Features & benefits
Eyes on the future
Investable universe is inherently skewed towards future-building industries and sectors that will thrive in the new economy.
Broad cap expertise
Quality all cap exposure to Australian and NZ share market, that have met rigorous ethical assessment.
Tested in all weather conditions
Over 27 years of track record in various market cycles, proving the fund is well positioned to respond to market changes.
Performance
| Fund | Benchmark | |
|---|---|---|
| 1 Month | -5.6 % | -2.8 % |
| 3 Month | -4.9 % | 3.1 % |
| 6 Month | -9.5 % | 1.0 % |
| 1 Year P.A. | -5.7 % | 4.7 % |
| 3 Year P.A. | 11.5 % | 6.8 % |
| 5 Year P.A. | 10.7 % | 9.4 % |
| 10 Year P.A. | 13.8 % | 9.9 % |
| Since Inception P.A. | 13.7 % | 10.2 % |
| Fund | Benchmark | |
|---|---|---|
| 1 Month | -5.7 % | -2.8 % |
| 3 Month | -5.0 % | 3.1 % |
| 6 Month | -9.8 % | 1.0 % |
| 1 Year P.A. | -6.2 % | 4.7 % |
| 3 Year P.A. | 10.7 % | 6.8 % |
| 5 Year P.A. | 9.7 % | 9.4 % |
| 10 Year P.A. | 12.4 % | 9.9 % |
| Since Inception P.A. | 9.9 % | 7.3 % |
2021 in review
Check out our latest investment commentary for insights into the Australian Shares Fund, which continues to deliver strong returns for investors.
Award-winning managed fund
Certified by RIAA
Money Management Fund Manager of the Year 2021
Australian Ethical Australian Shares Fund - Winner Responsible Investments
Financial Standard Leadership Awards
Australian Ethical Australian Shares Fund - Winner ESG Australian Equities 2021
^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.