Morningstar Fund Rankings for FY23 released

August 8, 2023
Investment Updates

The survey comprises 69 managers across Growth, Value, Blend and Index categories.

The Ethical Partners Ausralian Share Fund outperformed the Morningstar Australia GR AUD Index by +7.6% in FY23.

Past performance provides no guarantee of future performance. Please see the relevant disclaimers and disclosures at www.morningstar.com/company/disclosures

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Other Views & Insights

ESG Insights

Ethical Partners signs Finance Statement on Plastic Pollution

April 22, 2024

Ethical Partners has joined 160 global investors, banks, insurers, and finance-related initiatives calling on governments to establish an internationally legally binding agreement to end plastic pollution.

Investment Updates

Lithium demand/supply equation moving quickly back to balance

April 15, 2024

Ethical Partners has developed a proprietary in-house lithium demand / supply model which indicates the global market is moving rapidly back into balance. But before we explain why we believe this to be the case, some background and context is necessary.

ESG Insights

Ethical Partners signs onto business community statement on ecocide law

March 27, 2024

In line with our commitment to address natural capital risks, opportunities and impacts in our investment activities, Ethical Partners have increasingly engaged with portfolio companies on their nature-related issues and advocated for policy and regulatory frameworks to drive improved outcomes for nature and biodiversity.

Major Reports

Ethical Partners is very pleased to share our new Credible Transition Plan Framework

March 19, 2024

Ethical Partners notes that whilst there has been a welcome increase in carbon emission reduction targets and commitments across the ASX over the past few years, there is wide variation in the detail included in these plans, as well as the credibility of the transition planning by ASX listed companies. In fact, in our own internal and detailed assessments of the credibility of ASX listed companies’ transition plans through Ethical Partners proprietary in-house ESG analysis and investment process, not one company assessed met all key elements of what Ethical Partners deems credible for a transition plan.

Ethical Partners Management Services ACN 623 503 720 as Corporate Authorised Representative of Ethical Partners Funds Management Pty Ltd ACN 623 475 454; AFSL 504749

Level 6, Johnsons Building,
36 Grosvenor Street
SYDNEY  NSW  2000

Telephone: 02 8999 1228
Email:
investors@ethicalpartners.com.au
www.ethicalpartners.com.au
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