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Invest on the bright side

Ethical investing

We have a simple strategy. We believe your money does better in diversified, sustainable, well-managed companies in the sectors that are growing and are future-focused. It's a strategy that's brought us success and performance that we're proud of.

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Increase your impact

Choose ethical and responsible investments that focus on growing your money and improving your impact on the planet.

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Ethical experts

The pioneer of ethical investments, we're 100% truly ethical. It's all we do and we do it well.

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Peace of mind

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

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8 Progressive funds

Australian Ethical has always gone beyond ESG (environmental, social and governance criteria).

We proactively seek out companies that do good. We don't simply avoid investing in companies with a negative impact.

see the range

Market-leading performance

Australian Shares Fund Wholesale ranked 2nd over 5 years (13.9%)^

Emerging Companies Fund Wholesale ranked 1st over 3 years (23.6%) and 1st over 5 years (20.1%)+

as at 31 March 2021

see our performance

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Past performance is not a reliable indicator of future performance. Australian Ethical offers a diverse range of investment options depending on your investment objective, timeframe and risk profile. You can see the options and their respective performance here.

^According to the Mercer Investment Performance Survey of the Wholesale-Equity - Australia - All Cap (Core) (Actual Ranking) as at 31 March 2021. +According to the Mercer Investment Performance Survey of the Wholesale-Equity - Australia - Small Cap (Actual Ranking) as at 31 March 2021. Information sourced from MercerInsights has been obtained from a range of third party sources. While the information is believed to be reliable, Mercer has not sought to verify it independently. As such, Mercer makes no representations or warranties as to the accuracy of the information presented and takes no responsibility or liability (including for indirect, consequential or incidental damages), for any error, omission or inaccuracy in the data supplied by any third party

More information

Performance & unit prices

Our returns are provided on an after-fee basis, so you know exactly how they performed.

Fees & costs

Most of our Retail Funds are for investors investing less than $25,000.

Monthly and Annual reports

See past Managed Fund reports. Portfolio managers' commentary is provided on a quarterly basis.

Forms and PDS

Access to Managed Funds forms and product disclosure statements.

Distribution

Investors in our funds receive distribution payments every six months.

mFunds

This service allows investors to invest through several online brokers like how individual shares are traded.

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Award-winning managed funds

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2021 Money Magazine Best of the Best Award: ESG Trailblazer

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2020 Financial Standard Investment Leadership Award: ESG - Australian Equities

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2020 Financial Standard Investment Leadership Award: High Performance - Australian Equities

Looking for more? See FAQs.

You can also find out more about legal information on the governance structure of Australian Ethical Managed Funds.

Click here to view all important updates and significant event notices.