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It’s just ethical

 Making change

Where you put your money really matters and how you invest literally has the power to change the world. Investing ethically is the simplest way you can shape your future and the planet’s.

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Purpose-driven

We’ve always been a purpose-driven business and are driven to change the world through our advocacy, our active company engagement and our philanthropic Foundation. Our ethical investing approach contributes to the shift towards a more sustainable future and generates long-term value for our customers.
Investment excellence

Investment excellence

An award-winning in-house team of investment professionals generating long-term value.
Ethics

Ethics

An ethical model that goes deeper than ESG and avoids greenwash.
Impact

Impact

An established history of growing our customers’ money while making a positive impact on people, planet and animals.

Our 10% difference

When we first began in 1986, it was written into our constitution that we would gift 10% of profits (before bonuses and after tax) to charitable, benevolent and conservation causes. To date, through our Australian Ethical Foundation, we've donated over $5 million to impact initiatives around Australia and the world. As we adapt and evolve to the unfolding climate catastrophe, the core focus of the Foundation's work will be to address climate change as effectively as possible.
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The Ethical Charter

Our Charter established the foundation for how we invest and how we’ve always invested. It guides us in seeking out investments to support, and those to avoid.

Australian Ethical shall seek out investments which provide for and support:

 the development of workers participation in the ownership and control of their work organisations and places

 the production of high quality and properly presented products and services

 the development of locally based ventures

 the development of appropriate technological systems

 the amelioration of wasteful or polluting practices

 the development of sustainable land use and food production

 the preservation of endangered eco-systems

 activities which contribute to human happiness, dignity and education

 the dignity and well being of non-human animals

 the efficient use of human waste

 the alleviation of poverty in all its forms

 the development and preservation of appropriate human buildings and landscape

Australian Ethical shall avoid any investment which is considered to unnecessarily:

pollute land, air or water

destroy or waste non-recurring resources

extract, create, produce, manufacture, or market materials, products, goods or services which have a harmful effect on humans, non-human animals or the environment

market, promote or advertise, products or services in a misleading or deceitful manner

create markets by the promotion or advertising of unwanted products or services

acquire land or commodities primarily for the purpose of speculative gain

create, encourage or perpetuate militarism or engage in the manufacture of armaments

entice people into financial over-commitment

exploit people through the payment of low wages or the provision of poor working conditions

discriminate by way of race, religion or sex in employment, marketing, or advertising practices

contribute to the inhibition of human rights generally.