31 January 2026
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 holding growth assets. The Retail Fund aims to achieve returns 4.00% above inflation after management costs over a 10 year period. The Wholesale Fund aims to achieve returns 4.50% above inflation after management costs over a 10 year period.
The Fund invests primarily in growth assets such as Australian and international shares, unlisted property and alternative assets.
| 1m | 3m | 6m | 1y | 3y | 5y | 10y | Since inception | |
|---|---|---|---|---|---|---|---|---|
| Fund | -1.4% | -2.3% | 0.0% | 3.8% | 10.7% | 8.4% | 8.9% | 9.1% |
| Benchmark | 0.2% | -0.5% | 3.3% | 7.3% | 12.4% | 11.2% | 10.1% | 9.4% |
| CY 2025 | CY 2024 | CY 2023 | CY 2022 | CY 2021 | |
|---|---|---|---|---|---|
| Fund | 8.1% | 16.5% | 14.0% | -13.4% | 22.0% |
| Benchmark | 11.0% | 15.9% | 14.5% | -5.0% | 21.1% |
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.