Award-winning managed funds

About us


Start investing ethically

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.

Easy to diversify

Diversification means ‘not putting all your eggs in one basket’. With a managed fund you can invest across asset classes (eg shares, property), as well as within asset classes (eg purchasing many different companies’ shares).

Easy to get started

You can start your Australian Ethical managed fund investment with as little as $1,000, or $500 with a regular investor plan.

New investors

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Existing investors

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Ethical and competitive investments

Seek Investments

Clean Energy Investment

Clean Energy

Sustainable Product Investment

Sustainable Products

Medical Investment

Medical Solutions

Investment In Innovative Technology

Innovative Technology

Responsible Banking Investment

Responsible Banking

Health Care Investment

Healthcare

Recycling Investment

Recycling

Energy Investment

Energy Efficiency

Education Investment

Education

Investing For Retirement

Aged Care

Avoid Investments

Avoid Coal Investment

Coal

Avoid Coal Steam Gas Investment

Coal Seam Gas

Avoid Oil Investment

Oil

Avoid Weapons Investment

Weapons

Avoid Tobacco Investment

Tobacco

Avoid Old Growth Forest Logging Investment

Old Growth Forest Logging

Avoid Exploitation Investment

Exploitation

Avoid Gambling Investment

Gambling

Avoid Investment Human Rights Abuses

Human Rights Abuses

Avoid Harmful Product Investment

Harmful Products


Karma delivers dividends

Diversified Shares Fund Ranked - 1st/18 Over 5 Years

Diversified Shares Fund has delivered 7.1% pa over 5 years to 31 December 2018 (net of fees)

Australian Shares Fund Ranked - 1st/50 Over 10 Years

Australian Shares Fund has delivered 8.9% pa over 5 years to 31 December 2018 (net of fees)

Income Fund Ranked - 2nd/19 Over 5 Years

Balanced Fund has delivered 5.6% pa over 5 years to 31 December 2018 (net of fees)

Past performance is not a reliable indicator of future performance.


Explore our funds


Returns – Managed Funds

Returns as at 28 February 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 3.5% 4.8% 0.5% 5.7% 7.2% 6.4% 7.5% 6.7%
Balanced (Wholesale) 3.6% 5.0% 1.0% n/a n/a n/a n/a 7.7%
Australian Shares 2.3% 2.8% (4.8%) 1.0% 9.4% 9.7% 11.6% 9.6%
Australian Shares (Wholesale) 2.4% 3.0% (4.3%) 2.2% 11.0% 11.3% n/a 14.1%
Diversified Shares 6.0% 7.6% (0.6%) 7.3% 10.0% 8.5% 9.7% 8.2%
Diversified Shares (Wholesale) 6.1% 7.8% (0.1%) 8.5% 11.4% 9.8% n/a 14.3%
International Shares 5.8% 6.1% 0.2% 8.2% 10.2% 7.9% 7.6% 2.5%
International Shares (Wholesale) 5.9% 6.4% 0.8% 9.5% 11.4% n/a n/a 8.9%
Emerging Companies 3.3% 4.0% (1.4%) 4.2% 12.3% n/a n/a 11.7%
Emerging Companies (Wholesale) 3.7% 4.5% (1.0%) 5.1% 13.3% n/a n/a 12.6%
Income 0.2% 0.5% 0.9% 1.5% 1.6% 1.8% 3.2% 3.9%
Income (Wholesale) 0.2% 0.6% 1.0% 2.0% 2.2% n/a n/a 2.1%
Fixed Interest 0.8% 2.8% 2.8% 4.7% 2.0% 3.2% n/a 3.5%
Fixed Interest (Wholesale) 0.9% 2.9% 3.1% 5.6% 2.9% 4.2% n/a 4.3%
Property 0.3% 3.5% 5.8% 6.3% 2.6% 1.5% n/a 0.8%
Advocacy 6.0% 7.6% (0.6%) 7.3% 10.0% 8.5% n/a 9.4%
Advocacy (Wholesale) 6.0% 7.8% (0.1%) 8.5% 11.3% 9.8% n/a 13.2%

Calculating Returns – Managed Funds

Total returns are calculated: