29 February 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.
To provide long-term growth accompanied by high levels of risk through investment in overseas companies. The Fund aims to track MSCI World Index ex Australia (AUD) Net, before taking into account fees and expenses over a 3 year period.
The opportunity to invest in a diversified portfolio of companies listed on international stock exchanges, which meet the Australian Ethical Charter.
| 1m | 3m | 6m | 1y | 3y | 5y | 10y | Since inception | |
|---|---|---|---|---|---|---|---|---|
| Fund | 4.3% | 11.3% | 11.0% | 27.5% | 12.9% | 11.6% | 9.7% | 5.1% |
| Composite Benchmark** | 5.9% | 12.7% | 11.9% | 29.8% | 15.2% | 13.8% | 11.8% | 8.4% |
| CY 2023 | CY 2022 | CY 2021 | CY 2020 | CY 2019 | |
|---|---|---|---|---|---|
| Fund | 25.2% | -16.5% | 29.1% | 2.9% | 27.4% |
| Composite Benchmark** | 23.2% | -12.5% | 29.6% | 5.7% | 28.0% |
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.