Active equities
A disciplined, ethical approach to capturing Australia’s long‑term growth.
Where ethics meet conviction
Australian companies are transforming rapidly — reshaped by demographic shifts, technological disruption and the transition to a low‑carbon economy. Navigating this evolution requires more than broad‑market exposure. It demands a lens that identifies businesses positioned to thrive over the long term.
This approach naturally leads us toward forward‑looking industries — like healthcare, technology, renewable energy and digital infrastructure — and away from sectors that are less compatible with a sustainable future.
The result is a set of differentiated Australian equities portfolios designed to deliver resilient long‑term performance through business cycles.
How we invest
We believe the best long‑term investment performance comes from understanding both financial quality and ethical risks. Our process is designed to integrate these perspectives from the start — not as an afterthought. Our approach combines:
- Rigorous ethical assessment that highlights structural risks and emerging opportunities from more sustainable products and business practices
- Fundamental, bottom‑up research to find quality companies with enduring competitive advantages
- Benchmark‑unaware portfolio construction that captures growth right across the market spectrum
Why our approach works
Unlocking opportunities
Our portfolios are positioned for the structural shifts shaping Australia’s future - intentionally tilted toward sectors where sustainability, innovation and long‑term demand converge.
Our Active equities solutions
| Broad cap | Australian Shares Fund A broad market cap portfolio of ethically-assessed, growth-focused Australian companies driving long-term sustainable growth. |
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| Large cap | High Conviction Fund (Managed Fund and ETF) A concentrated, large cap biased Australian shares fund investing in 20-35 ethically-assessed companies. |
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| Large cap | High Conviction SMA Portfolio A concentrated, large cap biased Australian shares portfolio that invests in 15-30 ethically-assessed companies. Available on HUB24, Netwealth and Praemium. |
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| Small cap | Emerging Companies Fund Invests in high-potential Australian small/micro caps driving innovation in future growth sectors like technology and healthcare. |
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Awards & recognition
Our Active equities team
Our Impact & Ethics team
Our in-house ethics teams, conducts rigorous, independent research that guides every investment decision.
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1 Past performance is not a reliable indicator of future performance. Refer to our Managed Funds performance and ETF performance for more detailed information on performance.
2 The rating published on 10/2025 for Australian Ethical High Conviction Fund (AUG7919AU), Australian Ethical High Conviction Active ETF AUD, Australian Ethical Australian Shares Fund (Wholesale) (AUG0018AU), Australian Ethical Emerging Companies Fund (Wholesale) (AUG0027AU), Australian Ethical Australian Shares Portfolio is issued by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec Research). Ratings are general advice only and have been prepared without taking account of investors’ objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec Research assumes no obligation to update. Lonsec Research uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2025 Lonsec. All rights reserved.
3 Please refer to our website for the specific awards we have won, including the specific categories.
+ Our investment restrictions include some thresholds. Thresholds may be in the form of an amount of revenue that a business derives from a particular activity, but there are other tolerance thresholds we can use depending on the nature of the investment. We apply a range of qualitative and quantitative analysis to the way we apply thresholds. For example, we may make an investment where we assess that the positive aspects of the investment outweigh its negative aspects. For information on how we make these assessments for a range of investment sectors and issues such as fossil fuels, nuclear power, gambling, tobacco, human rights, and many others, please read our Ethical Guide.