FY23 in review

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 investment returns for investors over the financial year.

Domestic equities update

Andy Gracey discusses the highs and lows of equity markets and how we delivered investment 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

See past commentary

Managed Fund monthly updates

Our monthly fund reports provide investors with a quick snapshot of each of our managed funds, including investment objectives, up-to-date total performance, performance against benchmark, fees and distribution information and more.

Monthly reports

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