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Australian Ethical

Australian Ethical Questions & Answers

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7 questions from our users

krizelle anne n.

krizelle anne n.asked

hi i would like to do investing but im not sure of what and how/ can you help me? thanks

1 answer
Australian Ethical
Australian E.Australian Ethical

Hi there - thanks for getting in touch.

We offer Superannuation (https://www.australianethical.com.au/super/) and Managed Funds (https://www.australianethical.com.au/managed-funds/).

Is there an area of investment you're particularly interested in? You're welcome to give us a call to discuss in more detail:1300 134 337

We hope that helps get you started.



I have super with AE and I'm now considering putting money into one of the AE managed funds. So far I like the approach AE takes. The fees are pretty high though. How can you justify this?

1 answer
Australian Ethical
Australian E.Australian Ethical

Hi Jimbobaloobop,
It's always nice to hear that one of our Super members is considering one of our Managed Funds as well! We're glad you like our ethical approach to investing - and you would already be aware of our competitive performance returns.
Fees are about many things, including the level of engagement of the fund managers, and a matter of scale. Australian Ethical has a particularly high level of engagement, because of both our ethical screening, and our active investment style. Despite this, since 2013 we’ve more than halved our fees. It’s just one of the ways that as we grow, we’re making sure to share the benefits with our investors. You might also be interested to know that we are one of the best valued ethical investment funds in Australia when you take into account what our product offers. You may also find that other ‘ethical funds’ may not offer a comprehensive ethical screening process, for example only screening certain negative industries, or best of industry.
You may be interested in some of our wholesale funds, which offer the funds at a substantially reduced fee. You can find more information on our wholesale funds here: https://www.australianethical.com.au/managed-funds/fees/.
You can find more on the performance of our managed funds here: https://www.australianethical.com.au/managed-funds/performance-and-returns/
If you want to discuss our investment options, don't hesitate to call us on 1800 021 227.
- Julian at Australian Ethical.



I would like to know if Australian Ethical discloses 100% of their assets and also if there is any investments linked to Wilson, Broadspectrum or any other torture providers be it onshore or offshore, directly or indirectly? Thanks

1 answer
Australian Ethical
SherinAustralian Ethical

Hi Norbu
I am so sorry for not being able to respond to you earlier. Transparency is a key priority at Australian Ethical. That’s why we list the companies we invest in across our investments. To view the companies we invest in, please visit https://www.australianethical.com.au/companies-we-invest-in/.

Thank you
Sherin at Australian Ethical



Are medical tests required to get insurance coverage from AEO?

1 answer
Australian Ethical
Andrew SellenAustralian Ethical

Hi there,
Sorry it's taken us so long to respond - we didn't get a notification about this question but here's the answer!

For our default coverage for disability & total disability cover no medical examinations are required. For additional cover or a fixed amount etc, there is an application process by which you'll need to answer medical questions. Sometimes blood tests or medical results/scans are required after completing the medical questions.

- Grace, Australian Ethical



Can you please send me a list of the companies you invest in as I would be interested to know which companies are ethical in your opinion and could you also provide me with information on how well these companies have performed? [details removed] Thank you.

1 answer
Australian Ethical
Andrew SellenAustralian Ethical

Hi Kate,
All our investments and business activities are guided by our Ethical Charter (www.australianethical.com.au/australian-ethical-charter) which requires us to take into account the interests of people, non-human animals, and the environment. By using the Charter we have a full list of the companies we invest in always on our website (https://www.australianethical.com.au/companies-we-invest-in/). By investing in these companies, we've seen strong performance over the past 30 years. Full performance figures are listed on our website! https://www.australianethical.com.au/managed-funds/

Grace, Australian Ethical



When the share market goes down or if there is a financial collapse (2008) does Ethical funds go down?

1 answer

Christiane , are you serious if you cannot answer this yourself , You Should NOT be an investor , Markets go up, markets go down, so to answer the Question its a big YES



Is there any way you ate able to find "lost" super?

1 answer
Australian Ethical
Andrew SellenAustralian Ethical

Hi Carrol, Yes, we're one of the few super funds in Australia that can find and roll over all your other super for you! Simply mark the relevant check box in our easy online application, which only takes about 2-3 minutes to complete here: http://www.australianethical.com.au/join-now.
– Beth at Australian Ethical.

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