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End of Financial Year (EOFY) cut-off dates and information about making contributions to your superannuation can be found here.

Managed fund options

Managed fund options

12 ethical managed fund options

We have 12 ethical managed investment options ready-made for you to pick from to suit your needs. Each have different risk profiles for you to choose from based on your financial objectives, risk tolerance and personal financial situation.

A full explanation of all the Option features including fees and costs that you may be charged for investing in the Option is provided in the Product Disclosure Statements and the fee information page. For further information about the Option and how we assess investments using our Ethical Criteria, please read the Additional Information Booklet, Target Market Determination and the Ethical Guide.

Historical risk and returns

This chart represents the potenial risk and return characteristics of our Managed Funds. It is not a forecast of actual risk or investment returns. The scale is indicative only.

Graph showing the risk level and potential return of Australian Ethical's 12 managed fund options

Defensive

With a short-investment timeframe you seek to conserve capital and ensure stable income.

Neutral

With a medium-term investment timeframe you seek lower volatility, but with some growth and income.

Growth investor

With a longer-term investment timeframe you are able to accept higher risk, seek growth and are not reliant on income produced by your investments.

Progressive & ethical funds

Australian equities
High Conviction Fund High Conviction Fund
Risk:
 Very high
Australian Shares Fund Australian Shares Fund
Risk: 
Very high
Emerging Companies Fund Emerging Companies Fund
Risk: 
Very high
Multi-asset / diversified
Balanced Fund Balanced Fund
Risk: 
Medium to high
High Growth Fund High Growth Fund
Risk: 
High
Diversified Shares Fund Diversified Shares Fund
Risk: 
High
Moderate Fund Moderate Fund
Risk: 
Medium
Conservative Fund Conservative Fund
Risk: 
Low to Medium
International equities
International Shares Fund International Shares Fund
Risk: 
High
Fixed income
Income Fund Income Fund
Risk: 
Very low
Fixed Interest Fund Fixed Interest Fund
Risk: 
Low to medium
Alternatives
High Conviction Fund Infrastructure Debt Fund
Risk:
 Medium

Invest with heart

Invest now

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