31 January 2024

Australian Ethical is one of Australia's leading ethical fund managers. By investing responsibly in well-managed ethical companies, we deliver competitive financial performance to our clients and positive change to society and the environment. Since our inception in 1986, our Ethical Charter has guided all investment decisions and underpinned our business practices. Every year 10 per cent of our profits* are distributed to charitable organisations and social impact initiatives through The Australian Ethical Foundation.

Investment objective

To provide long-term growth by investing in small capitalisation companies that meet the Australian Ethical Charter. The fund aims to significantly exceed the return of the S&P/ASX Small Industrials Total Return Index after taking into account management costs over a 7 year period.

Investment strategy

The opportunity to invest in a diversified portfolio of shares in small capitalisation companies on the basis of their social, environmental and financial credentials. The Fund utilises an active stock-picking management style with stocks selected for growth rather than income. All stocks are chosen on the basis of relative value where we deem the risks are being adequately priced.

Performance

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Annualised performance

1m3m6m1y3y5y10ySince inception
Fund-1.5%9.1%-1.5%4.4%-3.2%11.5%-11.3%
S&P/ASX Small Indust.1.9%20.1%4.4%6.8%0.3%4.9%-6.5%

Calendar performance

CY 2023CY 2022CY 2021CY 2020CY 2019
Fund9.7%-25.8%14.4%35.1%44.7%
S&P/ASX Small Indust.11.4%-21.8%13.7%5.9%24.5%

Why invest ethically?

Portfolio diversification: Diversify your portfolio by investing in companies and sectors not well covered by other fund managers and brokers.

Help build a better world: Invest in the new, low‐carbon economy, fund medical and technology breakthroughs, efficient transport and more.

Promote human rights: We strive to avoid any investment in companies involved in the poor treatment of asylum seekers or the exploitation of workers through poor working conditions.

Current top 10

Description
%
GENTRACK GROUP LTD
4.2%
CONTACT ENERGY LTD
4.2%
AUSSIE BROADBAND PTY LTD
3.6%
ANSARADA GROUP LIMITED
3.4%
MERIDIAN ENERGY LIMITED -PARTIAL PAID SHARE
3.3%
MACQUARIE TECHNOLOGY GROUP LTD ORD F/PD DS
3.2%
NUIX LTD
3.2%
MERCURY NZ LTD
3.0%
DOMAIN HOLDINGS AUSTRALIA LIMITED
2.7%
MACH7 TECHNOLOGIES LTD
2.7%