Ethical Investment Growth Portfolio
We select investment managers with strong performance track records and a focus on sustainability and ethical investing
What is the Ethical Investment Growth Portfolio?
The portfolio invests across a diversified range of growth investments, including Australian shares, international shares and property assets, with the underlying managers selected specifically to ensure an optimal blend of investment styles and approaches.
Ethical Investment Funds Management screen and select the investments based on their financial performance as well as their environmental and social performance. The preferred funds are those which actively seek out companies involved in positive environmental activities or which provide benefits to society.
Calculate your Impact
Our Impact Calculator gives you the ability to see the tangible, real-world impact your money is having on the environment and society.
Why Invest in the Ethical Investment Growth 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.
Positive Investments – Who we Choose
Clean Energy
Innovation
Clean Transport
Aged Care
Responsible Banking
Energy Efficiency
Healthcare
Recycling
Education
Negative Investments – Who we Seek to Avoid
Weapons
Tobacco
Fossil Fuels
Heavy Polluters
Human Abuse
Gambling
Coal
Oil
Logging
Investment Objective
The fund aims to provide a well-diversified exposure to growth assets which aim to meet the benchmark of the Morningstar Australia Multisector Aggressive (TR) AUD Index, after fees, over the long-term.
This portfolio is ideal for growth investors looking for large amounts of capital growth in assets which suit their ethical values.
Managers we Invest In
We invest in like-minded managers who have a strong focus on sustainability and investing ethically, as well as a strong track record of performance.
How to Invest
The Ethical Investment Growth Portfolio is currently available in superannuation and investment on the Hub24 and Dash platforms. If you are interested in investing in the portfolio, please speak to your financial adviser, or Contact Us today.