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Portfolio Holdings Disclosure

Portfolio Holdings Disclosure

Your money builds the world around you today and your super is building the world you’ll retire into, the one that future generations will inherit.

Australian Ethical has always made its investments public and has always been comfortable that some of them may not be for everyone. Our Portfolio Holdings Disclosure takes this to a deeper level so you can see exactly where your money is invested.

We’ve also always been about returns and as a successful investment manager we walk the talk that making money and doing good is not hard. But returns aren’t enough in driving the change and influence we need. That’s why as active shareholders we engage with the companies we invest in to push them to improve; through our ethical stewardship we advocate for meaningful change, while our Foundation helps to unleash the power of innovative climate solutions.

So dive in and have a look because when it comes to Super, you want your future to be in safe hands.

Christian Super members were transferred to Australian Ethical Super through a ‘Successor Fund Transfer’ (SFT) on the 25th of November 2022. Most of the assets that didn’t align with our Charter were sold prior to SFT, however there are some non-aligned investments that we will dispose of in accordance with a prudent investment realisation process. These investments are primarily fund investments managed by external managers, including private equity, infrastructure and private debt funds and can’t be sold immediately.

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Australian Ethical acknowledges the Traditional Owners of the country on which we work, the Gadigal people of the Eora Nation, and recognise and celebrate their continuing connection to land, waters and culture. We pay our respects to Elders past and present and thank them for protecting Country since time immemorial.

See our Reconciliation Action Plan