Emerging Companies Fund

About the fund

Emerging companies, exciting futures

When you’re navigating share markets with elevated valuations, it pays to be different.

Our Emerging Companies Fund (the ‘Fund’) has a pulse on future-focused sectors like technology, healthcare and renewables, directing capital to small and microcap companies with high growth potential. We like companies that have global aspirations – with revenue streams and addressable markets considerably larger than Australia.

1 As at 30 June 2026 for the Australian Ethical Emerging Companies (Wholesale) Fund. Inception date: 30/06/2015. Benchmark: S&P/ASX Small Industrials Total Return Index. Past performance is not a reliable indicator of future performance. Refer to our Managed Funds performance, Super performance, Pension performance and ETF performance for more detailed information on performance, including what we mean by "healthy" or "strong".

Expert insights

Overview

Objective

To provide long-term growth by investing in small capitalisation companies that meet our Ethical Criteria.

The Fund aims to significantly exceed the return of the S&P/ASX Small Industrials Total Return Index after taking into account management costs over a 7 year period.

Investment Strategy

The opportunity to invest in a diversified portfolio of shares in small capitalisation companies on the basis of their social, environmental and investment credentials.

The Fund utilises an active stock-picking management style with stocks selected for capital growth rather than income. All stocks are chosen on the basis of relative value where we deem the risks are being adequately priced.

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Fund facts

Portfolio

Performance

Investment commentary

Check out our latest fund commentary for the financial year ended 30 June 2026

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Case studies

Explore the case studies below to learn more about some of the places we're invested in.

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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 92% 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 92% of the investments of this option. The revenue is calculated per $1M invested in these listed shares and based on shareholdings at 30 June 2024.

Resources

Ways to invest

Directly with Australian Ethical

Complete our online or paper application form. You may be asked for your IDs for verification purposes.

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Through a platform

You could also invest through a range of platforms, which are typically used by advisers. If you don’t have an adviser but would like to find one, visit the Responsible Investment Association Australasia or the Financial Planning Association.

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If you would like to find out more about our Emerging Companies Fund, fill in your details below and our Business Development team will be in touch.

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