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Investment excellence

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Good for the planet and your portfolio

Who said you had to choose between making a positive impact and making money?

Our award-winning investment team channels money to companies creating a better world while also delivering strong returns.

Market-leading returns

With a track-record of market-leading performance, our award-winning investment team has proven that an ethical approach to investing delivers competitive returns.

Australian Shares Super option

#1

on returns over 3, 5, 7 and 10 years1

super performance

SuperRatings Fund Crediting Rate Survey - SR50 Australian Shares Index
as at 30 September 2021.
.

Emerging Companies Wholesale Fund

#1

on returns over 5 years2

managed funds performance

Mercer Investment Performance Survey of Wholesale-Equity - Australia - Small Cap (Actual Ranking) as at 30 September 2021..

Investment philosophy

Every investment we make across our entire $6 billion portfolio must meet the requirements of our Ethical Charter.

The Charter steers us into parts of the economy that are good for the planet, people and animals, and away from harmful sectors.

We believe companies with a social and environmental purpose as part of their competitive strategy will thrive in a low-carbon, equitable future.

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Ready to invest with a clear conscience?

Managed Funds
Managed Funds

Balancing ethical considerations and professional investment management. We proactively seek out companies that do good.

Super
Super

7 ethical-only options invested in emerging growth sectors, avoiding harmful ones, plus some eye-catching performances.

Pension
Pension

An ethical and competitive pension that lets you choose what sort of companies you do or don't want to support in retirement.

Awards & ratings

Here are some of our recent accolades. 

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Managed Funds


 

Financial Standard Leadership Awards

Australian Ethical Australian Shares Fund - Winner ESG Australian Equities 2021

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Money Management Fund Manager of the Year 2021

Australian Ethical Australian Shares Fund - Winner Responsible Investments

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Super


 

SuperRatings Infinity 2022

Responsible investment leaders++

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Money Magazine Best of the Best 2021

Best ESG Trailblazer

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Finder Green Superannuation Fund of the Year 2020-2021

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SuperRatings Best performing SR50

Australian Shares option first over 5 years 2015-2020

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SuperRatings GOLD

For MySuper and MyChoice++

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Mozo People's Choice 2021

Most Recommended - Superannuation

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Pension


 

SuperRatings GOLD

For Pension++

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Meet the team

Our team of investment professionals generate long-term value for our customers across a range of asset classes.

find out more

Past performance is not an indicator of future performance. Australian Ethical offers a diverse range of super investment options depending on your investment objective, timeframe and risk profile. You can see the options and their respective performance here.

1. Australian Ethical Super’s Australian Shares option ranks #1 over 3 years (17.42%), 5 years (13.73%) out of 46 funds, ranks #1 over 7 years (13.81%) out of 44 funds and #1 over 10 years (15.12%) out of 41 funds according to the SuperRatings Fund Crediting Rate Survey – SR50 Australian Shares Index as at 30 September 2021.

2. Australian Ethical Emerging Companies Wholesale Fund performance ranks #1 over 3 years (28.7%) out of 39 funds and #1 over 5 years (20.7%) out of 35 funds according to Mercer Investment Performance Survey of Wholesale-Equity - Australia - Small Cap (Actual Ranking) as at 30 September 2021.

++SuperRatings does not issue, sell, guarantee or underwrite this product. See the website for details of its ratings criteria. SuperRatings performance figure is net of percentage based administration and investment fees.