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Quarterly update – March 2024

Equity markets had a strong start to the calendar year, with our portfolios participating in the uplift. We have maintained our valuation discipline and added defensiveness to our portfolios where possible.

Expert analysis

 

The skew towards technology and away from materials benefited our equity portfolios this quarter. We continue to find opportunities to invest in the renewable energy mega trend.

Australian equities – a stock picker's market

Australian equities – a stock picker's market

We're opportunistically taking advantage of elevated volatility and capital raisings to deploy capital in a market where valuations are broadly expensive.

A Multi-Asset, macro-economic perspective

A Multi-Asset, macro-economic perspective

Recent strong performance has seen risk asset opportunities narrow, but we continue to find new and interesting ways to invest in the energy transition.

Fund updates

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

Australian Ethical acknowledges the Traditional Owners of the country on which we work, the Gadigal people of the Eora Nation, 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