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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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We believe good does better

We have a simple strategy. We believe your money does better in diversified, ethical and sustainable companies, in sectors that are growing and are future-focused. It's a strategy that’s brought us a performance track record* that we’re proud of.

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Align investments to your values

Choose ethical and responsible investments that focus on growing your money and can help support the planet

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Ethical experts

One of the pioneers of ethical investments in Australia, we’ve been investing ethically since 1986. It’s all we do

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Help your peace of mind

Help create a better financial future for you and your family with professionally managed funds. And help ensure you have a better future to enjoy it in

For more information on revenue thresholds and how we assess, visit our Ethical Guide.

Read our Ethical Guide

Progressive & ethical funds

Australian equities
High Conviction Fund High Conviction Fund
 Very high
Australian Shares Fund Australian Shares Fund
Very high
Emerging Companies Fund Emerging Companies Fund
Very high
Multi-asset / diversified
Balanced Fund Balanced Fund
Medium to high
High Growth Fund High Growth Fund
Diversified Shares Fund Diversified Shares Fund
Moderate Fund Moderate Fund
Conservative Fund Conservative Fund
Low to Medium
International equities
International Shares Fund International Shares Fund
Fixed income
Income Fund Income Fund
Very low
Fixed Interest Fund Fixed Interest Fund
Low to medium
High Conviction Fund Infrastructure Debt Fund

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Our Ethical Guide

The Guide provides in-depth insights into how we use Ethical Criteria to shape our investment decisions, and actively work to create a positive impact through our investment activities.


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 2022

Financial Standard Leadership Awards 2021

Australian Ethical Australian Shares Fund - Winner ESG Australian Equities

Money Magazine Best of the Best 2022

Australian Ethical Diversified Shares Fund - Best Australian Equities ESG Fund

Invest with heart

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Australian Ethical acknowledges the Traditional Owners of the country on which we work, the Gadigal people of the Eora Nation, and recognise and celebrate their continuing connection to land, waters and culture. We pay our respects to Elders past and present and thank them for protecting Country since time immemorial.

See our Reconciliation Action Plan