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Managed Fund Reports

Annual reports for investors

    2020

  • 2020 Managed Fund Annual Report – Advocacy Fund

  • 2020 Managed Fund Annual Report – Australian Shares Fund

  • 2020 Managed Fund Annual Report – Balanced Fund

  • 2020 Managed Fund Annual Report – Diversified Shares Fund

  • 2020 Managed Fund Annual Report – Emerging Companies Fund

  • 2020 Managed Fund Annual Report – Fixed Interest Fund

  • 2020 Managed Fund Annual Report – Income Fund

  • 2020 Managed Fund Annual Report – International Shares Fund

    2019

  • 2019 Managed Fund Annual Report – Advocacy Fund

  • 2019 Managed Fund Annual Report – Australian Shares Fund

  • 2019 Managed Fund Annual Report – Balanced Fund

  • 2019 Managed Fund Annual Report – Diversified Shares Fund

  • 2019 Managed Fund Annual Report – Emerging Companies Fund

  • 2019 Managed Fund Annual Report – Fixed Interest Fund

  • 2019 Managed Fund Annual Report – Income Fund

  • 2019 Managed Fund Annual Report – International Shares Fund

    2018

  • 2018 Managed Fund Annual Report – Advocacy Fund

  • 2018 Managed Fund Annual Report – Australian Shares Fund

  • 2018 Managed Fund Annual Report – Balanced Fund

  • 2018 Managed Fund Annual Report – Income Fund

  • 2018 Managed Fund Annual Report – Diversified Shares Fund

  • 2018 Managed Fund Annual Report – Emerging Companies Fund

  • 2018 Managed Fund Annual Report – Fixed Interest Fund

  • 2018 Managed Fund Annual Report – International Shares Fund

    2017

  • 2017 Managed Fund Annual Report – Advocacy Fund

  • 2017 Managed Fund Annual Report – Australian Shares Fund

  • 2017 Managed Fund Annual Report – Balanced Fund

  • 2017 Managed Fund Annual Report – Diversified Shares Fund

  • 2017 Managed Fund Annual Report – Emerging Companies Fund

  • 2017 Managed Fund Annual Report – Fixed Interest Fund

  • 2017 Managed Fund Annual Report – Income Fund (formerly known as Cash Fund)

  • 2017 Managed Fund Annual Report – International Shares Fund

    2016

  • 2016 Managed Fund Annual Report – Advocacy Fund

  • 2016 Managed Fund Annual Report – Australian Shares Fund

  • 2016 Managed Fund Annual Report – Balanced Fund

  • 2016 Managed Fund Annual Report – Cash Fund

  • 2016 Managed Fund Annual Report – Diversified Shares Fund

  • 2016 Managed Fund Annual Report – Emerging Companies Fund

  • 2016 Managed Fund Annual Report – Fixed Interest Fund

  • 2016 Managed Fund Annual Report – International Shares Fund

  • 2016 Managed Fund Annual Report – Property Trust

    2015

  • 2015 Managed Fund Annual Report – Advocacy Fund

  • 2015 Managed Fund Annual Report – Australian Shares Fund

  • 2015 Managed Fund Annual Report – Balanced Fund

  • 2015 Managed Fund Annual Report – Cash Fund

  • 2015 Managed Fund Annual Report – Diversified Shares Fund

  • 2015 Managed Fund Annual Report – Fixed Interest Fund

  • 2015 Managed Fund Annual Report – International Shares Fund

  • 2015 Managed Fund Annual Report – Property Trust

    2014

  • 2014 Managed Fund Annual Report – Advocacy Fund

  • 2014 Managed Fund Annual Report – Balanced Trust

  • 2014 Managed Fund Annual Report – Cash Trust

  • 2014 Managed Fund Annual Report – Fixed Interest Trust

  • 2014 Managed Fund Annual Report – International Equities Trust

  • 2014 Managed Fund Annual Report – Larger Companies Trust

  • 2014 Managed Fund Annual Report – Property Trust

  • 2014 Managed Fund Annual Report – Smaller Companies Trust

    2013

  • 2013 Managed Fund Annual Report – Advocacy Fund

  • 2013 Managed Fund Annual Report – Balanced Trust

  • 2013 Managed Fund Annual Report – Fixed Interest Trust

  • 2013 Managed Fund Annual Report – Income Trust

  • 2013 Managed Fund Annual Report – International Equities Trust

  • 2013 Managed Fund Annual Report – Larger Companies Trust

  • 2013 Managed Fund Annual Report – Property Trust

  • 2013 Managed Fund Annual Report – Smaller Companies Trust

  • 2013 Managed Fund Annual Report – World Trust

    2012

  • 2012 Managed Funds Annual Report

  • 2012 Important letter from Managing Director of Australian Ethical

  • 2012 Managed Funds Year in Review newsletter

  • 2012 Market Update

    2011

  • 2011 Managed Funds Year in Review

  • 2011 Climate Advocacy Fund Annual Report

  • 2011 Managed Funds Annual Report

    2010

  • 2010 Managed Funds Annual Report

  • 2010 Managed Funds Year in Brief

  • 2010 Super and Managed Funds Half Year Report

    2009

  • 2009 Managed Funds Annual Report

  • 2009 Managed Funds Half Year Report

  • 2009 Managed Funds Year in Brief

    2008

  • 2008 Managed funds Annual Report

  • 2008 Managed Funds Half Year Report

  • 2008 Managed Funds Year in Brief

    2007 Documents

  • 2007 Managed Funds Annual Report

  • 2007 Managed Funds Half Year Report

  • 2007 Managed Funds Year in Brief

    2006 Documents

  • 2006 Managed Funds Annual Report

  • 2006 Managed Funds Year in Brief

    2005 Documents

  • 2005 Managed Funds Annual Report

  • 2005 Managed Funds Half Year Report

  • 2005 Managed Funds Year in Brief

This website provides you with general information only and does not take account of your individual investment objectives, financial situation or needs. Before acting on it, consider its appropriateness to your circumstances and read the Financial Services Guide and the Product Disclosure Statement relevant to the product which is available on our website.

You should consider seeking advice from an authorised financial adviser before making an investment decision. Past performance is not a reliable indicator of future performance. 

© 2020 Australian Ethical Investment Ltd (ABN 47 003 188 930, AFSL 229949).  

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