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

Returns as at 31 October 2017 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 3.0% 3.9% 3.8% 9.8% 7.0% 9.3% 4.1% 6.7%
Australian Shares 1.9% 3.1% 4.1% 9.3% 11.4% 13.8% 7.7% 10.1%
Australian Shares (Wholesale) 2.0% 3.5% 4.9% 10.9% 13.1% 15.5% n/a 16.6%
Diversified Shares 4.8% 5.6% 4.4% 14.3% 8.3% 14.0% 4.1% 8.3%
Diversified Shares (Wholesale) 4.9% 5.9% 5.0% 15.7% 9.6% 15.5% n/a 15.7%
International Shares 5.0% 8.3% 7.6% 20.8% 11.8% 17.9% 2.1% 2.1%
International Shares (Wholesale) 5.0% 8.6% 8.1% 21.8% n/a n/a n/a 10.0%
Emerging Companies 1.6% 2.1% 4.3% 7.3% n/a n/a n/a 14.0%
Emerging Companies (Wholesale) 1.7% 2.3% 4.7% 8.2% n/a n/a n/a 14.9%
Income 0.2% 0.4% 0.8% 1.7% 1.7% 2.4% 3.5% 4.1%
Income (Wholesale) 0.2% 0.6% 1.2% 2.2% n/a n/a n/a 2.1%
Fixed Interest 1.0% 0.4% 0.6% 0.1% 2.4% 3.2% n/a 3.5%
Fixed Interest (Wholesale) 1.1% 0.7% 1.1% 1.0% 3.3% n/a n/a 4.3%
Property 0.1% 0.4% 0.7% 1.4% 1.0% (1.6%) n/a 0.3%
Advocacy 4.9% 5.6% 4.5% 14.4% 8.2% 12.5% n/a 9.8%
Advocacy (Wholesale) 4.9% 5.9% 5.0% 15.7% 9.6% 13.8% n/a 14.3%

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.
Figures showing a period of less than one year have not been adjusted to show an annual total return. Figures for periods of greater than one year are on a per annum compound basis.

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 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.