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 exposure to primarily Australian fixed interest securities that support the Australian Ethical Charter, generating income with some capital growth potential over the medium to long term.

Investment strategy

The opportunity to invest in a diversified portfolio of interest-bearing investments generating income. The Fund is invested in primarily fixed rate bonds, from issuers such as the Commonwealth and State Governments, banks and other corporate issuers that meet the Australian Ethical Charter.

Performance

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Annualised performance

1m3m6m1y3y5y10ySince inception
Fund-0.5%0.0%-0.1%0.7%4.2%3.0%-3.8%
Benchmark-0.4%0.3%0.3%1.6%5.5%4.4%-4.6%

Calendar performance

CY 2019CY 2018CY 2017CY 2016CY 2015
Fund6.1%3.0%2.2%1.3%1.1%
Benchmark7.3%4.5%3.7%2.9%2.6%

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
%
Government of Australia
56.1%
Queensland Treasury Corp.
7.6%
New South Wales Treasury Corp.
5.7%
Treasury Corporation of Victoria
4.4%
Western Australian Treasury Corp.
3.6%
South Australian Government Financing Authority
1.7%
International Bank for Reconstruction & Development
1.2%
European Investment Bank
1.2%
Rentenbank
1.2%
International Finance Corporation
1.2%