Investing via SMA
Our Australian Shares Portfolio is available on Praemium and Hub24.
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.
Aligning with clients’ 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 the team, process and 20+ year track record of our award winning Australian Shares Fund.
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.
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.
Award-winning managed funds
Financial Standard Leadership Awards
Australian Ethical Australian Shares Fund - Winner ESG Australian Equities 2021
Money Management Fund Manager of the Year 2021
Australian Ethical Australian Shares Fund - Winner Responsible Investments
Lonsec Research Rating**
Recommended for Australian Ethical Australian Shares Fund, Emerging Companies Fund and Australian Shares Portfolio (SMA)
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.