What is the best performing managed fund in Australia?

Top performing investment funds

Fund name APIR Returns
3 Yr.
Harvest Lane Asset Management Absolute Pls FHT6993AU 10.08%
Lazard Australian Equity (I Class) LAZ0006AU 7.30%
Lazard Australian Equity (W Class) LAZ0010AU 7.16%

How good is Australian Ethical Super?

Fantastic ethical super product Website is clear and easy to use. Australian Ethical have been around since the 80s and perform just as well as non-ethical super. Their ethical standards are very thorough and broken down nicely on the website.

Is Australian ethical investment a good investment?

Australian Ethical Super’s Australian Shares option ranks #1 over 3 years (19.86%), 5 years (13.45%) out of 46 funds, ranks #1 over 7 years (13.56%) out of 45 funds and #1 over 10 years (14.62%) out of 41 funds according to the SuperRatings Fund Crediting Rate Survey – SR50 Australian Shares Index as at 31 December …

Do ethical funds perform better?

In fact, there is a growing body of evidence that shows super funds and investment funds that take an ethical and responsible approach often perform better than their peers.

Is Australian Ethical Super not for profit?

The Foundation has now given away more than $3 million to not-for-profits that are working to benefit the planet, people and animals. Our Foundation Officer Nick Chadwick puts it this way: “The Australian Ethical Foundation works with not-for-profit organisations to create systemic and grassroots change.

What is the most ethical super fund in Australia?

Ethical super investment funds

  • AustralianSuper: Socially Aware investment fund.
  • HESTA: Eco Pool investment fund.
  • Australian Ethical: Balanced investment fund.
  • Future Super: Renewables Plus Growth investment fund.
  • Christian Super: MyEthical super investment fund.
  • Active Super: MySuper investment fund.

Is Australian Ethical an industry super fund?

What is the average return on a trust fund?

The numeric average of the 12 monthly interest rates for 2019 was 2.219 percent. The annual effective interest rate (the average rate of return on all investments over a one-year period) for the OASI and DI Trust Funds, combined, was 2.812 percent in 2019.

What is Australian Ethical balanced Inc?

Australian Ethical Balanced Inc. To provide investors with a balance between capital growth and a moderate level of income through a diversified portfolio of assets that supports the Australian Ethical… The opportunity to invest in a diversified portfolio of asset types and markets to reduce the volatility of returns.

What is driving Australian Ethical’s financial performance?

A shift in consumer attitudes to responsible investing has boosted the financial performance of Australian Ethical as it embarks on an “once-in-a-business-lifetime” aggressive growth strategy.

How much do Australian funds underperform benchmark funds?

Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79% ^. Straight to the CORE, good interview eees! & of course good interviewers, who have researched their topic .