Australian Ethical Diversified Shares Fund (Wholesale)

31 January 2019

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 through investment in listed companies on Australian and international stock exchanges that meet the Australian Ethical Charter.

Investment strategy

The opportunity to invest in a diversified share portfolio of Australian and international companies on the basis of their social, environmental and financial credentials. Generally, all Australian investments will have a market capitalisation greater than the 200th ranked stock listed on the ASX. The Fund has a low level of turnover and aims to be fully invested at all times.

Performance

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Annualised performance

1m3m6m1y3y5y10ySince inception
Fund4.5%2.0%-2.3%2.2%8.9%9.7%-13.6%
Benchmark2.9%-0.5%-5.2%0.2%7.5%8.0%-13.0%

Calendar performance

CY 2018CY 2017CY 2016CY 2015CY 2014
Fund-1.9%13.3%7.3%7.7%17.1%
Benchmark-2.8%10.2%7.1%9.0%11.1%

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
%
National Australia Bank Limited
2.0%
Westpac Banking Corporation
1.9%
CSL Limited
1.9%
Telstra Corporation Limited
1.8%
Brambles Limited
1.5%
Goodman Group
1.5%
Insurance Australia Group Limited
1.5%
Dexus
1.4%
Suncorp Group Limited
1.4%
QBE Insurance Group Limited
1.4%