Quarterly update – March 2025

Fund commentary for the quarter ended 31 March 2025.

Updated 30 Apr 2025 | 1 min read

Investors seek safety and opportunities as uncertainty hits share markets.

One-year of Infrastructure Debt

Adam Roberts reflects on Australian Ethical’s first year of generating returns providing debt capital to social and renewable energy projects.

Market dislocation: How we are positioned

John Woods provides a perspective on the April equity market fall, and insight into how our portfolios are positioned for opportunities ahead.

Fund updates

Australian Ethical Infrastructure Debt Fund

Australian Shares Fund

Australian Shares SMA Portfolio

Diversified Shares Fund

Emerging Companies Fund

Fixed income funds

High Conviction Fund

International Shares Fund

Multi-Asset Funds

Australian Ethical offices are located on the lands of the Gadigal and Wurundjeri People.
Australian Ethical acknowledges the Traditional Owners of the countries on which we work, 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