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 investors with a balance between capital growth and a moderate level of income through a diversified portfolio of assets that supports the Australian Ethical Charter.

Investment strategy

The opportunity to invest in a diversified portfolio of asset types and markets to reduce the volatility of returns. Asset classes include Australian and international shares, property and fixed income securities.

Performance

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Annualised performance

1m3m6m1y3y5y10ySince inception
Fund2.6%3.1%-0.4%1.8%7.0%6.3%7.2%6.7%
Benchmark1.8%2.8%-1.1%0.9%7.3%7.0%8.4%7.3%

Calendar performance

CY 2019CY 2018CY 2017CY 2016CY 2015
Fund17.3%-0.8%8.1%4.2%6.9%
Benchmark17.4%1.2%8.9%6.3%7.4%

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
%
INVESTA PROPERTY GROUP
4.8%
HEALTHCARE WHOLESALE PROPERTY FUND - ORDINARY UNITS
3.9%
MICROSOFT CORP
1.2%
AUSTRALIAN GOVERNMENT 5-75 15/05/2021
0.9%
WESTPAC BANKING CORPORATION ORD F/PD SHARES
0.9%
ALPHABET INC-CL A
0.9%
NATIONAL AUSTRALIA BANK
0.8%
AUSTRALIAN GOVERNMENT 1-75 SER146 21/11/2020
0.8%
AUSTRALIAN GOVERNMENT 4-25 21/04/2026
0.7%
AUSTRALIAN GOVERNMENT 5-5 133 21/04/2023
0.7%