Ethical investing is not just about avoiding the negative. It’s also seeking positive investments that drive change for good through innovative companies and future-focused industries. And for over 30 years this has been our bread and nut butter.

No compromise on returns

Investments can provide financial returns while taking account of ethical considerations. Our flagship Australian Shares fund (retail) has outperformed its benchmark over the 5, 7 and 10 year period as at 30 June 2018. Past performance is not a reliable indicator of future performance.

Our Ethical Charter

All of our funds have passed our ethical and risk/return screening to seek competitive returns for our investors while doing good for the planet, people and animals.

Easy access

You can start small and build up your wealth – with as little as $500 with a regular savings plan or $1000 without.

Our history

We’ve been around for over 30 years, investing in a better future for our investors and the planet.

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We've launched our online join form to make it easy for you to invest ethically.

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Past performance is not a reliable indicator of future performance.

Returns as at 31 December 2019 1 month 3 month 6 month 1 year p.a. 3 year p.a. 5 year p.a. 10 year p.a. Since inception p.a.
Balanced (1.5%) 1.0% 3.9% 17.3% 7.9% 7.0% 7.0% 6.8%
Balanced (Wholesale) (1.5%) 1.2% 4.4% 18.3% n/a n/a n/a 10.7%
Australian Shares 0.2% 1.2% 11.0% 27.0% 9.9% 11.4% 10.1% 10.1%
Australian Shares (Wholesale) 0.3% 1.4% 11.5% 28.1% 11.2% 12.9% n/a 15.3%
Diversified Shares (2.6%) 0.8% 2.6% 22.7% 10.0% 8.4% 8.2% 8.4%
Diversified Shares (Wholesale) (2.6%) 1.0% 3.1% 23.9% 11.2% 9.7% n/a 14.3%
International Shares (1.6%) 3.7% 7.7% 27.4% 11.6% 10.1% 7.9% 3.4%
International Shares (Wholesale) (1.5%) 4.0% 8.2% 28.6% 12.8% n/a n/a 10.7%
Emerging Companies 1.2% 7.2% 18.4% 44.7% 16.3% n/a n/a 16.8%
Emerging Companies (Wholesale) 1.3% 7.4% 18.8% 45.6% 17.1% n/a n/a 17.7%
Income 0.1% 0.2% 0.5% 1.7% 1.6% 1.6% 2.9% 3.8%
Income (Wholesale) 0.1% 0.2% 0.6% 1.9% 2.0% n/a n/a 2.0%
Fixed Interest (1.7%) (1.6%) 0.1% 6.1% 3.8% 2.7% n/a 3.8%
Fixed Interest (Wholesale) (1.7%) (1.4%) 0.4% 6.7% 4.6% 3.6% n/a 4.6%
Advocacy (2.6%) 0.8% 2.6% 22.7% 10.0% 8.4% n/a 9.7%
Advocacy (Wholesale) (2.6%) 1.0% 3.1% 23.9% 11.2% 9.7% n/a 13.3%

Return of capital and the performance of your investment in the fund are not guaranteed. Past performance is not a reliable indicator of future performance.

Figures showing a period of less than one year have not been adjusted to show an annual total return. Figures for periods of greater than one year are on a per annum compound basis.

Total returns are calculated:

  • Using the sell (exit) price
  • Net of management fees
  • Gross of tax
  • As if distributions of income have been reinvested at the actual distribution reinvestment price
  • The actual returns received by an investor will depend on the timing, buy and exit prices of individual transactions.

Past performance is not a reliable indicator of future performance.

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