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Super Managed Funds Pensions

We have eight managed funds ready-made for you to pick from to suit your needs. Each have different risk profiles for you to choose from based on your financial objectives, personal financial situation.

Risk/return profiles of the Australian Ethical Managed Funds

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This chart represents the potenial risk and return characteristics of our Managed Funds. It is not a forecast of actual risk or returns. The scale is indicative only.

Defensive Neutral Growth Investor
With a short-investment timeframe you seek to conserve capital and ensure stable income. With a medium-term investment timeframe you seek lower volatility, but with some growth and income. With a longer-term investment timeframe you are able to accept higher risk, seek growth and are not reliant on income produced by your investments.

Why choose the Emerging Companies Fund?

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Performance

Australian Ethical has a strong track record of selecting ethical and competitive investments.

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Small companies, big opportunities

The fund invests in small and micro companies with significant upside potential for growth.

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Ethical approach

Every company in this portfolio has passed Australian Ethical’s rigorous positive and negative screening process.

Minimum investment amount
  • Retail: $1,000, or $500 if you start a regular investment plan of at least $100 per month.
  • Wholesale: $25,000.
Investors that the Fund may suit

Investors seeking capital growth through an exposure to small capitalisation companies. The Fund is suited to investors with a longer timeframe and higher risk tolerance.

More information is available in the fund’s product disclosure statement and the additional information booklet.

Recommended minimum investment timeframe

7 years
Risk level Very high

 

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Why choose the International Shares Fund?

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Performance

Australian Ethical has a track record of selecting ethical and competitive investments.

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Large diversified portfolio

Broad based portfolio that provides exposure to companies all around the world based on their social, environmental and financial credentials.

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Ethical approach

Every company in this portfolio has passed Australian Ethical’s rigorous positive and negative screening process.

Minimum investment amount
  • Retail: $1,000, or $500 if you start a Regular Investor Plan of at least $100 per month.
  • Wholesale: $25,000.
Investors that the Fund may suit

Investors seeking to invest in a diversified portfolio of international companies, on the basis of their social, environmental and financial credentials.

More information is available in the fund’s product disclosure statement and the additional information booklet.

Risk level High

 

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Why choose the Australian Shares Fund?

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Track record of performance

The Fund has delivered 10.5% p.a. since inception (1994) and 11.3% over the last 5 years to 31 December 2020 (net of fees).

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Take advantage of global trends

The fund invests in industries like IT, health services, efficiency and biotechnology leveraged to global growth opportunities.

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Ethical approach

Every company in this portfolio has passed Australian Ethical’s rigorous positive and negative screening process.

Minimum investment amount
  • Retail: $1,000, or $500 if you start a regular investment plan of at least $100 per month.
  • Wholesale: $500,000 across all Australian Ethical Managed Funds, and $25,000 within the Australian Shares Fund.
Investors that the Fund may suit

Investors seeking capital growth through an exposure to Australian shares. The Fund is suited to investors that have a longer investment timeframe and a higher risk tolerance.

More information is available in the fund’s product disclosure statement and the additional information booklet.

Risk level Very high

 

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Why choose the Diversified Shares Fund?

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Performance

The Fund has delivered 8.4% p.a. since inception (1997) and 8.6% over the last 5 years to 31 December 2020 (net of fees).

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Diversification across asset classes

Invest in a diversified share portfolio of Australian and international companies on the basis of their social, environmental and financial credentials.

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Ethical approach

Every company in this portfolio has passed Australian Ethical’s rigorous positive and negative screening process

Minimum investment amount
  • Retail: $1,000, or $500 if you start a regular investment plan of at least $100 per month.
  • Wholesale: $25,000.
Investors that the Fund may suit

Investors seeking capital growth through an exposure to shares in Australian and international companies. The Fund is suited to investors with a longer investment timeframe and a higher risk tolerance.

More information is available in the fund’s product disclosure statement and the additional information booklet.

Risk level High

 

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Invest for change through advocacy

The Advocacy Fund is a unique and innovative fund, that is predominantly made up of the same companies in our ethically-screened Diversified Shares Fund, but it also has provision to buy shares in companies that don’t pass our ethical charter for the purposes of advocacy.

Minimum investment amount
  • Retail: $1,000, or $500 if you start a regular investment plan of at least $100 per month.
  • Wholesale: $25,000.
Investors that the Fund may suit

Investors seeking capital growth through an exposure to shares in Australian and international companies. The Fund is suited to investors with a longer investment timeframe and a higher risk tolerance.

More information is available in the fund’s product disclosure statement and the additional information booklet.

Risk level High

 

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Advocacy commentary

Find out more about our latest advocacy actions.

Latest update

Why choose the Balanced Fund?

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Track record of performance

The Fund has delivered 6.8% p.a. since inception (1989) and 7.1% over the last 5 years to 31 December 2020 (net of fees).

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Diversification across asset classes

The fund invests in Australian shares, international shares, property, interest-bearing investments and cash.

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Ethical approach

Every company in this portfolio has passed Australian Ethical’s rigorous positive and negative screening process.

Minimum investment amount
  • Retail: $1,000, or $500 if you start a regular investment plan of at least $100 per month.
  • Wholesale: $200,000 across all Australian Ethical managed funds, and $25,000 within the Balanced Fund.
Investors that the Fund may suit

Investors seeking both income and capital growth. The Fund is suited to investors who are investing for the medium-term and have some tolerance for risk.

More information is available in the fund’s product disclosure statement and the additional information booklet.

Risk level Medium to High

 

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The Fixed Interest Fund in detail

The Fixed Interest Fund aims to provide exposure to Australian fixed interest securities that support the Australian Ethical Charter and generate income with some capital growth potential over the medium to long term.

Minimum investment amount
  • Retail: $1,000, or $500 if you start a regular investment plan of at least $100 per month.
  • Wholesale: $25,000.
Investors that the Fund may suit

Investors seeking income through a diversified portfolio of medium term duration interest-bearing investments.

More information is available in the fund’s product disclosure statement and the additional information booklet.

Risk level Medium to Low

 

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Income Fund minimum investment amount
  • Retail: $1,000, or $500 if you start a regular investment plan of at least $100 per month.
  • Wholesale: $25,000 within the Income Fund.
Investors that the Fund may suit

Investors seeking an income through a diversified portfolio of interest-bearing investments generating income.

More information is available in the fund’s product disclosure statement and the additional information booklet.

Risk level Very Low

 

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