Australian Ethical Super

Headline option: Balanced. Holdings as disclosed at 30 June 2026. Source: Australian Ethical portfolio holdings disclosure.

Option size

$5.5bn

sum of disclosed assets

Listed shares

$2.9bn

53% of the option

ASX holdings

$1.3bn

150 stocks, 40% of listed

Internally managed

40%

of assets where the fund must say (fixed income, unlisted)

The fund at a glance

Member accounts

122,040

down 4% in a year

Average balance

$78,038

per member account

10-year return

7.2%

a year, whole fund, after costs and tax

Costs

1.1%

investment and operating, share of assets

Australian Ethical as reported to APRA at 30 June 2025. Source: APRA Annual fund-level superannuation statistics, CC BY 3.0 AU. Compare every fund.

Top ASX holdings, Balanced

Stock	Value	% of ASX holdings	% of register
CBA Commonwealth Bank of Australia	$90.5m	6.8%	0.03%
WBC Westpac Banking Corporation	$72.0m	5.4%	0.06%
NAB National Australia Bank	$67.4m	5.1%	0.06%
MQG Macquarie Group	$58.1m	4.4%	0.06%
GMG Goodman Group	$45.1m	3.4%	0.07%
CSL CSL	$39.1m	2.9%	0.07%
TLS Telstra Group	$33.0m	2.5%	0.06%
COL Coles Group	$32.4m	2.4%	0.10%
PLS PLS Group	$31.5m	2.4%	0.19%
QUB Qube Holdings	$30.9m	2.3%	–
WES Wesfarmers	$30.9m	2.3%	0.03%
WOW Woolworths Group	$28.0m	2.1%	0.06%
QBE QBE Insurance Group	$23.2m	1.7%	0.06%
RWC Reliance Worldwide Corporation	$22.6m	1.7%	0.77%
XRO Xero	$21.1m	1.6%	0.17%
RMD Resmed	$20.8m	1.6%	0.05%
MGR Mirvac Group	$20.7m	1.6%	0.31%
CWY Cleanaway Waste Management	$20.2m	1.5%	0.38%
PXA PEXA Group	$19.4m	1.5%	1.07%
CAR CAR Group	$19.0m	1.4%	0.19%
SGM Sims	$18.3m	1.4%	0.35%
DXS Dexus	$17.9m	1.4%	0.31%
NHF NIB Holdings	$17.9m	1.3%	0.52%
SDR Siteminder	$17.4m	1.3%	1.51%
ALX Atlas Arteria	$16.3m	1.2%	0.22%

