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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 December 2018. (Past performance is not a reliable indicator of future performance.)

Future-building industries

Ethical investing is well aligned with global trends and growth industries. Our investments are placed to benefit from key mega trends like:

Climate change

To meet the urgent challenge of climate change we need a low carbon economy.

We invest in renewables, energy efficiency and low carbon industries to help with the transition.

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Technology disruption

Technology has transformative power. It facilitates medical breakthroughs, connects people in a more inclusive way and create sustainable solutions to key challenges like plastic pollution.

We invest in a diverse range of IT stocks that have passed our ethical and risk/return assessment.

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Demographic shifts

The ageing population and shifting dynamics in the workforce are changing consumer demands and how businesses operate.

Our Ethical Charter guides us to seek positive investments to people, so we are naturally investing in sectors like healthcare to benefit from this changing consumer demand.

Positive impact

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Our share portfolio is 66% less carbon intensive than the benchmark

Achieving zero carbon emissions requires fundamental changes to the way we produce and consume. By investing with Australian Ethical, you could reduce your investment footprint by 66%. Read more in our sustainability report.

Read more

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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

How we invest

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

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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