Award-winning investment team

Our in-house investment team has over 100 years combined experience and have proven that a strong ethical approach to investing does not detract from performance. Here are some of our recent accolades.

Meet the team

SR_logo_115x115-1574133369904.jpgSR_infinityaward_115x115-1574133369608.jpgSR2021_HiRes_SR50-Best-Aust-1606446498260.jpg

2020 SuperRatings Infinity Award for best sustainable super fund++
Best performing SR50 Australian shares option over 5 years 2015-2020++

2020 Financial Standard Investment Leadership Award: ESG - Australian Equities
2020 Financial Standard Investment Leadership Award: High Performance - Australian Equities

Money-Mag_BEST-ESG-TRAILBLAZER_Logo_2020-1608600927934.jpg

2021 Money Magazine Best of the Best Award: ESG Trailblazer

Our stellar Super performance

1. Our Australian Shares Option is the best performing Australian shares option over 5, 7 and 10 years as at 30 September 2020.

Australian Ethical Super’s Australian Shares option ranks no.1 over 5, 7 and 10 years according to the SuperRatings SR50 Australian Shares Index delivering returns of 10.70%, 11.02% and 10.82% p.a respectively+

2. Australian Ethical Balanced option ranked no.3 over 3 years as at 30 September 2020.

Australian Ethical Balanced option was ranked no.3 in the SuperRatings Fund Crediting Rate Survey - SR50 Balanced (60-76) Index over 3 years as at 30 September 2020 delivering a 7.39% return (5 year return is 7.12% p.a and 7 year return is 7.26% p.a)

For full details of the performance of all our super fund investment options over various time periods click here 

Join now

Our Managed Funds muscle

1. Our Australian Shares Fund (wholesale) and Australian Ethical Emerging Companies Fund (wholesale) are both rated by Lonsec^. This rating reflects Lonsec’s degree of conviction in the funds' ability to generate risk adjusted returns in line with relevant objectives.

2. Our Australian Shares Fund has been in operation since 1994 and has returned 10.5% p.a. across this period, compared to its benchmark which has returned 7.1%p.a. (as at 31 December 2020).

3. Our talented and experienced investment team have over 100 combined years of industry experience.

4. Six of our eight wholesale managed funds outperformed their respective benchmarks since inception, for the period ending 31 December 2020. 

5. 2021 Money Magazine Best of the Best Award: ESG Trailblazer

Join now

How we invest

Australian Ethical has always gone beyond ESG (environmental, social and governance criteria) with our unique ethical investment process.

Our Ethical Charter has been guiding our investment decisions. It considers positive outcomes first and then looks to avoid unnecessary harm.

When the companies pass our rigorous ethical screening process, our investment team evaluates them against the traditional risk/return investment analysis.

#Full details of the performance of all our super fund investment options over various time periods can be found here. For details on the risks and fees of investing in Australian Ethical Super, please refer to the Super Product Disclosure Statement. 

* Source: SuperRatings Fund Crediting Rate Survey as at June 2020. Australian Ethical Super’s Balanced MySuper option was ranked no.3 in the SuperRatings Fund Crediting Rate Survey – SR50 MySuper Index over 1 year delivering a 2.42% return (5 year return is 6.47% p.a and 7 year return is 7.31%). SuperRatings performance figure is net of percentage based administration and investment fees. It does not include the $97 annual fee.

+ Past performance is not a reliable indicator of future performance. Ratings or investment returns are only one factor you should consider when deciding how to invest your super. Remember, superannuation is generally a long-term investment. Full details of the performance of all our super fund investment options over various time periods can be found here. For details on the risks and fees of investing in Australian Ethical Super, please refer to the Super Product Disclosure Statement. Source: SuperRatings Fund Crediting Rate Survey as at April 2020. SuperRatings does not issue, sell, guarantee or underwrite this product. Go to www.superratings.com.au for details of its ratings criteria.

^ The Lonsec Rating (assigned for Australian Shares Fund July 2019 and for Emerging Companies Fund January 2019) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Australian Ethical Investment product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria.
For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.lonsecresearch.com.au/research-solutions/our-ratings

++ SuperRatings does not issue, sell, guarantee or underwrite this product. Go to www.superratings.com.au for details of its ratings criteria.