Our approach

Our ethical charter has been in place since 1986 guiding the way we make investments.

ethical charter

We invest in companies to have a positive impact on planet, people and animals.

Companies we invest in

We agitate for change and that means taking a stance.

Our positions

Ethical and competitive investments

Seek Investments

Clean Energy

Sustainable Products

Medical Solutions

Innovative Technology

Responsible Banking

Healthcare

Recycling

Energy Efficiency

Education

Aged Care

Avoid Investments

Coal

Coal Seam Gas

Oil

Weapons

Tobacco

Old Growth Forest Logging

Exploitation

Gambling

Human Rights Abuses

Harmful Products


Karma delivers dividends

Diversified Shares Fund Ranked - 1st/18 Over 5 Years

Diversified Shares Fund has delivered
9.9% over the last 5 years, as at 30 June 2019 (net of fees)

Australian Shares Fund Ranked - 1st/50 Over 10 Years

Australian Shares Fund has delivered
11.5% over the last 5 years, as at 30 June 2019 (net of fees)

Income Fund Ranked - 2nd/19 Over 5 Years

Balanced Fund has delivered
7.4% over the last 5 years, as at 30 June 2019 (net of fees)

Past performance is not a reliable indicator of future performance.


Returns – Managed Funds

Returns as at 30 Sep 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 0.7% 2.9% 7.8% 10.4% 7.8% 7.7% 6.9% 6.8%
Balanced (Wholesale) 0.8% 3.2% 8.3% 11.4% n/a n/a n/a 11.7%
Australian Shares 3.2% 9.7% 17.2% 15.2% 9.9% 11.6% 10.1% 10.2%
Australian Shares (Wholesale) 3.2% 9.9% 17.8% 16.2% 11.3% 13.2% n/a 15.7%
Diversified Shares 0.5% 1.9% 8.6% 11.0% 9.9% 9.7% 8.1% 8.5%
Diversified Shares (Wholesale) 0.6% 2.1% 9.2% 12.1% 11.2% 11.0% n/a 14.7%
International Shares 2.1% 3.9% 9.5% 10.5% 11.8% 10.5% 7.2% 3.2%
International Shares (Wholesale) 2.2% 4.1% 10.1% 11.6% 13.0% n/a n/a 10.3%
Emerging Companies 3.2% 10.4% 22.1% 24.2% 13.7% n/a n/a 16.0%
Emerging Companies (Wholesale) 3.3% 10.6% 22.4% 24.7% 14.5% n/a n/a 16.9%
Income 0.1% 0.3% 0.9% 1.9% 1.6% 1.7% 3.0% 3.9%
Income (Wholesale) 0.1% 0.4% 0.9% 2.1% 2.1% n/a n/a 2.1%
Fixed Interest (0.6%) 1.7% 4.5% 9.9% 3.1% 3.8% n/a 4.1%
Fixed Interest (Wholesale) (0.5%) 1.9% 4.8% 10.6% 4.0% 4.7% n/a 5.0%
Advocacy 0.5% 1.9% 8.6% 11.0% 9.9% 9.7% n/a 9.9%
Advocacy (Wholesale) 0.6% 2.1% 9.1% 12.1% 11.2% 11.0% n/a 13.6%

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.

Calculating Returns – Managed Funds

Total returns are calculated:

Past performance is not a reliable indicator of future performance.

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