic allocation. Here, our Investment team shares how our Multi-Asset Solutions combine deep ethical integration, macro insight and asset-class diversification — helping advisers deliver performance and purpose with confidence.
A total portfolio solution for every client
Rated for quality
We're proud that our Multi-Asset Fund range has been rated "Recommended" by Lonsec Research Pty Ltd. and Zenith Investment Partners.
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Get in touch
Contact a member of our Adviser Relationship Team today if you would like to learn more about responsible investing or our range of ethical investments.
Contact a BDMThe rating published on 04/2025 for AUG0020AU Australian Ethical High Growth Fund (Wholesale), AUG0017AU Australian Ethical Balanced Fund (Wholesale), AUG7454AU Australian Ethical Moderate Fund (Wholesale), AUG6267AU Australian Ethical Conservative Fund (Wholesale) is issued by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec Research). Ratings are general advice only and have been prepared without taking account of investors’ 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 Research assumes no obligation to update. Lonsec Research uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2025 Lonsec. All rights reserved.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating AUG0020AU Australian Ethical High Growth Fund (Wholesale), AUG0017AU Australian Ethical Balanced Fund (Wholesale), AUG7454AU Australian Ethical Moderate Fund (Wholesale), AUG6267AU Australian Ethical Conservative Fund (Wholesale) assigned September 2024) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.