31 August 2020

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.

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

ResetPerformance line chart
Powered by data from FE fundinfo

Annualised performance

1m3m6m1y3y5y10ySince inception
Fund10.3%21.8%14.5%21.2%19.1%16.7%-16.6%
Benchmark9.6%6.9%1.3%0.7%7.9%9.3%-8.9%

Calendar performance

CY 2019CY 2018CY 2017CY 2016CY 2015
Fund44.7%-2.4%11.4%10.1%-
Benchmark24.5%-6.5%15.7%6.2%-

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‚Äźcarbon 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
%
MACH7 TECHNOLOGIES LTD
6.1%
BIGTINCAN HOLDINGS LTD
4.0%
MACQUARIE TELECOM GROUP LTD ORD F/PD DS
3.9%
COGSTATE LIMITED
3.5%
HEALIUS LTD
3.4%
3P LEARNING LTD
3.2%
NITRO SOFTWARE LTD
3.2%
RHIPE LIMITED
2.9%
JANISON EDUCATION GROUP LTD
2.6%
CAPITOL HEALTH LTD
2.6%