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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
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Australian equities deep-dive

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

11 min watch
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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
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Moderate and Conservative Fund

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

3 min watch

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

See our Reconciliation Action Plan