Performance and Returns

Why can ethical investments perform better?

Avoid Dying Industries

Avoid dying industries

While other investment managers may be investing heavily in industries with an uncertain future (like coal), we’re making ethical and competitive investments for the future.

Less Bad, More Good

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 ethical and competitive investments.

Good Investments In The Future

Good investments in the future

We invest in clean energy, medical solutions, innovative technology, sustainable products, healthcare, energy efficiency and more.

Returns – Managed Funds

Returns as at 31 October 2018 1 month 3 month 6 month 1 year p.a. 3 year p.a. 5 year p.a. 10 year p.a. Since inception p.a.
Balanced (3.6%) (2.2%) 0.6% 1.8% 4.4% 6.2% 6.0% 6.6%
Balanced (Wholesale) (3.5%) (1.9%) 1.4% n/a n/a n/a n/a 2.3%
Australian Shares (6.1%) (4.8%) (0.3%) 0.4% 6.2% 9.3% 10.5% 9.7%
Australian Shares (Wholesale) (6.0%) (4.5%) 0.4% 1.7% 7.7% 11.0% n/a 14.3%
Diversified Shares (6.5%) (4.5%) (0.1%) 1.9% 5.9% 8.1% 7.5% 8.0%
Diversified Shares (Wholesale) (6.4%) (4.2%) 0.5% 3.1% 7.2% 9.5% n/a 13.8%
International Shares (5.6%) (2.3%) 0.5% 1.6% 5.3% 9.2% 5.5% 2.0%
International Shares (Wholesale) (5.5%) (2.0%) 1.1% 2.9% 6.4% n/a n/a 7.8%
Emerging Companies (6.0%) (4.8%) (0.4%) 4.8% 8.3% n/a n/a 11.2%
Emerging Companies (Wholesale) (6.2%) (4.8%) (0.1%) 5.5% 9.1% n/a n/a 12.0%
Income 0.2% 0.4% 0.8% 1.3% 1.5% 1.9% 3.1% 3.9%
Income (Wholesale) 0.2% 0.5% 1.1% 1.9% 2.1% n/a n/a 2.1%
Fixed Interest 0.4% 0.5% 1.5% 1.5% 1.4% 2.9% n/a 3.2%
Fixed Interest (Wholesale) 0.4% 0.8% 2.0% 2.6% 2.3% n/a n/a 3.9%
Advocacy (6.5%) (4.5%) (0.1%) 1.9% 5.9% 8.1% n/a 8.8%
Advocacy (Wholesale) (6.4%) (4.2%) 0.5% 3.1% 7.2% 9.4% n/a 12.6%

Explore our funds

Calculating Returns – Managed Funds

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 prices of individual transactions

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.