Features & benefits
Eyes on the future
Investable universe is inherently skewed towards future-building industries and sectors that we expect to benefit in a more sustainable, lower-carbon future economy.
Broad cap exposure
All cap exposure to Australian and NZ share market, that have met our ethical assessment process.
Tested in a variety of weather conditions
Over 27 years of track record in various market cycles, showing or record of being able to respond to market changes.
Performance
| Fund | Benchmark | |
|---|---|---|
| -6.3% | -4.2% | |
| -10.1% | -7.7% | |
| -4.1% | -5.9% | |
| -1.2% | 2.0% | |
| 3.3% | 8.5% | |
| 7.7% | 6.7% | |
| 9.3% | 6.7% | |
| 11.5% | 8.8% |
The performance data is updated on a monthly basis.
Total returns are calculated:
- using the sell (exit) price
- net of management fees
- gross of tax
- as if distributions of income have been reinvested at the actual distribution reinvestment price
- the actual returns received by an investor will depend on the timing, buy and exit price of individual transactions.
Figures showing a period of less than one year have not been adjusted to show an annual total return. Figures for periods of greater than one year are on a per annum compound basis.
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.
| Fund | Benchmark | |
|---|---|---|
| -6.3% | -4.2% | |
| -10.3% | -7.7% | |
| -4.4% | -5.9% | |
| -1.7% | 2.0% | |
| 2.6% | 8.5% | |
| 6.9% | 6.7% | |
| 8.1% | 6.7% | |
| 9.2% | 6.9% |
The performance data is updated on a monthly basis.
Total returns are calculated:
- using the sell (exit) price
- net of management fees
- gross of tax
- as if distributions of income have been reinvested at the actual distribution reinvestment price
- the actual returns received by an investor will depend on the timing, buy and exit price of individual transactions.
Figures showing a period of less than one year have not been adjusted to show an annual total return. Figures for periods of greater than one year are on a per annum compound basis.
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.
Investment commentary
Check out our latest Australian Shares Fund commentary for the quarter ended 30 September 2023.
Award-winning managed funds
Our award-winning# investment team has shown that an ethical approach to investing can deliver healthy* returns.
^The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.