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
The performance and security of ethical investments tend to mirror the general investment markets, ranging from very secure government-backed investments to speculative company shares.
Most ethical investors have balanced portfolios with some funds in very secure investments and some in more speculative areas.
Like traditional financial advisers, we analyse the financial appropriateness of stocks, managed funds and other investment products to determine if they are well-priced, have the potential to outperform, are well-managed and are suitable for your needs.
We use specialist ethical investment research to complete this analysis, along with our own internal analysis.
We ask you about your goals, risk tolerance and ethical values before recommending investments suitable for you. You also can choose, to a certain degree, the level of income and/or growth you want.