Skip to main content
Popular searches
Individual
Super & Pension
Australian Ethical members
Managed Funds
All managed funds (except Altius)
Individual investors InvestorServe (all investor types)
Altius fixed income funds
Adviser
Super & Pension Managed funds
All managed funds (except Altius) Altius fixed income funds
Employer
Australian Ethical employers
Super Managed funds & ETF Pension
Back

Spotlight: Australian Shares SMA Portfolio

Join Mark Williams as he unveils the key drivers behind the recent performance of our Australian Shares SMA Portfolio.
Published 29 Aug 2023   |   11 min watch

Topics covered:

  • Investment objective & strategy
  • FY23 performance
  • Stock selection
  • Stock research & analysis
  • Top holdings
  • Key industry & sector exposures
  • ESG & ethical analysis
  • Risk management
  • Recent additions & exclusions
Tags
Explore
DeepDiveSeries-AG-1693270698870.jpg

Australian equities deep-dive

Andy Gracey discusses the intricacies of managing our ethical Australian equity portfolios through market cycles.

11 min watch
ShortLongPerformance_Hero-Mobile-1707867864061.jpg

Weighing up short and long-term performance

Market ups and downs are a normal part of investing and something our investment team is prepared for.

10 min read
ModFund-John_Thumb-1708403149933.jpg

Moderate and Conservative Fund

John Woods shares insights on why investors might consider the newly launched moderate and conservative fund.

3 min watch