Award-winning managed funds

Over 27,000 Australians already invest with Australian Ethical

What is a managed fund?


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.

Our approach

Positive, competitive investments

Australian Ethical Charter Companies We Invest In

Good investments in areas such as:

Clean Energy

Sustainable Products

Medical Solutions

Innovative Technology

Responsible Banking



Energy Efficiency


Aged Care

We avoid companies involved in:


Coal Seam Gas







Human Rights Abuses

Harmful Products

Karma delivers dividends


Diversified Shares Fund ranked 1st/18 over 5 years


Australian Shares Fund ranked 1st/50 over 10 years


Cash Fund ranked 2nd/19 over 5 years

Source: Mercer Investment Performance Survey, August 2016


Returns as at 30 September 2016 1 month 3 month 6 month 1 year 3 year 5 year 10 year Since inception
Balanced (1.0%) 2.7% 5.6% 8.3% 7.8% 9.9% 4.3% 6.7%
Australian Shares (0.1%) 7.8% 12.3% 17.9% 13.5% 17.1% 9.8% 10.2%
Diversified Shares (1.8%) 2.8% 6.4% 12.3% 10.7% 15.2% 4.5% 8.3%
International Shares (1.6%) 3.4% 5.8% 3.0% 10.1% 14.2% n/a 0.5%
Emerging Companies (0.1%) 10.0% 15.1% 21.9% n/a n/a n/a 21.8%
Cash 0.1% 0.5% 1.0% 1.6% 2.1% 3.1% 3.9% 4.2%
Fixed Interest (0.3%) 0.7% 3.2% 4.2% 4.9% n/a n/a 4.8%
Property 0.1% 0.4% 0.8% 1.4% (0.0%) (0.6%) n/a 0.1%
Advocacy (1.8%) 2.8% 6.4% 12.2% 10.6% 14.6% n/a 9.9%

Past performance is not an indicator of future performance. Related information: Returns in detail and Wholesale fund returns

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.

Invest Now – Getting Started is Easy

Award-winning managed funds

Track your investments 24/7 in our secure investor access site

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General information only
This information is general information only and does not take account of your individual investment objectives, financial situation or needs. Before acting on it, consider seeking independent financial advice.