Balanced Fund

Why choose the Balanced Fund?

Track Record of Performance

Track record of performance

Our flagship Balanced Fund has delivered 6.5% pa since inception in 1989. Over the last 5 year to 31 December 2018, it has returned 5.6% pa (net of fees).

Diversification Across Asset Classes

Diversification across asset classes

The fund invests in Australian shares, international shares, property,
interest-bearing investments and cash.

Ethical Approach

Ethical approach

Every company in this portfolio has passed Australian Ethical’s rigorous positive and negative screening process.

The Balanced Fund in detail

Minimum investment amount
Investors that the Fund may suit

Investors seeking both income and capital growth. The Fund is suited to investors who are investing for the medium-term and have some tolerance for risk.

Risk Level: medium to high
Risk Level - Medium To High

Got questions? Contact Us

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.

This information is of a general nature and is not intended to provide you with financial advice or take into account your personal objectives, financial situation or needs. Before acting on the information, consider its appropriateness to your circumstances and read the relevant product disclosure statement (PDS) and financial services guide (FSG) available at

You may wish to seek independent financial advice from a licensed or authorised financial adviser before making an investment decision. Interests in the Australian Ethical Managed Funds are issued by Australian Ethical Investment Ltd (ABN 47 003 188 930, AFSL 229949), the Responsible Entity of the Australian Ethical managed funds.

The current benchmark may not have been the benchmark over all periods shown in the above chart and tables. The calculation of the benchmark performance links the performance of previous benchmarks and the current benchmark over the relevant time periods.

Any MSCI data used in the benchmark is the property of MSCI. No use or distribution without written consent. Data provided “as is” without any warranties. MSCI assumes no liability for or in connection with the data. See full disclaimer.

*(after tax and before bonuses)

Calculating returns – Managed Funds

Total returns are calculated:

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