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Defensive

Defensive

Overview


To provide members with a portfolio focused on preservation of capital through low risk income generating investments. 

The Fund aims to exceed the return of the Bloomberg AusBond Bank Bill after taking into account investment fees and taxes over a 1 year period.

Minimum investment timeframe

1 year

Risk level

Very low

Investors that the Fund may suit

Members wanting a low risk of capital loss and low volatility with a short investment timeframe.



Asset allocation

Performance & unit prices

Case studies

We know it can be difficult to imagine the real world impact that your pension has. Explore the case studies below to learn more about some of the companies we're invested in.

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Bank Australia
Bank Australia aims to champion sustainability in its banking practices including a strong commitment to social responsibility.
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Housing Australia
Housing Australia is an entity focused on improving housing outcomes for Australia by addressing housing affordability.
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Teachers Mutual Bank
Teachers Mutual Bank is a recognised financial institution dedicated to serving the educational community.

More information

Invest with heart

Join us PDF form

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