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Investing via SMA

Our Australian Shares Portfolio is available on Praemium and Hub24.

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Combining market-leading* ethics and active management

For over 35 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.

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Ethical approach

Our investment philosophy is centred around the 23 principles of our Ethical Charter that seeks out positive investments and avoids harm.

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Aligning with clients’ values

Suitable for clients who are looking for an active ethical investment approach, that applies both a negative and positive screen.

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Award-winning active management

This model leverages the team, process and 20+ year track record of our award winning Australian Shares Fund.

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, IT and renewables.

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Portfolio overview

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

Download SMA flyer

Now available on



Our managed funds and SMA strategy are available on a number of platforms.

Find out more about platform availability here.

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Unique investing approach

Mark Williams, our Equities Analyst, goes in-depth with Peter White from The Inside Network on ‘Investing ethically in Australian equities.’

watch video

Award-winning managed funds



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Financial Standard Leadership Awards

Australian Ethical Australian Shares Fund - Winner ESG Australian Equities 2021


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Money Management Fund Manager of the Year 2021

Australian Ethical Australian Shares Fund - Winner Responsible Investments


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Lonsec Research Rating**

Recommended for Australian Ethical Australian Shares Fund, Emerging Companies Fund and Australian Shares Portfolio (SMA)


Learn More

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 BDM

*In November 2020, Morningstar named Australian Ethical as one of just six global leaders, out of 40 asset managers assessed for ESG commitment. Australian Ethical was the only Australian asset manager to achieve this rating. Based on the second assessment (May 2021), one further
asset manager was added as a “leader”, who was an Australian asset manager. Inaugural ESG assessment: The Morningstar ESG Commitment Level: Our first assessment of 100-plus strategies and 40 asset managers, second assessment: The Morningstar ESG Commitment Level: Our second assessment of 140 strategies and 31 asset managers © 2020/1 Morningstar, Inc. All rights reserved.

**The rating issued 09/2021 for the Australian Shares Portfolio 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. 2021 Lonsec. All rights reserved.

*Past performance is not a reliable indicator of future performance. 

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, present and emerging and thank them for protecting Country since time immemorial.