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.
It aims to achieve returns of 4.5% p.a. above inflation (after management costs) over the long term.
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.
1m | 3m | 6m | 1y | 3y | 5y | 10y | Since inception | |
---|---|---|---|---|---|---|---|---|
Fund | 2.1% | 10.8% | 3.3% | 12.0% | 7.7% | 9.9% | 9.7% | 11.3% |
Benchmark | 0.0% | 8.3% | 3.9% | 10.3% | 9.6% | 10.4% | 9.2% | 10.8% |
CY 2023 | CY 2022 | CY 2021 | CY 2020 | CY 2019 | |
---|---|---|---|---|---|
Fund | 14.6% | -13.0% | 22.8% | 8.1% | 23.9% |
Benchmark | 14.5% | -5.0% | 21.1% | 2.7% | 24.7% |
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.