Avoid Dying Industries
While other investment managers may be investing heavily in industries with an uncertain future (like coal), we’re making positive, profitable investments for the future.
Less Bad, More Good
Having unethical investments excluded from our ‘investable universe’ doesn’t lead to lower performance potential; it just means there is more money available to make positive, profitable investments.
Good Investments In The Future
We invest in clean energy, medical solutions, innovative technology, sustainable products, healthcare, energy efficiency and more.
|Retail Fund Returns to
31 May 2015
|1 year||3 years (pa)||5 years (pa)||10 years (pa)||Since Inception (pa)|
|Fixed Interest Fund||6.1%||n/a||n/a||n/a||5.2%|
|Australian Shares Fund||22.3%||19.5%||12.2%||10.0%||10.1%|
|Diversified Shares Fund||17.6%||22.0%||10.7%||6.2%||8.7%|
|International Shares Fund||18.5%||24.3%||8.1%||n/a||0.5%|
|Wholesale Fund Returns to
31 May 2015
|1 year||3 years (pa)|
|Fixed Interest Fund (Wholesale)||7.0%||n/a|
|Australian Shares Fund (Wholesale)||24.3%||21.2%|
|Diversified Shares Fund (Wholesale)||19.1%||23.6%|
|Advocacy Fund (Wholesale)||19.0%||22.5%|
Past performance is not an indicator of future performance.
Calculating Returns – Managed Funds
Total returns are calculated:
- Using the sell (exit) price
- Net of administration and investment management fees
- Gross of tax
- As if distributions of income have bene reinvested at the actual distribution reinvestment price
The actual returns received by an investor will depend on the timing, buy and exit prices of individual transactions.
General information only
This information is general information only and does not take account of your individual investment objectives, financial situation or needs. Before acting on it, consider seeking independent financial advice.