Portfolio holdings and rationale

June 29, 2020
Investment Updates
Download Now

Other Views & Insights

Investment Updates

March 2022 Investment Report

April 22, 2022

During March 2022 the Fund returned 3.83% versus the S&P/ASX 300 Accumulation Index of 6.90%. Over the last 12 months the Fund has returned 15.55%, slightly ahead of the market (after fees).

ESG Insights

Feb 2022 Reporting Season Wrap

March 22, 2022

Our internal Sustainability Team has analysed the recent reporting season, producing this market leading report.

Investment Updates

February 2022 Investment Report

March 22, 2022

During February 2022 the Fund returned 1.87% versus the S&P/ASX 300 Accumulation Index of 2.09%, underperforming the market by 0.21%. Over the past 12 months the Fund has returned 14.7%, outperforming its benchmark by 4.45% (after fees).‍

Investment Updates

January 2022 Investment Report

February 22, 2022

During January 2022 the Fund returned -8.35% versus the S&P/ASX 300 Accumulation Index of -6.45%, underperforming the market by 1.90%. Over the last 12 months the Fund has returned 12.51%, outperforming the market by 2.92%.

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
Site by DAVIDNOLAN
Ethical Partners Funds Management
About UsESG ApproachOur TeamHow To InvestOur Views
Tatrai Giving Fund
Overview
Legal
General disclaimer
and terms and conditions
Follow Us
Linkedin