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2023 year in review

The performance of investment markets was largely characterised by rising interest rates for much of 2023. But it was the expectation of potential interest rate cuts in 2024 that led to a rally in risk assets towards the end of the year.

We believe our future-focused portfolios are well placed to perform against a backdrop of lower expected interest rates, but we continue to stick to our valuation discipline as we navigate economic and political uncertainties in the year ahead.

Expert analysis

The sentiment shift that occurred in local equity markets towards the end of 2023 sent some shares soaring, but it will be fundamentals driving valuations in the next 12 months. Hear from our portfolio managers what defines good growth-oriented valuation opportunities in 2024.

Managed Fund monthly updates

Our monthly fund reports provide investors with a quick snapshot of each of our managed funds, including investment objectives, up-to-date total performance, performance against benchmark, fees and distribution information and more.

Australian Ethical acknowledges the Traditional Owners of the country on which we work, the Gadigal people of the Eora Nation, and recognise and celebrate their continuing connection to land, waters and culture. We pay our respects to Elders past and present and thank them for protecting Country since time immemorial.

See our Reconciliation Action Plan