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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.

Strong, long term performance

While we can’t predict future performance based on the past, our award-winning team has delivered a track-record of strong performance for customers.

Australian Shares Super option

Ranks #1 for returns over 7 and 10 years

Super performance


7 year return was 8.8% p.a. and 10 year return was 11.85 p.a., according to SuperRatings Fund Crediting Rate Survey – SR50 Australian Shares Index as at 30 June 2022.

High Growth Fund

Ranks #3 for returns over 10 years

Managed funds performance


10 year return was 11.5% p.a. according to the Mercer Investment Performance Survey of Retail-All Growth (Actual Ranking) as at 30 June 2022.

Past performance is not a reliable indicator of future performance. Australian Ethical offers a diverse range of super options and managed funds depending on your investment objective, timeframe and risk profile. For performance of our other options see super performance and managed funds performance.

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. 

B Corps Best for the World 2022

For Customers and Governance

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Financial Review Sustainability Leaders 2022

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Global Reporting Initiative Community Member 2022

Commitment to transparency and sustainable decision-making




RIAA Responsible Investment Leader 2021
Tobacco Free Finance Pledge Signatory



Finance for Biodiversity Pledge

Committed to protect and restore biodiversity through their our finance activities and investments.

 

Managed Funds


 

Money Magazine Best of the Best 2022

Australian Ethical Diversified Shares Fund - Best Australian Equities ESG Fund

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Financial Standard Leadership Awards 2021

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


 

Finder Green Superannuation Fund of the Year 2020, 2021 & 2022

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Rainmaker ESG Leader Rating

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SuperRatings Infinity 2022

Responsible investment leaders++

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SuperRatings GOLD 2022

For MySuper and MyChoice++

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Money Magazine Best of the Best 2021

Best ESG Trailblazer

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SuperRatings Best performing SR50

Australian Shares option first over 5 years 2015-2020

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Mozo People's Choice 2021

Most Recommended - Superannuation

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Pension


 

SuperRatings GOLD 2022

For Pension++

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++ 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.

Meet the team

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

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, present and emerging and thank them for protecting Country since time immemorial.