Ethical investment solutions for forward-thinking advisers
Professional management. Uncompromising ethics. Portfolios built for the future.
Build future-ready portfolios
Advisers face growing demand for investments that reflect client values — and deliver long-term growth. We support forward-thinking advisers with solutions to meet that demand with confidence.
Our professionally managed ethical investment solutions help advisers craft portfolios that balance competitive returns and purpose — underpinned by our uncompromising ethical standards.
Why advisers trust us
Credible, true-to-label ethics
Ethical investing should be rigorous, not vague. Our Ethical Charter defines what we invest in, what we avoid, and how emerging risks and opportunities are assessed — giving you confidence and transparency.
Disciplined, future-ready portfolios
We target companies and sectors shaping the future — renewables, healthcare and technology — ensuring our portfolios are positioned for tomorrow’s opportunities.
Performance that delivers
Our track-record demonstrates that ethical investing can deliver competitive, long-term returns when backed by disciplined processes and expert portfolio management.1
Our solutions
Flexible options to meet a range of portfolio construction & client needs
Rated for quality
Our Australian equities, Multi-Asset and fixed income strategies have been recognised by leading research providers.2
Get expert guidance on ethical solutions
To learn more about our range of ethical investment solutions, contact a member of our Adviser Relationships Team.
Adviser resources
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.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating AUG0020AU Australian Ethical High Growth Fund (Wholesale), AUG0017AU Australian Ethical Balanced Fund (Wholesale), AUG7454AU Australian Ethical Moderate Fund (Wholesale), AUG6267AU Australian Ethical Conservative Fund (Wholesale) assigned September 2024 and AUS9041AU Australian Ethical Altius Green and Sustainable Bond Fund, AUS0071AU Australian Ethical Altius short Duration Bond Fund, AUS1392AU Australian Ethical Altius Credit Income Fund assigned June 2025 referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.