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FY23 in review

Fund commentary for the year ended 30 June 2023.
Published 28 Jul 2023   |   2 min read

The financial landscape in FY23 saw unparalleled volatility, particularly in fixed income and equity markets, and ethical investment portfolios were not immune to the challenges.

Our latest investment commentary shares how, in the face of these unprecedented market conditions, our rigorous ethical assessment and disciplined, fundamental investment analysis proved its mettle, delivering competitive returns for investors over the financial year.

Expert analysis

As 2022 comes to a close, we sat down with some of the experts from our Investments and Ethics Research teams to hear their perspectives on what shaped 2022 for ethical investors, and to find out what’s in store for 2023.

Domestic equities update
Andy Gracey discusses the highs and lows of equity markets and how we delivered competitive returns in FY23.

Market & economic update
John Woods looks back at FY23 and how market conditions will affect the ethical investing landscape in the year ahead.

Weathering uncertainty & delivering resilient performance
In a year of unparalleled volatility, our funds showed you don't necessarily have to compromise on returns for ethics.

Fund updates

Australian Shares Fund

Emerging Companies Fund

High Conviction Fund

Balanced Fund

Fixed Income Fund

SMA

 

Australian Ethical offices are located on the lands of the Gadigal and Wurundjeri People.
Australian Ethical acknowledges the Traditional Owners of the countries on which we work, and recognise and celebrate their continuing connection to land, waters and culture. We pay our respects to Elders past and present and thank them for protecting Country since time immemorial.



See our Reconciliation Action Plan