The Ethical Investment Mid-Cap Portfolio returned 8.73% for the quarter, underperforming the All Ordinaries Accumulation Index which rose 11.06%.... more
We recommend investments that suit your specific needs
Your investment, your choice. We ask you about your goals, risk tolerance and ethical values first
You can select from secure government-backed investments to speculative company shares
Our clients are a diverse group of people from a range of backgrounds, but they all have one thing in common; they all want to ensure that their money is helping, rather than harming, the environment and society, while making a competitive return. Our clients know that they need ethical investment advice so their superannuation and investments don’t contradict the issues and values that they hold dear.
Investments that suit your financial goals
Intergrate your ethical values with your financial goals
Shares, bonds, managed funds, term deposits & other securities.
We operate with diligence, integrity & competence
We place your interests first at all times.
Our team is passionate about ethical investment
We are pleased to know that we are limiting our exposure to, and therefore our contamination from, profits derived from the unethical and unsustainable practices of many of Australia’s biggest companies.
Dr J Ratcliffe