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.
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.
High-performing and sustainable ESG investment options that generate both competitive financial returns and positive impact on our community and planet.
Actively-managed and nimble portfolios that can be adapted to changing market conditions quickly, on your behalf.
A suite of portfolios suited to different risk appetites, tolerance for volatility and investment time horizons.
Data-driven research and fund selection by a dedicated Investment Committee – including oversight from industry heavy-weights, Zenith Investment Partners and Ironbark Asset Management.
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.
Responsible Investment Association Australasia
Ironbark Asset Management
Zenith Investment Partners
|Option||3 months||6 months||1 year||Since|
|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.