Performance and Returns

Why can ethical investments perform better?

Mining

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.

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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.

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Good Investments In The Future

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

Returns – Managed Funds

Fund Returns to 31 July 2015 3 month 1 year 3 year 5 year 10 year Since inception
Balanced 0.9% 11.1% 12.8% 8.4% 4.8% 6.8%
Australian Shares 2.2% 18.9% 19.6% 13.0% 9.7% 10.1%
Australian Shares (Wholesale) 2.7% 20.9% 21.3% n/a n/a 20.0%
Diversified Shares 0.2% 15.4% 21.3% 10.7% 5.5% 8.5%
Diversified Shares (Wholesale) 0.5% 17.0% 22.9% n/a n/a 20.9%
International Shares 4.7% 22.5% 27.4% 8.4% n/a 0.7%
International Shares (Wholesale) n/a n/a n/a n/a n/a 4.4%
Emerging Companies n/a n/a n/a n/a n/a 4.5%
Emerging Companies (Wholesale) n/a n/a n/a n/a n/a 4.6%
Cash 0.4% 2.1% 3.2% 3.9% 4.3% 4.4%
Cash (Wholesale) n/a n/a n/a n/a n/a 0.2%
Fixed Interest -0.1% 5.1% 4.9% n/a n/a 5.0%
Fixed Interest (Wholesale) 0.2% 6.1% n/a n/a n/a 7.1%
Advocacy 0.1% 15.3% 18.7% 11.6% n/a 11.1%
Advocacy (Wholesale) 0.4% 16.7% 19.9% n/a n/a 18.4%

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.

“Ethical investments are winning… over every timeframe”

– The Australian, June 2015

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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.