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 generate an income stream consistent with prevailing short-term interest rates while minimising the risk of capital loss and supporting the Australian Ethical Charter.

Investment strategy

The opportunity to invest in a diversified portfolio of interest-bearing investments generating income. The Fund is invested in short-dated deposits, high grade mortgage-backed securities, State and Commonwealth Government Bonds, and bank and other corporate bonds. As such, the returns of the Fund tend to move in line with the general level of interest rates.

Performance

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Annualised performance

1m3m6m1y3y5y10ySince inception
Fund0.0%0.2%0.4%0.8%1.4%1.4%2.6%3.7%
Benchmark0.0%0.0%0.2%0.7%1.4%1.6%2.6%4.2%

Calendar performance

CY 2019CY 2018CY 2017CY 2016CY 2015
Fund1.7%1.3%1.6%1.7%1.6%
Benchmark1.4%2.0%1.8%2.0%2.3%

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
22.5%
New South Wales Treasury Corp.
11.8%
Queensland Treasury Corp.
8.7%
Western Australian Treasury Corp.
7.8%
Bendigo and Adelaide Bank Limited
4.5%
South Australian Government Financing Authority
4.3%
National Australia Bank Limited
3.9%
Bank of Queensland Limited
3.6%
Westpac Banking Corporation
3.3%
International Finance Corporation
2.5%