Easy to manage
Rather than handling all the administration involved in holding many shares, with our ethical managed funds, you can make one transaction into a fund that includes many investments selected by our award-winning investment team.
Australian Ethical has always gone beyond ESG (environmental, social and governance criteria) with its unique combination of ethical screening. Our Ethical Charter has both positive and negative screens, which means we don’t simply avoid companies with a negative impact but we proactively seek out companies that do good.
Companies are selected for the benefits provided by their products and services and for the responsible management of their social and environmental impacts.
New investors
Existing investors
Clean Energy
Sustainable Products
Medical Solutions
Innovative Technology
Responsible Banking
Healthcare
Recycling
Energy Efficiency
Education
Aged Care
Coal
Coal Seam Gas
Oil
Weapons
Tobacco
Old Growth Forest Logging
Exploitation
Gambling
Human Rights Abuses
Harmful Products
Diversified Shares Fund has delivered 7.1% pa over 5 years to 31 December 2018 (net of fees)
Australian Shares Fund has delivered 8.9% pa over 5 years to 31 December 2018 (net of fees)
Balanced Fund has delivered 5.6% pa over 5 years to 31 December 2018 (net of fees)
| Returns as at 30 June 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 | 2.3% | 4.7% | 12.9% | 10.0% | 7.7% | 7.4% | 7.2% | 6.8% |
| Balanced (Wholesale) | 2.3% | 4.9% | 13.4% | 11.2% | n/a | n/a | n/a | 11.4% |
| Australian Shares | 1.8% | 6.9% | 14.5% | 8.4% | 9.3% | 11.5% | 10.6% | 9.9% |
| Australian Shares (Wholesale) | 1.9% | 7.1% | 15.0% | 9.6% | 10.8% | 13.1% | n/a | 14.8% |
| Diversified Shares | 3.1% | 6.6% | 19.6% | 13.3% | 10.2% | 9.9% | 9.3% | 8.5% |
| Diversified Shares (Wholesale) | 3.2% | 6.9% | 20.1% | 14.4% | 11.6% | 11.3% | n/a | 14.9% |
| International Shares | 4.4% | 5.5% | 18.3% | 12.1% | 11.7% | 9.7% | 7.5% | 2.9% |
| International Shares (Wholesale) | 4.5% | 5.7% | 18.8% | 13.3% | 12.9% | n/a | n/a | 9.9% |
| Emerging Companies | 2.1% | 10.6% | 22.2% | 15.6% | 13.5% | n/a | n/a | 14.2% |
| Emerging Companies (Wholesale) | 2.2% | 10.6% | 22.6% | 16.2% | 14.4% | n/a | n/a | 15.1% |
| Income | 0.2% | 0.5% | 1.2% | 2.0% | 1.7% | 1.7% | 3.1% | 3.9% |
| Income (Wholesale) | 0.2% | 0.6% | 1.3% | 2.3% | 2.2% | n/a | n/a | 2.1% |
| Fixed Interest | 0.9% | 2.8% | 6.0% | 8.3% | 2.7% | 3.6% | n/a | 4.0% |
| Fixed Interest (Wholesale) | 1.0% | 2.9% | 6.3% | 9.0% | 3.6% | 4.5% | n/a | 4.9% |
| Advocacy | 3.1% | 6.6% | 19.6% | 13.3% | 10.3% | 9.9% | n/a | 10.0% |
| Advocacy (Wholesale) | 3.2% | 6.9% | 20.1% | 14.4% | 11.5% | 11.2% | n/a | 13.8% |
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: