Australian Shares Fund

Overview

Objective

To provide long-term growth focusing on Australian companies that meet our Ethical Criteria.

The Fund aims to significantly exceed the return of the blended index¹ after taking into account management costs over a 7 year period.

1 The blended index is 65% of the S&P/ASX 100 Accumulation Index and 35% of the S&P/ASX Small Ordinaries Accumulation Index.

Investment Strategy

The opportunity to invest in a diversified share portfolio of companies predominately listed on the ASX and selected on the basis of their social, environmental and financial credentials.

The Fund utilises an active stock-picking management style with stocks generally selected for growth rather than income, with a bias towards smaller capitalisation stocks listed on the ASX. All stocks are chosen on the basis of relative value where we deem the risks are being adequately priced.

The Fund may also use derivatives for portfolio management purposes including managing cash flows, obtaining and maintaining market exposure, transition management and currency management.

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Features & benefits

Over 30 years of ethical investing

For more than three decades our Australian Shares Fund has invested in companies that meet our Ethical Criteria while delivering competitive returns.

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Fund facts

Portfolio

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Performance

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Investment commentary

Check out our latest fund commentary for the financial year ended 30 June, 2026

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Case studies

Explore the case studies below to learn more about some of the places we're invested in.

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Sustainability indicators

Our ethical investment approach favours companies and portfolios with stronger sustainability characteristics. The sustainability indicators presented below are for the investment by this fund in listed shares at 30 June 2025 for which we have relevant sustainability data.

These listed shares are 91% of total investments of this fund, and the indicators are not applicable to the other investments of the fund.

Sustainable Solutions Revenue Breakdown

Below is the estimated annual revenue earned by these listed companies that has been identified as contributing to sustainability goals such as the Sustainable Development Goals. The Sustainable Development Goals were set by the United Nations as a blueprint on how to achieve a better and more sustainable future. Find out more at sdgs.un.org/goals.

This is a general indication only and relates only to 91% of the investments of this fund. The revenue is calculated per $1M invested in these listed shares and based on shareholdings at 30 June 2025.

Documents

Ways to invest

Directly with Australian Ethical

Complete our online or paper application form. You may be asked for your IDs for verification purposes.

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Through a platform

You could also invest through a range of platforms, which are typically used by advisers. If you don’t have an adviser but would like to find one, visit the Responsible Investment Association Australasia or the Financial Planning Association.

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