Australian Ethical Investment Ltd Funds
£9.4B combined fund size · 2 asset classes · average OCF 1.18%.
How Australian Ethical Investment Ltd funds have returned on average.
Average 1Y return to September 2026 end, GBP net total return.
Source: FE fundinfo. Past performance is not a reliable guide to future returns.
No composite is available for this category yet.
Australian Ethical Investment Ltd funds are covered on Funds Benchmark, with £9.4B in combined fund size, in GBP (funds that disclose size). The range is concentrated in Multi-asset, Equity. The average ongoing charge (OCF) across the range is 1.18%. Every fund below links to a detail page with its latest price, performance over 1Y / 3Y / 5Y where available, fees and holdings, comparable side by side against benchmark and peers.
Next: Screen Australian Ethical Investment Ltd funds in Find Funds or browse all Australian Ethical Investment Ltd funds.
Asset class mix
- Multi-asset85.9%
- Equity14.1%
Largest Australian Ethical Investment Ltd funds
Top Australian Ethical Investment Ltd funds by assets under management, one share class per fund.
Australian Ethical Investment Ltd holdings
No position is among the ten largest holdings of three or more of these funds.
Shown when at least 3 funds have the top position among their ten largest holdings. Bar: average weight among those funds.
Australian Ethical Investment Ltd funds by 1Y return
| Fund | 1Y return | Fund size (GBP) | OCF |
|---|---|---|---|
| Australian Ethical High GrowthAU60AUG00200 | |||
| Australian Ethical GrowthAU60AUG01018 | ▲ +10.6% | £1.1B | |
| Australian Ethical Balanced AccumulationAU60AUG01026 | ▲ +9.9% | £3.0B | |
| Australian Ethical BalancedAU60AUG00010 | ▲ +9.4% | £3.4B | |
See all fundsA free account shows the full list. | |||
| Australian Ethical High Growth AccumulationAU60AET00033 | |||
| Australian Ethical Australian SharesAU60AUG00028 | |||
Categories
Fund data from FE fundinfo. Past performance is not a reliable guide to future returns. Funds Benchmark provides information only and does not give investment advice.
All Australian Ethical Investment Ltd funds (6)
Equity (2)
Multi-asset (4)
Compare Australian Ethical Investment Ltd funds side by side
See every Australian Ethical Investment Ltd fund in one place, then pick up to 5 to compare on performance, holdings and fees.
About Australian Ethical Investment Ltd
Where can I find Australian Ethical Investment Ltd fund prices and factsheets?
Every Australian Ethical Investment Ltd fund's detail page on Funds Benchmark shows its latest price (NAV), performance, ongoing charge, fund size and holdings where available. The data comes from FE fundinfo and is shown alongside the fund's benchmark and peers.
Which Australian Ethical Investment Ltd funds does Funds Benchmark cover?
Funds Benchmark covers the Australian Ethical Investment Ltd funds listed on this page, grouped by asset class. Funds differ in domicile and legal structure, and whether you can buy a given fund depends on your country, your platform and the fund's own documentation. Check each fund's details before investing.
What asset classes does Australian Ethical Investment Ltd cover?
Australian Ethical Investment Ltd's largest group on Funds Benchmark is Multi-asset, alongside other asset classes. The groups are listed in the all funds section on this page, and you can filter the firm's funds by asset class in the Fund Finder.
How are Australian Ethical Investment Ltd funds rated against peers?
Open any Australian Ethical Investment Ltd fund's detail page to see how it compares with peers where peer data is available, along with performance over 1Y / 3Y / 5Y where available, risk metrics such as volatility, Sharpe ratio and maximum drawdown where available, and its holdings. Performance data is from FE fundinfo. Past performance is not a reliable guide to future returns.
What's the average fee on Australian Ethical Investment Ltd funds?
Across the funds we cover, the average ongoing charge (OCF) is 1.18%. Individual share classes vary, so check the OCF on each fund's page.
Where can I see Australian Ethical Investment Ltd's top-performing funds?
The table on this page shows up to 30 Australian Ethical Investment Ltd funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter Australian Ethical Investment Ltd funds and compare them with funds from other managers by performance, fees and asset class.