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Comparing 3 funds

Returns, costs and exposure side by side, with sources and dates below.

Performance, starting at 100

GBP total return, daily prices to 21 Oct 2026. Source: FE fundinfo. Past performance is not a reliable guide to future returns.

If you had invested £10,000

What it would have become over 6M, GBP, month end to 30 Sep 2026.
 

Based on month end returns. Illustrative, before tax, not a prediction.

Country exposure

Average share of portfolio across these funds, as at 17 Oct 2026.

Sector exposure

No allocation data for these funds

Not available for: Australian Ethical Balanced, Australian Ethical Balanced Accumulation, Australian Ethical Growth.

AI comparison

AI assisted, not advice. Describes the data on this page.
Select Summarise differences for a short, neutral description of how these funds differ on the figures below.

Side by side

Returns in GBP, month end to 30 Sep 2026. Bold marks the highest value in the return rows, the lowest in the ongoing charge row and the largest in the fund size row.
MetricAustralian Ethical BalancedAustralian Ethical Balanced AccumulationAustralian Ethical Growth
1 year returnHighest in bold▲ +9.4%▲ +9.9%▲ +10.6%
3 year returnHighest in bold▲ +26.1%▲ +25.7%▲ +29.5%
5 year returnHighest in bold▲ +20.5%▲ +22.3%▲ +28.1%
Rank among sector peers, 1 yearQuartile among representative funds in the FE sectorQ2 of 2,833 representative fundsQ3 of 3,301 representative fundsQ3 of 35 representative funds
Ongoing charge (OCF)
Fund size, GBPLargest in bold£3.4B£3.0B£1.1B
Volatility, 1 year
FE, as at 4 Jul 2026		5.2%4.6%5.4%
Sharpe ratio, 1 year
FE, as at 4 Jul 2026		0.340.410.57
Stylen/an/an/a
FE sectorGL Multi-Asset Global BalancedGL Multi-Asset Global AggressiveGL Multi-Asset Australia Aggressive
Share classInc · AUDAUDAUD

Source: FE fundinfo, as supplied; the date shown is when FE last updated them.