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.

Option3 months6 months1 yearSince

inception*

Inception* vs

Benchmark

Benchmark
Ethos High Growth-6.73%-2.99%7.49%18.51%13.68%RBA Cash Rate +4.75%pa
Ethos Growth-6.32%-3.04%6.28%16.35%12.02%RBA Cash Rate +4.25%pa
Ethos Balanced-5.91%-3.36%4.39%13.58%9.75%RBA Cash Rate +3.75%pa
Ethos Conservative-4.81%-2.96%2.64%10.02%6.94%RBA Cash Rate +3.00%pa
Ethos Defensive -4.02%-3.03%0.71%5.40%3.07%RBA Cash Rate +2.35%pa

Results as at 31 March 2022.

* Relative to launch date 1 April 2020.

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

Speak to the team.