Why Australian Ethical

Our vision is to create a world where money is a force for good.

For the love of money and planet

Who said you had to choose between having a positive influence and making money?

We channel money to companies we believe are helping create a better world while also investing for the funds’ investment strategies and objectives.

Australian Shares Super option

10.4%10.4%

p.a., rated no. 1 for returns over 10 years out of 42 funds*

See all super performance

According to SuperRatings Fund Crediting Rate Survey – SR50 Australian Shares Index as at 30 September 2024.

High Growth Managed Fund

8.8% 8.8%

p.a., rated no. 6 for returns over 10 years*

See all fund performance

According to the Mercer Investment Performance Survey of Retail-All Growth (Actual Ranking) as at 30 September 2024.

*Past performance is not a reliable indicator of future performance.

Returns are calculated net of investment fees, tax and implicit asset-based administration fees. Explicit fees such as fixed dollar administration fees, exit fees, contribution fees and switching fees are excluded.

Disrupting since 1986

All the funds we offer are screened for ethical and investment merits, with genuine regard for business impacts on people, planet and animals.

As pioneers of ethical investing, we go deeper than mainstream environmental, social and governance (“ESG”) factors by applying a comprehensive set of ethical criteria. All our funds are screened for ethical and investment merits, with genuine regard for business impacts on people, planet and animals.

With the popularity of the sector gaining fast momentum, authenticity and transparency have never been more important.

Learn about our ethics

Help shape a better tomorrow

We aim to harness the power of your money to help create real change for people, planet and animals while growing your portfolio.

100% ethically evaluated

Our Ethical Criteria apply to all portfolios to restrict⁺ investments in negative activities like fossil fuels, nuclear, tobacco, and support positive ones in renewables, healthcare, IT and more

75% less carbon intensive

The carbon intensity (tonnes of CO2 equivalent per dollar company revenue) for our listed share investments at 30 June 2024 is 75% lower than a mainstream share market benchmark^(1,2)

5.2x clean energy solutions

Our listed share investments at 30 June 2024 have 5.2 times the investment in renewables and energy solutions than a mainstream share market benchmark^(1,3)

See our influence

$11M+ donated since 2000

We donate 10% of our profits (after tax and before bonus) each year through the Australian Ethical Foundation. Since 2000, we have donated $11M+ to help achieve the Foundation's vision of directing as much philanthropy as possible towards the most effective solutions addressing the climate emergency.

Learn about our philanthropy efforts

Investing for a brighter future

Ethically evaluated

Our Ethical Criteria apply to all the portfolios we offer to restrict⁺ investments in negative activities like fossil fuels, nuclear, tobacco, and support positive ones in renewables, healthcare, IT and more.

Our voice

We use our voice and influence as an investor to reduce the negative and increase the positive impacts of industries and individual companies. We support systemic change to address the risk of economic and social disruption from climate change and higher inequality.

Animal advocacy

Animal protection issues are often overlooked by companies and by other investors, even those in the responsible investment community. We are trying to change this by putting animal protection on the agenda.

Invest with heart

Join now

Compared to a blended sharemarket benchmark of S&P ASX200 Index (for Australian and NZ shareholdings) and MSCI World ex Australia Index (for international shareholdings). Based on shareholdings at 30 June 2023 and analysis tools provided by external sources which cover 92% of the listed companies we hold shares in by value. Listed share investments represented 63% of our total investments at that time.
Carbon/CO2e intensity of listed companies whose shares we invest in across our funds and options, measured as tonnes CO2e per $ revenue. This should not be considered representative of individual funds or options which will have their own mix of share and other investments.
Based on the revenue from sustainable impact solutions earned by listed companies whose shares we invest in across our funds and options, and the proportion of those listed share investments in renewables and energy solutions. This should not be considered representative of individual funds or options which will have their own mix of share and other investments. Sustainable impact data is provided by external sources and aims to measure revenue exposure to sustainable impact solutions and support actionable thematic allocations in line with the U.N. Sustainable Development Goals (SDGs), EU Taxonomy of Sustainable Activities, and other sustainability related frameworks. More information available at https://www.msci.com/documents/1296102/16472518/ESG_ImpactMetrics-cfs-en.pdf/7a03ddab-46fd-cef7-5211-c07ab992d17b

Popular searches