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 through investment in listed companies on Australian and international stock exchanges that meet the Australian Ethical Charter. A small number of shares which fail to meet the charter may be purchased from time to time to allow advocacy activities to progress. These additional shares will not materially affect the Fund's investment returns.

Investment strategy

The opportunity to invest in a diversified share portfolio of Australian and international companies, which meet the Australian Ethical Charter. Generally, all Australian and New Zealand investments will have a market capitalisation greater than the 200th ranked stock listed on the ASX. As an advocacy fund, one of the main purposes of the Fund is to engage directly with companies to pursue improved corporate behaviours in line with the Australian Ethical Charter.

Performance

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Annualised performance

1m3m6m1y3y5y10ySince inception
Fund4.5%4.3%-2.4%-2.0%8.4%8.3%-11.8%
Benchmark3.0%5.3%-2.9%-2.0%7.1%7.4%-10.7%

Calendar performance

CY 2019CY 2018CY 2017CY 2016CY 2015
Fund23.9%-1.9%13.3%7.3%7.5%
Benchmark24.7%-2.8%10.2%7.1%9.0%

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
%
WESTPAC BANKING CORPORATION ORD F/PD SHARES
1.9%
CSL LIMITED
1.9%
NATIONAL AUSTRALIA BANK
1.9%
GOODMAN GROUP
1.7%
TELSTRA CORPORATION LTD
1.5%
BRAMBLES LIMITED ORDINARY FULLY PAID
1.4%
WISETECH GLOBAL LTD
1.4%
ASX LIMITED
1.3%
Stockland
1.3%
XERO LTD
1.3%