Ethical leadership

For over 30 years, we've been leading the way in ethical investments. Our rigorous ethical screening and fundamental investment analysis create a very different approach to mainstream equity portfolios. 

This is how we deliver both competitive returns and positive change for society and the environment. 

  • Ethical approach: our investment philosophy is centred around the 23 principles of our Ethical Charter that seeks out positive investments and avoids harm.
  • Aligning with client’s values: suitable for clients who are looking for an active ethical investment approach, that applies both a negative and positive screen.
  • Award-winning active management: this model leverages our flagship Australian Shares Fund with 20+ years of consistent outperformance*.

Available now on 
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Register your interest

Speak to a member of our team about the new high conviction ethical SMA strategy, helping your client to align their investments with ethics and values.

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Our ethical investment approach

We go far beyond environmental, social, governance (ESG) criteria while focusing on long-term growth from Australian companies that meet our Ethical Charter.

We won’t consider a company for its investment potential unless it passes through our rigorous ethical assessment process. Once it does pass that hurdle, our team has more than 100 years of combined experience managing investments on behalf of our clients.

Aligning to your client’s values 

Suitable for clients who are looking for an ethically active investment approach, with a focus on excluding companies that cause unnecessary harm to people, animals, society and the environment while seeking out positive future-building investments like healthcare and enabling technology.

Portfolio characteristics

  • Ethically screened and actively managed
  • A portfolio of 15 to 30 stocks with a large cap bias
  • No exposure to tobacco, gambling and fossil fuel companies
  • Higher allocations to healthcare, financials and IT
We include positive investments like:

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We exclude negative investments like:

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The award-winning team 

Our Australian Equities team has an impressive list of trophies that is growing each year. Here are some of the most recent wins.

ESG Award Logo   High Performance Award Logo

 

Available now on Praemium

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Get in touch

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If you're an adviser, I'm here to help. To learn more about the SMA strategy, ethical investing or our range of funds, feel free to get in touch with me.

I look forward to connecting with you.

Quyen Dam
Manager Adviser Relationships
02 8276 6246 | m 0431 296 779 | e qdam@australianethical.com.au

*This information has been prepared by Australian Ethical Investment Ltd (ABN 47 003 188 930, AFSL 229949) without taking into account any client's objectives, financial situation or needs. No person should act on the information without first considering whether it is appropriate to their own objectives, financial situation and needs. Past performance is not a reliable indicator of future performance. You should obtain and consider the relevant Financial Services Guide and Product Disclosure Statement relating to a product before making a decision about whether to acquire that product.