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

It aims to achieve returns of 4.5% p.a. above inflation (after management costs) over the long term.

Investment strategy

Investors seeking capital growth through an exposure to growth assets such as Australian andinternational shares, unlisted property and alternative assets. The Fund is suited to investors with alonger timeframe and higher risk tolerance.

Performance

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Annualised performance

1m3m6m1y3y5y10ySince inception
Fund2.1%10.8%3.3%12.0%7.7%9.9%9.7%11.3%
Benchmark0.0%8.3%3.9%10.3%9.6%10.4%9.2%10.8%

Calendar performance

CY 2023CY 2022CY 2021CY 2020CY 2019
Fund14.6%-13.0%22.8%8.1%23.9%
Benchmark14.5%-5.0%21.1%2.7%24.7%

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
%
APPLE INC
2.0%
MICROSOFT CORP
2.0%
WESTPAC BANKING CORPORATION ORD F/PD SHARES
1.5%
NATIONAL AUSTRALIA BANK
1.4%
DEXUS HEALTHCARE PROPERTY FUND ORDINARY UNITS
1.1%
MORRISON & CO GROWTH INFRASTRUCTURE FUND - MGIF NO 2
1.1%
ALPHABET INC-CL A
1.1%
CSL LIMITED
1.1%
SUNCORP GROUP LIMITED
1.0%
INVESTA PROPERTY GROUP
1.0%