Australian Ethical Investment Ltd runs 6 funds available to UK investors on Funds Benchmark, with £16.1B in combined assets under management. The book is concentrated in Multi-Asset (4 funds), Equity (2 funds). The average ongoing charge (OCF) across the range is 0.01% — competitive for actively-managed funds.
| # | Fund | 1Y | AUM | OCF |
|---|---|---|---|---|
| 1 |
Equity Global
Australian Ethical High Growth
AU60AUG00200
|
+18.7% | £1.1B | 0.01% |
| 2 |
Multi-Asset Australia
Australian Ethical Growth
AU60AUG01018
|
+17.9% | £929M | 0.01% |
| 3 |
Multi-Asset Global
Australian Ethical Balanced Accumulation
AU60AUG01026
|
+17.9% | £5.6B | 0.01% |
| 4 |
Multi-Asset Global
Australian Ethical Balanced
AU60AUG00010
|
+17.8% | £6.2B | 0.01% |
| 5 |
Multi-Asset Australia
Australian Ethical High Growth Accumulation
AU60AET00033
|
+16.6% | £1.0B | 0.01% |
| 6 |
Equity Australia
Australian Ethical Australian Shares
AU60AUG00028
|
+0.9% | £1.3B | 0.02% |
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We list 6 Australian Ethical Investment Ltd funds available to UK investors. Not every share class is offered by every platform — check your broker's fund list before placing an order. Use the search above each fund to see its full ISIN and pricing details.
Australian Ethical Investment Ltd's largest exposure is in Multi-Asset alongside 1 other asset class . The full breakdown by count is shown above. You can also filter the firm's funds by asset class using the buttons on the Fund Finder.
Open any Australian Ethical Investment Ltd fund's detail page to see its quartile rank against peers in the same IA sector, cumulative and discrete performance over 1Y / 3Y / 5Y, risk metrics (volatility, Sharpe, max drawdown), and full holdings breakdown. Performance data is from FE fundinfo and refreshed monthly.
Across the Australian Ethical Investment Ltd retail share classes we cover, the average ongoing charge (OCF) is 0.01%. Individual share classes vary — institutional and clean retail classes are typically cheaper than legacy retail classes with embedded platform fees. Each fund's detail page shows the OCF for that specific share class.
The table above lists every Australian Ethical Investment Ltd fund we cover, sortable by AUM, 1Y / 3Y / 5Y return, and ongoing charge. The Fund Finder offers more granular filtering across multiple managers at once.