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 focusing on Australian companies that meet the Australian Ethical Charter.

Investment strategy

The opportunity to invest in a diversified share portfolio of companies predominately listed on the ASX and selected on the basis of their social, environmental and financial credentials. The Fund utilises an active stock-picking management style with stocks generally selected for growth rather than income, with a bias towards smaller capitalisation stocks listed on the ASX. All stocks are chosen on the basis of relative value where we deem the risks are being adequately priced.

Performance

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Annualised performance

1m3m6m1y3y5y10ySince inception
Fund7.2%14.2%3.1%3.6%8.5%9.7%11.1%9.8%
Benchmark3.0%6.2%-4.1%-4.8%5.9%8.1%8.2%6.9%

Calendar performance

CY 2019CY 2018CY 2017CY 2016CY 2015
Fund27.0%-4.1%9.0%7.5%19.9%
Benchmark22.5%-6.5%15.7%6.2%15.0%

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
%
MACQUARIE TELECOM GROUP LTD ORD F/PD DS
5.0%
HEALIUS LTD
3.8%
BANK OF QUEENSLAND LIMITED
3.0%
WESTPAC BANKING CORPORATION ORD F/PD SHARES
3.0%
NATIONAL AUSTRALIA BANK
2.7%
BIGTINCAN HOLDINGS LTD
2.7%
FISHER & PAYKEL HEALTHCARE CORPORATION
2.7%
SUNCORP GROUP LIMITED
2.7%
CONTACT ENERGY LTD
2.7%
BENDIGO AND ADELAIDE BANK LIMITED
2.6%