Ethical investing guide

You might be surprised where some ethical and sustainable funds invest your money.
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04.Funds compared

Table 1

This shows a range of ethical and sustainable super funds, the different investment approaches they take, and examples of where they can and can’t invest. Some of the same options are often available through large super funds.

    Investment returns
(% pa)
RI approach
Industries included **
Fund name Other large funds offering this investment* 1 year 3 years 5 years Best of sector Positive screen Negative screen Alcohol manuf. Defence Gambling Uranium mining
AMP Capital Sustainable Share (S) Qsuper, UniSuper, ARIA, Sunsuper 23.99 23.9 18.03 •(D)
Australian Ethical Super Equities Asgard, Navigator, Macquarie Wrap 32.84 21.12 15.77
BT Institutional Australian Sustainability Share Australian Super, BT SuperWrap, UniSuper 23.76 25.27 17.62
BT Institutional Ethical Share Australian Super, BT SuperWrap, UniSuper 32.99 31.65 23.63 •(E)
Challenger Socially Responsive Share Asgard, BT Wrap, Macquarie Wrap 28.46 23.92 16.81 (B) (B) (B) (B)
Hunter Hall Australian Equities Asgard, BTWrap, ING, Macquarie Wrap 35.42 18.14 na
ING Sustainable Investment Australian Share ANZ & ING One Answer, ANZ & ING Corporate Super 26.84 24.41 na
Perpetual Ethical SRI Australian Super, BT SuperWrap, MLC MasterKey 33.17 25.33 na (C) (C) (C) (C)
SAM Sustainability Leaders Australia Fund (A) Vic Super, JUST Super, Statewide, Vision Super 25.17 24.93 17.16
Benchmark ASX 200 Index 28.7 26.3 19.32

Table notes

Investment returns as at 30 June 2008 after fees. Source: Morningstar and the investment funds.

* Or a similar option from the same fund manager.
** Shows whether the fund can or can’t invest in these industries.

na Not applicable.

TBC To be confirmed.

(A) Challenger may invest in this industry in volatile markets for risk management purposes.
(B) Not allowed if the company receives a ‘material proportion’ of its revenue from this industry.
(C) AMP’s ‘materiality’ clause means that it invests in BHP Billiton, as the company gets less than 5% of its revenue or profits from uranium.
(D) Not for weapons manufacture.


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