The recent release of the February Mercer Survey for managed funds and super shows Australian Ethical’s funds continue to lead in most investment categories. David Macri, CIO, Australian Ethical was extremely pleased with the results as they continue to demonstrate the strength of Australian Ethical’s investment philosophy and processes, which have allowed its investors to […]
David Macri
Money + Ethics The Winning Mix For Savvy Investors
Australian Ethical’s Smaller Companies fund won No. 1 spot in SuperRatings’ ‘Australian Shares’ category — produced a return of 16.05% Australian Ethical’s Advocacy fund option was also No. 1 out of the 69 funds in the SuperRatings’ ‘High Growth’ category — produced a return of 15.98% Australia’s leading, independent superannuation research firm, SuperRatings, has released […]
Australian Ethical appoints Mason Willoughby-Thomas CFA as portfolio manager for the $277mn Australian Ethical Larger Companies Trust
CIO David Macri steps down as PM of Larger Companies Trust to focus on strategic development of the current business and its offerings “I am delighted to move Mason up to full control of the Larger Companies Trust. He has become an invaluable team member at Australian Ethical over his 2+ years with us and […]
Australian Ethical develops fixed interest fund aiming to outperform the broad market index
Australian Ethical’s ‘Fixed Interest Trust’has $125m FUM Trust utilises the same ethical process for all Australian Ethical funds “Australians wanting to invest in ethical fixed interest assets can – for the first time – have access to a managed fund that aims to match or better the mainstream index via Australian Ethical’s Fixed Interest Trust (AEFI Trust),” […]
Australian Ethical fund performance is booming (28 February figures)
International Equities Trust produced 51.9% over past 12 months Smaller Companies Trust produced 16.9% over past 12 months Larger Companies Trust produced 24.2% over past 12 months “We have provided consistently high returns for our clients from a sustainably-focused investment process,” said Australian Ethical CIO, David Macri. Key Australian Ethical findings in January 2014 Mercer […]
Australian Ethical fund performance is booming
2013 Mercer survey confirms strong performance Australian Ethical Smaller Companies Trust ranked 1st over 6 months (out of 103 funds) ranked 1st over 7 years (out of 70 funds) Sydney 10 December 2013: Australian Ethical CIO, David Macri, credits the funds’ outstanding performance to the manager’s consistent approach. “This great performance over the longer term […]