Why Australian Ethical
Our vision is to create a world where money is a force for good.
For the love of money and planet
Who said you had to choose between having a positive influence and making money?
We channel money to companies we believe are helping create a better world while also investing for the funds’ investment strategies and objectives.
Australian Shares Super option
p.a., rated no. 1 for returns over 10 years*
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According to SuperRatings Fund Crediting Rate Survey – SR50 Australian Shares Index as at 31 December 2023.
High Growth Managed Fund
p.a., rated no. 2 for returns over 10 years*
See all fund performance
According to the Mercer Investment Performance Survey of Retail-All Growth (Actual Ranking) as at 31 December 2023.
Disrupting since 1986
Australian Ethical is among the country’s original ethical investors. Since 1986, we have made ethics the starting point for all our investments.
As pioneers of ethical investing, we go deeper than mainstream environmental, social and governance (“ESG”) factors by applying a comprehensive set of ethical criteria. All our funds are screened for ethical and investment merits, with genuine regard for business impacts on people, planet and animals.
With the popularity of the sector gaining fast momentum, authenticity and transparency have never been more important.
Help shape a better tomorrow
We aim to harness the power of your money to help create real change for people, planet and animals while growing your portfolio.
100% ethically evaluated
Our Ethical Criteria apply to all portfolios to restrict+ investments in negative activities like fossil fuels, nuclear, tobacco, and support positive ones in renewables, healthcare, IT and more
77% less carbon intensive
The carbon intensity (tonnes of CO2 equivalent per dollar company revenue) for our listed share investments at 30 June 2023 is 77% lower than a mainstream share market benchmark(1,2)
4.6x clean energy solutions
Our listed share investments at 30 June 2023 have 4.6 times the investment in renewables and energy solutions than a mainstream share market benchmark(1,3)
$9M+ donated since 2000
We donate 10% of our profits (after tax and before bonus) each year through the Australian Ethical Foundation. Since 2000, we have donated $9M+ to help achieve the Foundation's vision of directing as much philanthropy as possible towards the most effective solutions addressing the climate emergency.
Investing for a brighter future
Invest with heart
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Compared to a blended sharemarket benchmark of S&P ASX200 Index (for Australian and NZ shareholdings) and MSCI World ex Australia Index (for international shareholdings). Based on shareholdings at 30 June 2023 and analysis tools provided by external sources which cover 92% of the listed companies we hold shares in by value. Listed share investments represented 63% of our total investments at that time.
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Carbon/CO2e intensity of listed companies whose shares we invest in across our funds and options, measured as tonnes CO2e per $ revenue. This should not be considered representative of individual funds or options which will have their own mix of share and other investments.
- Based on the revenue from sustainable impact solutions earned by listed companies whose shares we invest in across our funds and options, and the proportion of those listed share investments in renewables and energy solutions. This should not be considered representative of individual funds or options which will have their own mix of share and other investments. Sustainable impact data is provided by external sources and aims to measure revenue exposure to sustainable impact solutions and support actionable thematic allocations in line with the U.N. Sustainable Development Goals (SDGs), EU Taxonomy of Sustainable Activities, and other sustainability related frameworks. More information available at https://www.msci.com/documents/1296102/16472518/ESG_ImpactMetrics-cfs-en.pdf/7a03ddab-46fd-cef7-5211-c07ab992d17b