Mr Gracey will transition portfolio responsibility to Head of Equities Nathan Parkin, who will assume full management of the Fund from the end of September, with Mr Gracey remaining in an advisory capacity until mid-December 2025.

Deputy CIO John Woods said, “Andy has made a valuable contribution to the firm over the past 20 years, and we’re thankful for his dedication and long-standing service. We’re grateful for his commitment to both the firm and our clients, and we wish him all the best in his next endeavour. We’re pleased to have a capable and experienced successor in Nathan, and we’re confident in the continued investment discipline and focus on values that have been hallmarks of our approach.”

Departing Portfolio Manager Andy Gracey said, “I’ve enjoyed the past 20 years at Australian Ethical immensely and am proud to have reached this milestone. I have complete confidence in Nathan’s leadership and was thrilled when he accepted the role. I’ll continue to support the business and the team through to my departure in December, and I look forward to working closely with everyone over the next five months.”

Head of Equities and incoming Portfolio Manager of the Fund Nathan Parkin said, “It’s an honour to carry on Andy’s exceptional management of the Fund.  We’re excited by the continuing opportunities for clients in small and micro-caps, utilising our excellent pedigree in researching this part of the market.”

Mr Parkin brings more than 30 years’ experience in Australian financial markets, including two decades in small and mid-cap management. Previously he managed up to $6.5bn in Australian equities portfolios as Deputy Head of Equities at Perpetual Investments and co-founded Ethical Partners Funds Management where he was the Investment Director.  

Since its inception 10 years ago, the Emerging Companies Fund has delivered 12.2% returns pa compared to its benchmark of 6.8% pa over the same period^[1].

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[1] Performance information is correct at 30 June 2025. Past performance is not a reliable indicator of future performance. The information provided does not constitute personal financial advice and has been prepared without considering your objectives, financial situation, or needs. Before making an investment decision, carefully review the FSG, PDS and TMD at australianethical.com.au to consider if the product is right for you.

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Nathan brings more than 30 years’ experience in Australian financial markets, including managing up to $6.5bn in Australian equities portfolios as Deputy Head of Equities at Perpetual Investments and co-founding Ethical Partners Funds Management where he was the Investment Director.

In this role, Nathan will lead Australian Ethical’s high-performing equities team and contribute to furthering the development of the firms’ global and local equities strategies, product offering, and support on the expansion of distribution activity.

Australian Ethical CIO Ludovic Theau said, “We have been investing in our investment capability in a disciplined way over the past 5 years and Nathan’s appointment is yet another milestone in the execution of our strategy.

“Nathan brings a depth of knowledge and expertise in responsible investment leadership, and his appointment builds on the exceptional talent we already have. He will play a critical role in continuing to deliver on our conviction that ethical investment delivers strong long-term performance.”

Incoming Head of Equities Nathan Parkin said, “I’m excited to join Australian Ethical as an organisation with such authenticity and clear purpose. I look forward to helping Australian Ethical continue to provide excellence in ethical investment, on behalf of those wanting to exercise genuine choice. It’s philosophy also aligns with my belief that capital markets have a critical role in encouraging corporates to further their net zero ambitions.”

This appointment follows Australian Ethical’s acquisition of sustainable fixed Income manager Altius Asset Management and its team of seven, and the appointment of Adam Roberts to the role of Head of Private Markets in mid-2024.

Nathan joins Australian Ethical at a time when it’s investment approach, products and team continue to receive recognition with the multi-asset suite most recently receiving a ‘Recommended’ Lonsec rating, and the flagship Australian Shares Fund achieving 30 years of out-performance against the benchmark.

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