Ethical Superannuation and Managed Funds

Tagline Brand's website · 2026-11-07

Australian Ethical provides ethically screened superannuation, pension, managed fund and ETF investment products.

Description Brand's website · 2026-11-07

Australian Ethical is an Australian ethical investment provider offering superannuation, pension, managed fund and ETF products. It applies ethical screening and investment research to direct capital toward companies and sectors it expects to contribute to a lower-carbon and fairer future, while restricting investment in areas such as fossil fuels, gambling and tobacco.

Mission Brand's website · 2026-11-07

To invest ethically with the aim of building a better future for investors, their communities, people, the planet and animals.

Founders & leadership Brand's website · 2026-11-07

John McMurdo — Chief Executive Officer and Managing Director; Steve Gibbs — Chair and Non-Executive Director; Ludovic Theau — Group Executive Asset Management and Chief Investment Officer; Maria Loyez — Group Executive Superannuation; Alison George — Chief Impact & Ethics Officer. The Australian Ethical Investment Ltd Board comprises a non-executive chair, five non-executive directors and a managing director. The Australian Ethical Superannuation Pty Ltd Super Board is chaired by Fiona Reynolds.

Website Brand's website · 2026-11-07

https://australianethical.com.au

Voice & tone Brand's website · 2026-11-07

Purpose-driven, optimistic, ethical, educational and accessible, with an emphasis on positive impact, long-term investing and investing in line with personal values.

Founded Brand's website · 2026-11-07

1986

Problem solved Brand's website · 2026-11-07

Helps investors pursue long-term financial outcomes while aligning their superannuation and investments with ethical, environmental and social values, including avoiding industries they consider harmful.

Core capabilities Brand's website · 2026-11-07

• Ethical screening and assessment of investments using Ethical Criteria and an Ethical Charter
• Superannuation and pension investment management
• Managed fund and ETF investment management
• Portfolio construction and diversified investment across equities, fixed income, quantitative strategies, multi-asset and private markets
• Investment research and long-term, risk-adjusted portfolio management
• Stewardship and influencing companies toward positive change
• Ethical investment reporting, product disclosure and investor resources

Products / SKUs Brand's website · 2026-11-07

• Superannuation investment options, including Defensive, Conservative, Balanced, Growth, High Growth, International Shares and Australian Shares
• Pension investment options
• Managed funds, including the Emerging Companies Managed Fund
• ETFs
• Insurance associated with superannuation
• Ethical investment guides, product disclosure statements and investor resources

Target industry Brand's website · 2026-11-07

Financial services, superannuation, asset management and responsible investment.

Customer base Brand's website · 2026-11-07

Individual investors, superannuation members, pension members, employers and financial advisers.

Ideal customer profile Brand's website · 2026-11-07

Australian individuals and households seeking superannuation, pension or investment products that combine long-term financial objectives with ethical and sustainable investing; also employers and advisers seeking ethically screened investment solutions.

Use cases Brand's website · 2026-11-07

• Investing superannuation for retirement
• Managing pension investments
• Choosing investment options aligned with ethical and sustainability values
• Investing in managed funds or ETFs
• Combining or rolling over superannuation funds
• Making additional superannuation contributions
• Accessing investment products for clients through adviser channels
• Directing capital toward renewable energy, IT, healthcare, education and other future-building sectors

Customer outcomes Brand's website · 2026-11-07

• Access to ethically screened superannuation, pension, managed fund and ETF products
• The ability to invest in line with values relating to people, planet and animals
• Diversified portfolios designed for long-term, risk-adjusted returns
• Exposure to businesses contributing to a lower-carbon and fairer future
• Reduced exposure to restricted sectors including fossil fuels, gambling and tobacco
• Greater information about ethical criteria, investment objectives, risks, fees and performance