Australian Ethical
RetailThe Australian Ethical Story
š± A Pioneering Vision Founded in 1986, Australian Ethical was established to offer Australians an investment option that aligned with their values. It was created with the firm belief that money could be a force for good, providing a way to invest for a prosperous future without contributing to harmful industries.
š Guided by an Ethical Charter At its core, Australian Ethical operates under a detailed Ethical Charter that scrutinises every investment decision. This foundational document ensures capital is directed towards companies making a positive impact and steers clear of sectors like fossil fuels, tobacco, and weapons manufacturing.
š Investing for a Better Future Operating from its headquarters in Sydney, Australian Ethical has grown to manage billions of dollars for tens of thousands of members. As a pioneer of ethical investing in Australia, the fund continues to demonstrate that strong financial returns and positive social and environmental outcomes can be achieved together.
Assets Under Management
$14 Billion
Total Members
130,000 Members
ESG Rating
All options
Est. Annual Fee
$618 on $50k
Performance Chart
Default Option as at 30 June 2025
Fees Breakdown
- Admin Fee: 0.25% + $68 per year
- Investment Fee: 0.85%
Fee Calculator
Option Performance - Returns as at 31 October 2025
| Option Name ā | 1 Year āļø | 3 Year āļø | 5 Year āļø | 10 Year āļø |
|---|---|---|---|---|
| Australian Shares | +7.50% | +10.40% | +8.40% | +9.30% |
| Balanced (accumulation) | +10.00% | +9.00% | +7.30% | +7.00% |
| Conservative | +6.60% | +4.90% | +2.30% | +3.10% |
| Defensive | +3.90% | +3.70% | +2.10% | +1.50% |
| Growth | +11.10% | +10.40% | +9.00% | +7.80% |
| High Growth | +11.90% | +11.90% | +10.80% | +8.90% |
| International Shares | +17.00% | +17.90% | +14.30% | +10.20% |
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