Award-winning managed funds

Over 35,000 Australians already invest with Australian Ethical

What is a managed fund?

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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.

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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).

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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.

Our approach

Positive, competitive investments

Australian Ethical Charter Companies We Invest In Our positions

Good Investments

Clean Energy

Sustainable Products

Medical Solutions

Innovative Technology

Responsible Banking

Healthcare

Recycling

Energy Efficiency

Education

Aged Care

Avoid Investments

Coal

Coal Seam Gas

Oil

Weapons

Tobacco

Native Forest Logging

Exploitation

Gambling

Human Rights Abuses

Harmful Products

Karma delivers dividends

#1

Diversified Shares Fund ranked 1st/18 over 5 years

#1

Australian Shares Fund ranked 1st/50 over 10 years

#2

Income Fund ranked 2nd/19 over 5 years

Source: Mercer Investment Performance Survey, August 2016

Returns

Returns as at 31 October 2017 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 3.0% 3.9% 3.8% 9.8% 7.0% 9.3% 4.1% 6.7%
Australian Shares 1.9% 3.1% 4.1% 9.3% 11.4% 13.8% 7.7% 10.1%
Diversified Shares 4.8% 5.6% 4.4% 14.3% 8.3% 14.0% 4.1% 8.3%
International Shares 5.0% 8.3% 7.6% 20.8% 11.8% 17.9% 2.1% 2.1%
Emerging Companies 1.6% 2.1% 4.3% 7.3% n/a n/a n/a 14.0%
Income 0.2% 0.4% 0.8% 1.7% 1.7% 2.4% 3.5% 4.1%
Fixed Interest 1.0% 0.4% 0.6% 0.1% 2.4% 3.2% n/a 3.5%
Property 0.1% 0.4% 0.7% 1.4% 1.0% (1.6%) n/a 0.3%
Advocacy 4.9% 5.6% 4.5% 14.4% 8.2% 12.5% n/a 9.8%

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:

  • Using the sell (exit) price
  • Net of administration and investment management fees
  • Gross of tax
  • As if distributions of income have been reinvested at the actual distribution reinvestment price

The actual returns received by an investor will depend on the timing, buy and exit prices of individual transactions.