1986
- The company was first established as a private investment company, August Investments Pty Ltd. The company was formed by a group of individuals who wished to promote ethical investment.
1989
- The August Investments Managed Trust was launched (now the Balanced Trust).
1991
- Funds under management exceed $1.6 million.
1994
- The company changed its name to Australian Ethical Investment Ltd.
- The Equities Trust (now the Smaller Companies Trust) was launched.
- A public prospectus was issued by Australian Ethical .
1997
- Funds under management closed at $30 million.
- Large Companies Share Trust (now the Larger Companies Trust) and Income Trust were launched.
1998
- Australian Ethical Superannuation Pty Ltd was established as a wholly-owned subsidiary.
2000
- Australian Ethical assisted in the establishment of Centre of Australian Ethical Research (CAER), which became an independent company in 2002.
- Funds under management reached $100 million.
2002
- Australian Ethical was listed on the Australian Securities Exchange.
2003
- Introduction of international shares to the managed funds portfolios.
- Australian Ethical issued an Investment Statement in New Zealand.
2005
- Australian Ethical was granted an Australian Financial Services Licence.
- Funds under management reached $329 million.
2006
- Australian Ethical Superannuation Pty Ltd received its registrable superannuation entity licence.
- Funds under management reached $525 million.
2007
- Funds under management reached over $600 million by the end of the financial year.
- The International Equities Trust was launched as a wholesale product.
2009
- The Property Trust was launched.
- The International Equities Trust was made available to retail investors.
