SQM Research rates Australian Ethical Balanced Fund ‘Superior’
Leah Willis
Australian Ethical Investment Limited (Australia Ethical) has announced that its Balanced Fund has received a ‘Superior’ four-star rating by SQM Research, meaning it is suitable for inclusion on most Approved Product Lists (APLs).
In awarding Australian Ethical’s Balanced Fund a four-star ‘Superior’ rating, the SQM Research Report highlighted the strength of its investment team and the SAA and portfolio construction processes. It also noted the Balanced Fund’s superior outcomes versus peers since inception in terms of information ratio, Sharpe ratio, and volatility.
Australian Ethical Head of Client Relationships Leah Willis says SQM Research noted Australian Ethical Investment is established as one of Australia’s eminent ethical investment houses with a 35-year history.
“We were particularly pleased with SQM Research’s recognition of the strengths of our investment team, and their commitment to investing in sustainable companies across sectors that are growing and future focused,” Ms Willis said.
“The recognition that ethical investing is inbuilt into our culture, rather than being an ‘add on’ is an important distinction. Our total portfolio solution leverages our ethical leadership and 30-year track record, and this is also something that makes us stand out from our competitors.”
“We know that clients want to invest in line with their values. The Fund provides advisers with an easy off the shelf solution to respond to client demand and align their investments with their values.”
“We’re proud of the rigour and research that goes into our decision-making. This ensures we only invest in companies that have social and environmental purpose as part of their competitive strategy. These companies will thrive in a low-carbon, equitable future,” Ms Willis said.
