Australian Ethical has announced a series of significant environmental, social, and governance (ESG) initiatives, including a record donation to the Australian Ethical Foundation and the launch of the Growth Opportunities Fund.
Material actions and disclosures
The company made a record donation of $3.4 million to the Australian Ethical Foundation in FY26, primarily through the Foundation. This donation is aimed at accelerating the transition to a regenerative economy that values and protects nature, ensuring a just and sustainable future for all.
Australian Ethical also launched the Growth Opportunities Fund in December 2024, designed to give superannuation options and multi-asset funds access to private markets and diversification beyond listed equities. The Fund exceeded its long-term return target and completed a landmark transaction with the Clean Energy Finance Corporation (CEFC), transferring five assets into the Fund and materially increasing its size and exposure to climate and sustainability-focused investments.
Additionally, the company has strengthened its approach to governance, including the appointment of Natalie Tam as Chief Risk Officer and Karen Hughes to lead the Superannuation Trustee Office.
Forward commitments
Australian Ethical aims to continue its strategic initiatives, including further enhancing user experience and improving acquisition and retention through the development of a member app and the launch of new impact funds for values-aligned investors.