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For the love of money and planet

Who said you had to choose between having a positive impact and making money?

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Long-term track record you can love

While we can’t predict future performance, our award-winning# team has delivered a track record of strong* performance for customers.

Australian Shares Super option

10.4%10.4%

p.a., rated no. 1 for returns over 10 years out of 42 funds*

See all super performance


According to SuperRatings Fund Crediting Rate Survey – SR50 Australian Shares Index as at 30 September 2024.

High Growth Managed Fund

8.8% 8.8%

p.a., rated no. 6 for returns over 10 years*

See all fund performance


According to the Mercer Investment Performance Survey of Retail-All Growth (Actual Ranking) as at 30 September 2024.

*Past performance is not a reliable indicator of future performance.

Returns are calculated net of investment fees, tax and implicit asset-based administration fees. Explicit fees such as fixed dollar administration fees, exit fees, contribution fees and switching fees are excluded.

Investing for a brighter future

Recent awards & ratings

Here are some of our accolades. 

RIAA Responsible Investment Leader 2023

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Named 1 of only 8 'Leaders' for ESG Commitment 2023

 Morningstar logo


B Corps Best for the World 2022

For Customers and Governance

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Financial Review Sustainability Leaders 2022

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Global Reporting Initiative Community Member 2022

Commitment to transparency and sustainable decision-making



Tobacco Free Finance Pledge Signatory

Finance for Biodiversity Pledge

Committed to protect and restore biodiversity through their our finance activities and investments.

 

Managed Funds


 

Financial Standard Investment Leadership Awards 2024

Australian Ethical Diversified Shares Fund - Winner Australian Equities: High Active Risk 2024

Financial Standard  Investment Leadership Award winner 2024 for Australian Equities High Active Risk

 

Financial Newswire Fund Manager of the Year 2022

Australian Ethical International Shares Fund - Winner Responsible Investments (ESG)

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Money Magazine Best of the Best 2022

Australian Ethical Diversified Shares Fund - Best Australian Equities ESG Fund

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Financial Standard Leadership Awards 2021

Australian Ethical Australian Shares Fund - Winner ESG Australian Equities 2021

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Money Management Fund Manager of the Year 2021

Australian Ethical Australian Shares Fund - Winner Responsible Investments

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Super


 

Rainmaker ESG Leader Rating 2022-2024

Rainmaker Information ESG Leader 2022 Award Rainmaker Information ESG Leader 2023 Award Rainmaker Information ESG Leader Award 2024

 

Roy Morgan 2023 Customer Satisfaction Awards – Retail Superannuation Fund of the Year

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Finder Green Superannuation Fund of the Year 2020-2023

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ProductReview.com.au Best Retail Super Fund 2023

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SuperRatings GOLD 2023

For MySuper and MyChoice++

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DBM – Australian Financial Awards 2023

Finalist – Most Recommended Superannuation Fund

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SuperRatings Infinity 2022

Responsible investment leaders++

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Money Magazine Best of the Best 2021

Best ESG Trailblazer

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SuperRatings Best performing SR50

Australian Shares option first over 5 years 2015-2020

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++ SuperRatings does not issue, sell, guarantee or underwrite this product. See the website for details of its ratings criteria. SuperRatings performance figure is net of percentage based administration and investment fees.

Australian Ethical Investment Ltd is recognised as a Responsible Investment Leader 2023 by the Responsible Investment Association Australasia (RIAA). We are placed in the top 20% of organisations assessed, demonstrating leading practice in our commitment to responsible investing; our explicit consideration of environmental, social and governance factors in investment decision making; our strong and collaborative stewardship; and our transparency in reporting activity, including the societal and environmental outcomes being achieved.

Meet the team

Our team of investment professionals generate long-term value for our customers across a range of asset classes.

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