Ethical Investment Australian Equities Portfolio

You can invest in companies which are actively making a positive contribution to a sustainable future

What is the Ethical Investment Australian Equities Portfolio?

The Ethical Investment Australian Equities Portfolio is designed for investors and financial advisers seeking an ethical investment option that aligns strong long-term financial goals with positive environmental and social outcomes.

Investing primarily in small and medium-sized Australian listed companies, the portfolio aims to deliver long-term capital growth and outperform the S&P/ASX All Ordinaries Index over time. Every investment is assessed against rigorous ethical and responsible investment criteria, helping investors avoid industries that cause harm while gaining exposure to businesses contributing to a more sustainable and equitable future.

Our investment approach focuses on identifying high-quality Australian companies whose products, services and operations deliver meaningful benefits to society and the environment. This includes businesses advancing renewable energy, energy efficiency, healthcare, sustainable agriculture, food systems, water management, education and innovative technologies that support the transition to a low-carbon economy.

For investors who want their money to reflect their values, the portfolio offers a disciplined, research-driven approach to ethical investing in Australia, combining financial performance with a commitment to responsible investment, transparency and active stewardship.

 

Looking to align

your investments with your values?

Independent Analyst Review of the Ethical Investment Australian Equities Portfolio

“Independent analyst Mark Forstmann shares his assessment of the portfolio’s investment approach, performance drivers and responsible investment credentials.”

 

 

Ethical Investment Funds Management has been recognised by the Responsible Investment Association Australasia (RIAA) as a Responsible Investment Leader for 2026.

This places our Ethical Investment Australian Equities Portfolio among the top 20% of investment managers assessed, reflecting our commitment to responsible investment, ESG integration including the social and environmental outcomes being achieved, our strong and collaborative stewardship, our transparency in reporting activity, and delivering long-term value for investors seeking to align their money with their values.

The Ethical Investment Australian Equities Portfolio has also been certified as a Responsible Investment by RIAA, according to the operational and disclosure practices required under the Responsible Investment Certification Program. See www.responsiblereturns.com.au for details.¹

Insights into the Ethical Investment Australian Equities Portfolio with Karen McLeod

“Karen McLeod explains how our Australian Equities Portfolio identifies high-quality companies delivering long-term growth while contributing to positive environmental and social outcomes.”

Why Invest in the Ethical Investment Australian Equities Portfolio 

Specialists

Ethical Investment Funds Management are highly qualified to construct portfolios designed to meet ethical needs while generating a strong return

Meets Expectations

According to RIAA*, 9 in 10 Australians expect their money to be managed with social and environmental impacts taken into consideration.

Future Proof

By investing in industries of the future and targeting investments in emerging areas such as sustainable technology, healthcare and renewable energy, you may help future proof your portfolio.

Unique Offering

A first of its kind managed portfolios, providing access to investments which prioritise making a positive contribution to a sustainable future. Our Ethical Charter outlines what we consider to be a positive investment.

 

How can I invest?

The Ethical Investment Australian Equities Portfolio is currently available through the Hub24 investment and superannuation platform, making it accessible to investors seeking exposure to Australian companies delivering positive environmental and social outcomes.

If you are interested in investing in the portfolio, please speak to your financial adviser, or Contact Us.

Speak to Us

0400 782 968

© Copyright 2023 Ethical Investment Funds Management Pty Ltd ABN: 66 634 011 724
Ethical Investment Advisers (AFSL 276544) is an Australian Financial Services Licensee.

Ethical Investment Funds Management Pty Ltd is a Corporate Authorised Representative (001277050) of Ethical Investment Advisers Pty Ltd.

 

¹ The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.

 

 

Ethical Investment Funds Management acknowledge the Traditional Custodians of the lands on which we work and live, the Aboriginal and Torres Straight Islander people of Australia, and pay our respect to the Elders past, present and emerging. We recognise and respect their cultural heritage, beliefs and relationship with the land and waters, and recognise their role in caring for and maintaining the land over thousands of years. We also extend that respect to other First Nations. We see reconciliation as a fundamental responsibility and we are committed to advancing reconciliation with Australia’s First Peoples and engaging with their concerns.

 

The information on this website has been provided for general information purposes and must not be construed as investment or professional advice. Ethical Investment Funds Management suggests you consider obtaining professional advice before making any investment decisions.

 

Please refer to the Product Disclosure Statement (PDS) before making any investment decisions. Past performance is not necessarily indicative of future returns.

 

Head Office: 1 Enoggera Terrace, Red Hill QLD 4059  ABN: 26 108 175 819

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