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Ethical managed funds

Investing for both profit and purpose, our managed funds seek to deliver investment returns while working to change the world for the better.

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Progressive & ethical funds

Australia icon for Australian EquitiesActive equities
High Conviction Fund – Active ETF
Risk:
 High
Australian Shares Fund
Risk: 
High
Emerging Companies Fund
Risk: 
Very high
Interlocking circles icon for multi-asset fundsMulti-asset 
Balanced Fund
Risk: 
Medium
High Growth Fund
Risk: 
High
Moderate Fund
Risk: 
Low to medium
Conservative Fund
Risk: 
Low
Globe icon for international equitiesSystematic equities
International Shares Fund
Risk: 
High
Diversified Shares Fund
Risk: 
High
Percentage icon for fixed income fundsFixed income
Income Fund
Risk: 
Very low
Bond Fund
Risk: 
Low to medium
Green and Sustainable Bond Fund
Risk: 
Low to medium
Short Duration Bond Fund
Risk: 
Low
Credit Income Fund
Risk: 
Very low
Star icon for alternativesPrivate markets
Growth Opportunities Fund
Risk:
 High
Infrastructure Debt Fund
Risk:
 Medium

Potential risk and returns

This chart represents the potenial risk and return characteristics of our Managed Funds. It is not a forecast of actual risk or investment returns. The scale is indicative only.Risk and returns chart for managed funds options

Defensive

With a short-investment timeframe you seek to conserve capital and ensure stable income.

Neutral

With a medium-term investment timeframe you seek lower volatility, but with some growth and income.

Growth investor

With a longer-term investment timeframe you are able to accept higher risk, seek growth and are not reliant on income produced by your investments.

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Award-winning managed funds

Our award-winning# investment team has shown that an ethical approach to investing can deliver healthy* returns.

Responsible Investment Association Australasia

Responsible Investment Leader 2024

Mindful Money Awards
2024-2025

Best Ethical Overseas Fund - Australian Shares Fund

Financial Standard Investment Leadership Awards

Australian Ethical Diversified Shares Fund – Winner Australian Equities: High Active Risk 2024

Ways to invest

Directly with Australian Ethical

Complete our online or paper application form. You may be asked for your IDs for verification purposes.

 

 

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Through a platform

You could also invest through a range of platforms, which are typically used by advisers. If you don’t have an adviser but would like to find one, visit the Responsible Investment Association Australasia or the Financial Planning Association.

 

See available platforms