Investing for a better future
For more than 37 years, our differentiated ethical approach combined with award-winning# investment expertise, has helped deliver long term returns while seeking to do good for the planet.
Ethical investments
We restrict+ or exclude companies that cause harm, while seeking out positive future-building investments like health care, enabling technologies, renewables and education. Our flagship Australian Shares Fund helps demonstrate the success of this approach with consistent performance since 1994.
Our award-winning# managed funds use professional investment management alongside ethical considerations.
| Australian equities | ||
|---|---|---|
 High Conviction Fund – Active ETF |
|
|
 Australian Shares Fund |
|
|
 Emerging Companies Fund |
|
|
| Multi-asset / diversified | ||
|---|---|---|
 Balanced Fund |
|
|
 High Growth Fund |
|
|
 Diversified Shares Fund |
|
|
 Moderate Fund |
|
|
 Conservative Fund |
|
|
Investment strategy
An actively-managed, focused share portfolio leveraging our ethical investing philosophy & capability. Invested in 20-35 select shares, predominantly from the S&P ASX300, on the basis of their social, environmental and financial credentials. Benchmark unaware, with a concentration on larger capitalisation stocks.
ratingS
| Learn more | View fact sheet |
The rating issued 10/2024 Australian Ethical High Conviction Fund – Active ETF (Managed Fund) is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2025 Lonsec. All rights reserved.
Investment strategy
The Australian Shares Fund is an actively managed all-cap strategy investing in large, small and microcap companies listed on the ASX and NZX that meet our values-based Charter. We are a bottom-up benchmark unaware investor using fundamental analysis.
ratingS
platforms
AMP
ANZ
BT
CFS
Hub24
IOOF
Macquarie Wrap
MLC
Netwealth
PowerWrap
Praemium
uXchange
| Learn more | View fact sheet |
The ratings issued 10/2024 - Australian Ethical Australian Shares Fund & 01/2025 - Australian Ethical Australian Shares Fund (Sustainability Report) are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2025 Lonsec. All rights reserved.
Investment strategy
The Emerging Companies Fund is an actively managed small-cap strategy investing in small and microcap companies listed on the ASX and NZX that meet our values-based Charter. We are a bottom-up benchmark unaware investor using fundamental analysis.
ratingS
platforms
AMP
BT
Hub24
IOOF
PowerWrap
Praemium
uXchange
| Learn more | View fact sheet |
The ratings issued 10/2024 - Australian Ethical Emerging Companies Fund (Wholesale) & 01/2025 - Australian Ethical Emerging Companies Fund (Sustainability Report) are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2025 Lonsec. All rights reserved.
Investment strategy
Leveraging the expertise and experience of our award-winning investment team, the Australian Ethical Australian Shares Portfolio is an actively managed portfolio with a mix of quality growth stocks and traditional yielding stocks shaped by our Ethical Charter.
ratingS
platforms
Hub24
Praemium
Netwealth
| Learn more | download flyer |
The ratings issued 10/2024 - Australian Ethical Australian Shares Portfolio & 01/2025 - Australian Ethical Australian Shares Portfolio (Sustainability Report) are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2025 Lonsec. All rights reserved.
7 ethical-only options invested in emerging growth sectors like clean energy, health and technology, and restricting+ investment in harmful ones.
An ethical pension with various healthy* investment options that lets you choose what sort of companies your clients do or don’t want to support in retirement.
SMA
An actively managed, concentrated portfolio of ethical stocks, designed for investors who prefer more transparency and flexibility.
Platforms
Our managed funds and SMA strategy are available on a number of platforms, such as CFS, BT, IOOF, HUB24, Netwealth, Macquarie Wrap and more.
30 years of pioneering ethical returns
For three decades our Australian Shares Fund has shown that you can invest ethically while delivering returns.
Meet the investment team
Our award-winning# team of professionals use their decades of ethical investing excellence to deliver long-term value across a range of asset classes.
Learn more