Australian Ethical offers investors the opportunity to invest in a diversified portfolio of asset types and markets to reduce the volatility of returns. Asset classes include Australian and international equities, property, fixed income securities and cash.
The Australian Ethical Charter addresses environmental and social considerations. The Charter sets out the types of activities we seek to support, and the types of activities we seek to avoid.
The Fund shall seek out investments which provide for and support:
- the development of workers’ participation in the ownership and control of their work organisations and places
- the production of high quality and properly presented products and services
- the development of locally based ventures
- the development of appropriate technological systems
- the amelioration of wasteful or polluting practices
- the development of sustainable land use and food production
- the preservation of endangered eco-systems
- activities which contribute to human happiness, dignity and education
- the dignity and well-being of non-human animals
- the efficient use of human waste
- the alleviation of poverty in all its forms
- the development and preservation of appropriate human buildings and landscapes.
The Fund shall avoid any investment which is considered to unnecessarily:
- pollute land, air or water
- destroy or waste non-recurring resources
- extract, create, produce, manufacture, or market materials, products, goods or services which have a harmful effect on humans, non-human animals or the environment
- market, promote or advertise, products or services in a misleading or deceitful manner
- create markets by the promotion or advertising of unwanted products or services
- acquire land or commodities primarily for the purpose of speculative gain
- create, encourage or perpetuate militarism or engage in the manufacture of armaments
- entice people into financial over- commitment
- exploit people through the payment of low wages or the provision of poor working conditions
- discriminate by way of race, religion or sex in employment, marketing, or advertising practices
- contribute to the inhibition of human rights generally.