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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Australian Ethical Australian Shares AUG0002AU starstarstarstar Equity Australia Mid/Small Blend 9.32% 18.42% 4.17%
Australian Ethical Australian Shares Wholesale AUG0018AU starstarstarstar Equity Australia Mid/Small Blend 8.66% 19.11% 4.80%
Australian Ethical Balanced AUG0001AU starstarstar Multisector Growth 5.83% 10.76% 4.93%
Australian Ethical Balanced Wholesale AUG0017AU starstarstarstar Multisector Growth 6.36% 11.49% 5.64%
Australian Ethical Diversified Shares AUG0004AU starstarstar Multisector Aggressive 9.66% 18.08% 7.94%
Australian Ethical Diversified Shares Wholesale AUG0019AU starstarstarstar Multisector Aggressive 10.02% 18.60% 8.45%
Australian Ethical Emerging Companies AUG0026AU starstarstar Equity Australia Mid/Small Blend 6.33% 18.07% 0.23%
Australian Ethical Emerging Companies Wholesale AUG0027AU starstarstar Equity Australia Mid/Small Blend 6.73% 18.64% 0.69%
Australian Ethical Income AUG0003AU starstarstar Australian Short Term Fixed Interest 2.69% 4.65% 2.19%
Australian Ethical Income Wholesale AUG0024AU starstarstar Australian Short Term Fixed Interest 2.69% 4.65% 2.19%
Australian Ethical International Shares AUG0006AU starstarstar Equity World Large Blend 11.29% 25.99% 11.72%
Australian Ethical International Shares Wholesale AUG0025AU starstarstar Equity World Large Blend 11.64% 26.48% 12.21%

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.