Australian Ethical Wins Money Management Award

Last night, Australian Ethical’s Smaller Companies Trust won the Responsible Investments category at the 2015 Money Management awards.

The Smaller Companies Trust was judged to be the best by Money Management, over other category finalists BT Wholesale Ethical Share Fund, and OnePath Wholesale Sustainable Investments Australian Share Trust (managed by UBS).

“This win is yet another of Australian Ethical’s achievements that really cements our place in the responsible and ethical investing sphere,” said David Macri, Chief Investment Officer at Australian Ethical.

Andy Gracey, portfolio manager for Domestic Equities at Australian Ethical, said the win is highly valued by the team at Australian Ethical. “This award is a reflection of a strong performance orientated investment team.”

“The judging was conducted by independent reserch group Lonsec, who have an excellent reputation in providing quality research on investment managers.

The Smaller Companies Trust has returned over 10% per annum since inception, far exceeding its benchmark index.

 

“The decision took into account both quantitative and qualitative factors,” said Gracey. “So it gives us great confidence moving forward that we’re performing so well across such a broad judging scale.”

Macri added that, “this award follows the recently announced ‘Recommended’ product rating for the Smaller Companies Trust by Lonsec, and demonstrates their continued confidence in Australian Ethical’s investment team and process to continue to deliver sustainable outperformance for our investors – all the while doing good for the environment and society”.

The Smaller Companies Trust recently celebrated its 20th anniversary having delivered regular upper quartile performance over the whole period. Its exceptional track record ranks it first over 7 and 10 years in Mercer’s managed fund survey (based on Mercer’s Peer Group Category as at 31 March 2015). The fund has returned over 10% per annum since inception, far exceeding its benchmark index.

For more information about the Smaller Companies Trust, see our overview of the Trust, as well as its latest monthly reports.

AEI WIN MONEY MANAGEMENT

The investment team at Australian Ethical accepting the award for best Responsible Investment, from left to right: Chief Investment Officer, David Macri; Equities Analyst, Ray Gin; Portfolio Manager – Larger Companies, Mason Willoughby-Thomas; Portfolio Manager – Domestic Equities, Andy Gracey; Equities Analyst, Tim Case; Portfolio Manager – International Equities, Nathan Lim; Equities Analyst, Tim Zhang.

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