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30+ years of professional investment experience

We’ve been around for over 30 years, investing in a better future for our investors and the planet.

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Ethical investment approach

All of our funds have passed our ethical screening and risk/return analysis to seek out companies that do good for people, planet and animals.

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Sustainable growth

Our flagship Australian Shares fund (retail) has outperformed its benchmark over the 5 and 10 year period as at 31 March 2020. (Past performance is not a reliable indicator of future performance.)

How we invest

Our in-house Ethical Research team monitors companies for their ethical and environmental behaviours and social impacts. When the companies pass our rigorous ethical screening process, our investment team uses their 100+ years of combined investment experience to manage our funds.

The outcome of our negative and positive screening is a portfolio that has:

  • Nil investment in fossil fuels companies1
  • Share investments produced 70% less CO2 than benchmark2
  • 6x more investments in renewable power generation than the global market3

Award winning investment team

Our in-house investment team has over 100 years combined experience and have proven that a strong ethical approach to investing does not detract from performance. Here are some of our recent accolades.

2020 Financial Standard Investment Leadership Award: ESG - Australian Equities
2020 Financial Standard Investment Leadership Award: High Performance - Australian Equities

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2019 Money Management Fund Manager of the Year: Responsible Investments (Australian Shares Fund – Wholesale)

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2020 SuperRatings Infinity Award for best sustainable super fund3

Positive impact

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Giving back 10% to the community

Each year, we distribute 10% of our yearly after-tax profits (before deducting bonuses) to charitable organisations and social impact initiatives through the Australian Ethical Foundation. We provide financial support to not-for-profit organisations that contribute to humanitarian, environmental and animal welfare efforts in Australia and abroad.

See the impact

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Advocacy influence

Investors have a loud and powerful voice. We connect with companies to raise concerns and advocate for positive change to company practices. We report on the outcomes of our engagement.

See the change

Investment solutions for conscious investors

Choose from a suite of eight managed investment products that are designed to suit retail and wholesale investors with different return/risk tolerances. The one thing that is unchanged across all our products is they have passed our comprehensive ethical and risk/return assessment process.

Minimum investment amount
  • Retail: $1,000, or $500 if you start a regular investment plan of at least $100 per month.
  • Wholesale: $25,000.
Investors that the Fund may suit

Investors seeking capital growth through an exposure to small capitalisation companies. The Fund is suited to investors with a longer timeframe and higher risk tolerance.

Recommended minimum investment timeframe

7 years
Risk level Very high

 

  • Retail
  • Wholesale
Minimum investment amount
  • Retail: $1,000, or $500 if you start a Regular Investor Plan of at least $100 per month.
  • Wholesale: $25,000.
Investors that the Fund may suit

Investors seeking to invest in a diversified portfolio of international companies, on the basis of their social, environmental and financial credentials.

Risk level High

 

  • Retail
  • Wholesale
Minimum investment amount
  • Retail: $1,000, or $500 if you start a regular investment plan of at least $100 per month.
  • Wholesale: $500,000 across all Australian Ethical Managed Funds, and $25,000 within the Australian Shares Fund.
Investors that the Fund may suit

Investors seeking capital growth through an exposure to Australian shares. The Fund is suited to investors that have a longer investment timeframe and a higher risk tolerance.

Risk level Very high

 

  • Retail
  • Wholesale
Minimum investment amount
  • Retail: $1,000, or $500 if you start a regular investment plan of at least $100 per month.
  • Wholesale: $25,000.
Investors that the Fund may suit

Investors seeking capital growth through an exposure to shares in Australian and international companies. The Fund is suited to investors with a longer investment timeframe and a higher risk tolerance.

Risk level High

 

  • Retail
  • Wholesale

Invest for change through advocacy

The Advocacy Fund is a unique and innovative fund, that is predominantly made up of the same companies in our ethically-screened Diversified Shares Fund, but it also has provision to buy shares in companies that don’t pass our ethical charter for the purposes of advocacy.

Minimum investment amount
  • Retail: $1,000, or $500 if you start a regular investment plan of at least $100 per month.
  • Wholesale: $25,000.
Investors that the Fund may suit

Investors seeking capital growth through an exposure to shares in Australian and international companies. The Fund is suited to investors with a longer investment timeframe and a higher risk tolerance.

Risk level High

 

  • Retail
  • Wholesale

Advocacy commentary

Find out more about our latest advocacy actions.

Latest update
Minimum investment amount
  • Retail: $1,000, or $500 if you start a regular investment plan of at least $100 per month.
  • Wholesale: $500,000 across all Australian Ethical managed funds, and $25,000 within the Balanced Fund.
Investors that the Fund may suit

Investors seeking both income and capital growth. The Fund is suited to investors who are investing for the medium-term and have some tolerance for risk.

Risk level Medium to High

 

  • Retail
  • Wholesale

The Fixed Interest Fund in detail

The Fixed Interest Fund aims to provide exposure to Australian fixed interest securities that support the Australian Ethical Charter and generate income with some capital growth potential over the medium to long term.

Minimum investment amount
  • Retail: $1,000, or $500 if you start a regular investment plan of at least $100 per month.
  • Wholesale: $25,000.
Investors that the Fund may suit

Investors seeking income through a diversified portfolio of medium term duration interest-bearing investments.

Risk level Medium to Low

 

  • Retail
  • Wholesale
Income Fund minimum investment amount
  • Retail: $1,000, or $500 if you start a regular investment plan of at least $100 per month.
  • Wholesale: $25,000 within the Income Fund.
Investors that the Fund may suit

Investors seeking an income through a diversified portfolio of interest-bearing investments generating income.

Risk level Very Low

 

  • Retail
  • Wholesale

1. Since 1 July 2016 we have been free from all companies whose main business is fossil fuels, as well as diversified companies that earn some fossil fuel revenue and aren’t creating positive impact with their other activities. We may invest in a diversified company which is having a positive impact in other ways such as producing renewable energy, provided its fossil fuel revenue is sufficiently low (a maximum of 5% to 33% depending on the fuel). (Assured by KPMG.)

2. Emissions of Australian Ethical share investments compared to benchmark of S&P ASX 200 Index (for Australian shareholdings) and MSCI World ex Australia Index (for international shareholdings). Calculated as at 31 December 2018.

3. Proportion of our share investments in renewable power genera on compared to the global share market.