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.
A managed fund is a professionally managed investment portfolio.
It can include investments in shares, property, fixed interest, cash and more.
Clean Energy
Sustainable Products
Medical Solutions
Innovative Technology
Responsible Banking
Healthcare
Recycling
Energy Efficiency
Education
Aged Care
Coal
Coal Seam Gas
Oil
Weapons
Tobacco
Old Growth Forest Logging
Exploitation
Gambling
Human Rights Abuses
Harmful Products
Diversified Shares Fund ranked
1st/18 over 5 years
Australian Shares Fund ranked
1st/50 over 10 years
Income Fund ranked
2nd/19 over 5 years
Source: Mercer Investment Performance Survey, August 2016
| Returns as at 31 March 2018 | 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 | (0.9%) | (1.0%) | 3.2% | 5.7% | 4.0% | 8.2% | 5.2% | 6.6% |
| Australian Shares | (1.5%) | (1.6%) | 2.4% | 5.5% | 8.1% | 12.9% | 9.9% | 9.9% |
| Diversified Shares | (2.3%) | (2.4%) | 4.9% | 6.5% | 4.0% | 11.0% | 5.9% | 8.1% |
| International Shares | (0.5%) | (0.7%) | 4.0% | 11.0% | 6.0% | 15.0% | 3.3% | 1.9% |
| Emerging Companies | 0.4% | 1.1% | 8.0% | 11.3% | n/a | n/a | n/a | 14.3% |
| Income | 0.0% | 0.2% | 0.6% | 1.4% | 1.5% | 2.1% | 3.4% | 4.0% |
| Fixed Interest | 0.7% | 0.5% | 1.6% | 1.8% | 0.9% | 3.1% | n/a | 3.4% |
| Property | 0.0% | 0.0% | (0.6%) | 0.1% | 0.8% | 0.1% | n/a | 0.2% |
| Advocacy | (2.3%) | (2.4%) | 5.0% | 6.6% | 4.0% | 9.7% | n/a | 9.2% |
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: