Ethical Fund Ratings – Ethical Advisers Co-op

Ethical Fund Leaf Ratings

The Ethical Advisers Co-operative has developed the Ethical Fund ‘Leaf’ Ratings system to assist people in making choices for their investments and superannuation that are in line with their ethical values.

What are the Ethical Fund Leaf Ratings?

The Ethical Advisers Co-operative developed the Ethical Fund ‘Leaf’ Ratings to assist people in making choices for their investments and superannuation that are in line with their ethical values.

The Co-op have rated funds which have an ethical or sustainability title or focus. We applaud all investment managers who attempt to invest ethically and sustainably. There are quite significant efforts being taken within the finance industry to develop more ethical and sustainable investments.

All of the funds rated by the Co-op are making an effort to invest in more environmentally sustainable, ethical and socially responsible investments. The Ethical Fund Ratings website is designed to help you understand the differences between these funds, to help make a choice about investing in an ethical fund, and to help ensure that the fund you invest in meets your personal ethical values.

This report presents factual information relating to the ethical considerations of this managed fund. It does not include any analysis of fees, performance, or financial suitability, and does not constitute financial advice.

The ethical score is subjective and benchmarked against the preferences of the average ethical client of participating advisers. Your ethical priorities may differ.

We recommend speaking to an experienced ethical financial adviser for personalised guidance before making any investment decisions.

The Ethical Advisers’ Co-op acknowledge the Traditional Custodians of the lands on which we work and live, the Aboriginal and Torres Straight Islander people of Australia, and pay our respect to the Elders past, present and emerging. We recognise and respect their cultural heritage, beliefs and relationship with the land and waters, and recognise their role in caring for and maintaining the land over thousands of years. We also extend that respect to other First Nations. We see reconciliation as a fundamental responsibility for The Ethical Advisers’ Co-op and we are committed to advancing reconciliation with Australia’s First Peoples and engaging with their concerns.

We acknowledge and pay our respects to Māori as the tangata whenua the indigenous people of Aoteroa (New Zealand) and their ancestors who have cared for the whenua (land), its forests, rivers, and mountains for generations. We recognise their continuing connection and contribution to the whenua, and as Treaty of Waitangi partners and we are committed to building respectful relationships with Māori communities and to working towards a more just and equitable society.

As ethical financial advisors, we commit to building respectful relationships with Indigenous communities, working towards economic empowerment and self-determination, and supporting the financial well-being of all Australians and New Zealanders. We recognise that ethical financial advice creates positive change and contributes to a sustainable future, and we are committed to using our skills and expertise to make a difference.

The contents of this website are provided for informational purposes only and do not constitute financial product advice. The Ethical Advisers Co-operative does not provide personal or general financial advice through this website.

The information, including survey results and associated documents, is factual in nature and relates solely to the ethical considerations of various investment options. It does not consider fees, past or future performance, or financial suitability, nor does it take into account any individual’s objectives, financial situation, or needs.

The ethical scores and assessments presented are based on methodologies used by participating advisers and are benchmarked against the ethical preferences of their average ethical client. These scores are subjective and may not align with individual values or circumstances. Users should seek independent financial advice from a qualified adviser before making decisions regarding investments or superannuation products.

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