Performance
Investment commentary
Check out our latest fund commentary for the financial year ended 30 June, 2026
Case studies
Explore the case studies below to learn more about some of the places we're invested in.
Our Multi-Asset fund range has been rated ‘Recommended’ by leading research house, Zenith Investment Partners.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (AUG0017AU, AUG0020AU, AUG7454AU, AUG6267AU assigned September 2024) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.
Ratings and awards are only one factor to be taken into account when deciding to invest. To consider whether a financial product is right for you, read the relevant PDS and TMD at australianethical.com.au. Issued by Australian Ethical Investment Ltd (ABN 47 003 188 930, AFSL 229 949).
Sustainability indicators
Our ethical investment approach favours companies and portfolios with stronger sustainability characteristics. The sustainability indicators presented below are for the investment by this fund in listed shares at 30 June 2025 for which we have relevant sustainability data.
These listed shares are 59% of total investments of this fund, and the indicators are not applicable to the other investments of the fund.
Sustainable Solutions Revenue Breakdown
Below is the estimated annual revenue earned by these listed companies that has been identified as contributing to sustainability goals such as the Sustainable Development Goals. The Sustainable Development Goals were set by the United Nations as a blueprint on how to achieve a better and more sustainable future. Find out more at sdgs.un.org/goals.
This is a general indication only and relates only to 59% of the investments of this option. The revenue is calculated per $1M invested in these listed shares and based on shareholdings at 30 June 2025.