Diversified Shares Fund
Diversified Shares Fund
Overview
To provide long-term growth through investment in listed companies on Australian and international stock exchanges that meet our Ethical Criteria.
The Fund aims to track the blended index1, before taking into account fees and expenses over a 7 year period.
1 The blended index is 75% S&P/ASX 300 Accumulation Index and 25% MSCI World ex Australia Index.
The opportunity to invest in a diversified share portfolio of Australian and international companies on the basis of their social, environmental and financial credentials.
The Fund will invest in all ASX-listed securities that meet our investment, liquidity and ethical criteria. The Fund has a low level of turnover and aims to be fully invested at all times.
Fund facts
Portfolio
Performance
Investment commentary
Check out our latest fund commentary for the financial year ended 30 June, 2026
Case studies
Explore the case studies below to learn more about some of the places we're invested in.
Sustainability indicators
Our ethical investment approach favours companies and portfolios with stronger sustainability characteristics. The sustainability indicators presented below are for the investment by this fund in listed shares at 30 June 2025 for which we have relevant sustainability data.
These listed shares are 98% of total investments of this fund, and the indicators are not applicable to the other investments of the fund.
Sustainable Solutions Revenue Breakdown
Below is the estimated annual revenue earned by these listed companies that has been identified as contributing to sustainability goals such as the Sustainable Development Goals. The Sustainable Development Goals were set by the United Nations as a blueprint on how to achieve a better and more sustainable future. Find out more at sdgs.un.org/goals.
This is a general indication only and relates only to 98% of the investments of this option. The revenue is calculated per $1M invested in these listed shares and based on shareholdings at 30 June 2025.
Resources
- Product Disclosure Statement - Wholesale
- Product Disclosure Statement - Retail
- Performance and unit prices
- Distribution info
- Target Market Determination - Wholesale
- Target Market Determination - Retail
- Additional Information Booklet
- Guide to our Ethical Investment Process (Ethical Guide)
- Monthly reports
Ways to invest
Directly with Australian Ethical
Complete our online or paper application form. You may be asked for your IDs for verification purposes.
Apply now
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