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Australian Ethical
Australian Shares Portfolio

Combining ethics and active management

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Ethical investment 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*.

*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.

SMA flyer

Get an overview of the portfolio including key features,
stock selection and our ethical approach.

Download

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Portfolio characteristics

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.

  • 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
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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.

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Get in touch

We're here to help financial advisers with their business.

If you or your clients want to learn more about ethical investing, our super, managed funds or
SMA model portfolio or just have a general inquiry, feel free to get in touch with the team.
We look forward to connecting with you.

CONTACT BDM