Quarterly update – September 2025

Elevated equity market valuations demand discipline – and a sharp eye for undervalued opportunities.

Fund Updates

Active Equities

Australian Shares Fund

Emerging Companies Fund

High Conviction Fund

High Conviction SMA

Multi-Asset

Multi-Asset Funds

Systematic Equities

Diversified Shares Fund

International Shares Fund

Fixed Income

Fixed Income Funds

Private Markets

Infrastructure Debt Fund

See past commentaries

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.

Monthly reports

Australian Ethical offices are located on the lands of the Gadigal and Wurundjeri People.
Australian Ethical acknowledges the Traditional Owners of the countries on which we work, 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