Investments that won’t cost our future.

Responsible and sustainable investing
with Ethos Managed Portfolios.

Ethos Managed Portfolios.

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We’ve long believed that good investment is responsible investment, and that great returns don’t have to come at the expense of our community or planet.

Ethos Managed Portfolios have been created specifically for those who want an agile and actively-managed portfolio that gets competitive returns, and contributes to a sustainable future.

We partner with like-minded fund managers who use a leading approach to environmental, social and governance (‘ESG’) investing. Their positive, negative and norms-based screening allows us to offer you high-performing investment options that won’t cost our collective future.

Both nimble and noble.

With Ethos, we’ve proven you don’t need to sacrifice returns to do the right thing.

Our responsible investment portfolios are nimble and noble high-performers, backed by research and overseen by the industry’s best minds.

Our Ethos.

We seek:

  • Renewable energy
  • Community health and wellbeing
  • Sustainability and sustainable products
  • Recycling and innovative waste management
  • Efficient transport
  • Education
  • Community finance
  • Responsible technology
  • Healthy food production
  • Healthcare and research

We avoid:

  • Oil, coal, gas and other fossil fuels
  • Human and labour rights abuses
  • Animal cruelty
  • Live animal export
  • Old growth logging
  • Environmental destruction
  • Corporate tax avoidance
  • Exclusion of women from leadership
  • Offshore detention
  • Harmful financing
  • Nuclear and uranium mining
  • Social harm
  • Tobacco
  • Alcohol
  • Gambling
  • Weapons

Goodbye
green-washing.

In a world of ‘green-washing’ and marketing that’s too clever by half, it’s hard to know who’s walking their talk when it comes to responsible investing. That’s why we’re backed by only the best.

Great returns that won’t cost our future.

Option1 month3 months6 monthsSince

inception*

Inception vs

Benchmark

Ethos High Growth1.67% 8.61%13.83% 27.23% +23.57%
Ethos Growth1.54% 7.79% 12.52% 24.48%+21.20%
Ethos Balanced1.38% 6.77% 10.96%21.40% +18.49%
Ethos Conservative1.00% 5.18% 8.42% 16.50%+14.15%
Ethos Defensive 0.60% 3.07% 4.98% 10.13% +8.34%

Results as at 31 December 2020

Investment returns are after investment manager fees, model manager fees and taxes. Returns for the associated benchmarks are pre-fees. Benchmarks are Cash+ 2.25% for Defensive through to Cash+ 4.75% for High Growth. Returns for periods of greater than one year are on a per annum compound basis. Return of capital and the performance of your investment in the Fund are not guaranteed. Past performance is not a reliable indicator of future performance.

* Relative to fund launch date, April 2020

Download the full portfolio reports and register your interest in ESG investing.

Speak to the team.