Who said you had to choose?
Your clients want to make their money matter and you both want results - we deliver both.
Unlike many other fund managers, we apply the same ethical conviction to our entire $5 billion portfolio. It’s a true-to-label approach that combines rigorous ethical assessment, investment discipline and active company engagement.
Australia's ESG leaders
Morningstar has named Australian Ethical as one of just six global leaders, out of 40, for our ESG commitment, the only asset manager in Australia. The report singles out the Australian Ethical Australian Shares Fund as “setting the ESG standard for Australian domestic-equity strategies”.
‘The Morningstar ESG Commitment Level: Our first assessment of 100-plus strategies and 40 asset managers’ white paper. © 2021 Morningstar, Inc. All rights reserved.
To ensure your clients’ requests are processed before the end of financial year please submit all requests by the relevant cut-off dates.
Market leading performance
Australian Shares Fund Wholesale ranked 2nd over 5 years (13.9%)^
Emerging Companies Fund Wholesale ranked 1st over 3 years (23.6%) and 1st over 5 years (20.1%)+
as at 31 March 2021
Past performance is not a reliable indicator of future performance. Australian Ethical offers a diverse range of investment options depending on your investment objective, timeframe and risk profile. You can see the options and their respective performance here.
^According to the Mercer Investment Performance Survey of the Wholesale-Equity - Australia - All Cap (Core) (Actual Ranking) as at 31 March 2021. +According to the Mercer Investment Performance Survey of the Wholesale-Equity - Australia - Small Cap (Actual Ranking) as at 31 March 2021. Information sourced from MercerInsights has been obtained from a range of third party sources. While the information is believed to be reliable, Mercer has not sought to verify it independently. As such, Mercer makes no representations or warranties as to the accuracy of the information presented and takes no responsibility or liability (including for indirect, consequential or incidental damages), for any error, omission or inaccuracy in the data supplied by any third party
*Carbon intensity (tonnes CO2e per $ revenue) of Australian Ethical share investments compared to blended benchmark of S&P ASX 200 Index (for Australian and NZ shareholdings) and MSCI World ex Australia Index (for international shareholdings). Shareholdings as at 31 December 2019.
Ratings and platforms
Get in touch
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If you or your clients want to learn more about ethical investing, our super, managed funds or SMA model portfolio or just have a general inquiry, feel free to get in touch with the team. We look forward to connecting with you.