Investing for the long term

When you make an investment it’s important to have a sound, long-term investment plan that will help you achieve your retirement or investment goals. It’s even more important to try and to avoid making reactive decisions. While the headlines and the 24-hour news cycle can be unsettling, at Australian Ethical we manage our portfolios with long-term performance objectives in mind, all while making your money do good. 

Don’t forget that the current negative returns for global and local share markets we’re experiencing right now are coming off the back of many years where market returns were considerably stronger than normal. Also don’t forget that short-term volatility will typically have little overall impact on long-term returns.

Market downturns, whatever their trigger, always come to an end. This crisis will be no different and when it ends, Australian Ethical will still be supporting the clean, future-building industries that will lead us to a liveable, equitable future for everyone.

However, we understand that the impact of current events can be unsettling. We also understand that everyone’s situation is different. 

To help you understand how your investments are performing, these graphs allow you to see the daily performance of all investment options in the last quarter (click to enlarge). 

Past performance is not a reliable indicator of future performance.

A little relief if you need

On 22 March 2020 the Government announced temporary changes to superannuation for people facing significant financial hardship as a result of the Coronavirus. This includes an early release of a limited amount of super, and a reduction on the minimum super drawdown rates for retirees.

It’s important to note the purpose of super is to save for your future retirement. For those who are in the position to continue to ride out these times please consider whether accessing your super  early is in your best financial interest.

COVID-19 info

Our ethical investment approach

We go far beyond environmental, social, governance (ESG) criteria while focusing on long-term growth from Australian companies that meet our Ethical Charter.

We won’t consider a company for its investment potential unless it passes through our rigorous ethical assessment process. Once it does pass that hurdle, our team has more than 100 years of combined experience managing investments on behalf of our clients.

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