All 150 ASX holdings

GPT GPT Group	$15.9m	1.20%
WEB Webbeds Group	$15.1m	1.14%
BXB Brambles	$14.9m	1.12%
SUN Suncorp Group	$14.6m	1.10%
ALQ ALS	$14.4m	1.08%
IAG Insurance Australia Group	$13.5m	1.02%
ORA Orora	$13.5m	1.01%
CHC Charter Hall Group	$12.9m	0.97%
IGO IGO	$11.8m	0.89%
BEN Bendigo and Adelaide Bank	$11.7m	0.88%
BOQ Bank of Queensland	$11.6m	0.87%
SGP Stockland	$11.5m	0.87%
ABB Aussie Broadband	$11.1m	0.84%
RHC Ramsay Health Care	$11.0m	0.83%
CGF Challenger	$10.5m	0.79%
DOW Downer Edi	$10.5m	0.79%
SKS SKS Technologies Group	$10.4m	0.78%
CPU Computershare	$10.2m	0.77%
XYZ Block,	$8.9m	0.67%
GNP Genusplus Group	$8.8m	0.66%
EVN Evolution Mining	$8.2m	0.62%
NST Northern Star Resources	$8.1m	0.61%
IPH IPH	$7.9m	0.59%
TCL Transurban Group	$7.2m	0.54%
TPG TPG Telecom	$7.1m	0.54%
SFR Sandfire Resources	$6.6m	0.50%
MAQ Macquarie Technology Group	$6.6m	0.49%
NXL Nuix	$6.5m	0.49%
GNC Graincorp	$6.3m	0.47%
SDF Steadfast Group	$6.2m	0.47%
SIG Sigma Healthcare	$6.2m	0.46%
SRV Servcorp	$6.1m	0.46%
COH Cochlear	$6.1m	0.46%
NXT NEXTDC	$6.1m	0.46%
CSC Capstone Copper Corp	$5.9m	0.45%
HUB HUB24	$5.9m	0.44%
REH Reece	$5.4m	0.41%
ASX ASX	$5.3m	0.40%
NWL Netwealth Group	$5.1m	0.38%
CGS Cogstate	$5.1m	0.38%
JBH JB Hi-Fi	$4.8m	0.36%
PPM Pepper Money	$4.8m	0.36%
ZIP ZIP Co	$4.8m	0.36%
JDO Judo Capital Holdings	$4.7m	0.35%
CCL Cuscal	$4.6m	0.35%
NEC Nine Entertainment Co. Holdings	$4.5m	0.34%
MPL Medibank Private	$4.4m	0.33%
SUL Super Retail Group	$4.4m	0.33%
360 Life360	$4.2m	0.32%
BRG Breville Group	$4.0m	0.30%
ARF Arena REIT	$4.0m	0.30%
PPT Perpetual	$4.0m	0.30%
IDX Integral Diagnostics	$3.9m	0.30%
AFG Australian Finance Group	$3.9m	0.29%
ANN Ansell	$3.8m	0.28%
SHL Sonic Healthcare	$3.7m	0.28%
PME Pro Medicus	$3.6m	0.27%
WGN Wagners Holding Company	$3.5m	0.26%
AMP AMP	$3.4m	0.26%
NAN Nanosonics	$3.3m	0.25%
SXE Southern Cross Electrical Engineering	$3.3m	0.24%
MGH Maas Group Holdings	$3.2m	0.24%
SEK Seek	$3.1m	0.23%
TNE Technology One	$2.9m	0.21%
TLX Telix Pharmaceuticals	$2.8m	0.21%
LTR Liontown	$2.3m	0.18%
MP1 Megaport	$2.3m	0.18%
HSN Hansen Technologies	$2.3m	0.17%
OFX OFX Group	$2.2m	0.17%
HLI Helia Group	$2.1m	0.16%
SOM Somnomed	$2.1m	0.16%
PGC Paragon Care	$2.1m	0.15%
FPH Fisher & Paykel Healthcare Corporation	$2.0m	0.15%
MYG Mayfield Group Holdings	$2.0m	0.15%
FDC FDC Consolidated Holdings	$1.9m	0.14%
REA REA Group	$1.9m	0.14%
EQT EQT Holdings	$1.8m	0.14%
AHC Austco Healthcare	$1.7m	0.13%
AOV Amotiv	$1.7m	0.13%
ERD Eroad	$1.6m	0.12%
SYL Symal Group	$1.5m	0.11%
IEL IDP Education	$1.5m	0.11%
BVS Bravura Solutions	$1.2m	0.09%
M7T Mach7 Technologies	$1.2m	0.09%
FCL Fineos Corporation Holdings	$1.1m	0.08%
TYR Tyro Payments	$1.0m	0.08%
CNI Centuria Capital Group	$957k	0.07%
ARX Aroa Biosurgery	$779k	0.06%
EYE Nova EYE Medical	$667k	0.05%
CYC Cyclopharm	$645k	0.05%
PYC PYC Therapeutics	$622k	0.05%
AHL Adrad Holdings	$599k	0.05%
CQE Charter Hall Social Infrastructure REIT	$509k	0.04%
ACE Acusensus	$477k	0.04%
PLT Plenti Group	$461k	0.03%
COF Centuria Office REIT	$431k	0.03%
IKE Ikegps Group	$394k	0.03%
GOZ Growthpoint Properties Australia	$359k	0.03%
UBN Urbanise.com	$280k	0.02%
MNV Monvia	$238k	0.02%
MCP Mcpherson's	$223k	0.02%
JAN Janison Education Group	$216k	0.02%
HPG Hipages Group Holdings	$190k	0.01%
ATH Alterity Therapeutics	$178k	0.01%
NOL Nobleoak Life	$175k	0.01%
RWL Rubicon Water	$162k	0.01%
CCG Comms Group	$160k	0.01%
SSM Service Stream	$158k	0.01%
OSL Oncosil Medical	$135k	0.01%
IPD Impedimed	$131k	0.01%
EPX EPX	$111k	0.01%
BPG Black Pearl Group	$89k	0.01%
FHE Frontier Energy	$89k	0.01%
IRE IRESS	$77k	0.01%
RAD Radiopharm Theranostics	$53k	0.00%
PRO Prophecy International Holdings	$50k	0.00%
EOL Energy One	$35k	0.00%
EPI Epiminder	$31k	0.00%
JNS Janus Electric Holdings	$28k	0.00%
KYP Kinatico	$14k	0.00%
IMD Imdex	$9k	0.00%
C79 Chrysos Corporation	$4k	0.00%
AIH Advanced Innergy Holdings	$2k	0.00%
DUB Dubber Corporation	$717	0.00%
ASG Autosports Group	$298	0.00%

Where Balanced is invested

Listed shares

52.9%

Fixed income

24.0%

Listed property

6.6%

Unlisted property

4.9%

Unlisted infrastructure

4.8%

Unlisted alternatives

4.6%

Cash

2.3%

Listed infrastructure

0.0%

Sector tilts vs the ASX 300

Australian Ethical ASX holdingsASX 300 weight

Banks

+0.3 pts

Equity Real Estate Investment Trusts (REITs)

+5.5 pts

Financial Services

+2.6 pts

Materials

−21.4 pts

Insurance

+2.8 pts

Commercial & Professional Services

+3.6 pts

Health Care Equipment & Services

+0.8 pts

Software & Services

+3.9 pts

Consumer Staples Distribution & Retail

+2.3 pts

Capital Goods

+2.2 pts

Transportation

+1.5 pts

Telecommunication Services

+1.8 pts

Pharmaceuticals, Biotechnology & Life Sciences

+0.3 pts

Consumer Discretionary Distribution & Retail

−0.4 pts

ASX 300 approximated as the 300 largest ASX companies by market capitalisation today.

Biggest buys

GMG Goodman Group	+$23.9m
CSL CSL	+$18.7m
XRO Xero	+$16.5m
CWY Cleanaway Waste Management	+$12.3m
MGR Mirvac Group	+$11.1m
SKS SKS Technologies Groupnew	+$10.4m
SDR Siteminder	+$10.3m
GNP Genusplus Groupnew	+$8.8m
CAR CAR Group	+$8.3m
EVN Evolution Miningnew	+$8.2m
NST Northern Star Resourcesnew	+$8.1m
XYZ Block,	+$8.0m
RWC Reliance Worldwide Corporation	+$7.6m
TCL Transurban Groupnew	+$7.2m
TPG TPG Telecomnew	+$7.1m

Biggest sells

CEN Contact Energysold out	−$26.8m
CGF Challenger	−$18.5m
SGM Sims	−$16.8m
SUN Suncorp Group	−$16.6m
DHG Domain Holdings Australiasold out	−$15.9m
MCY Mercury NZsold out	−$15.8m
TLS Telstra Group	−$12.7m
PLS PLS Group	−$11.4m
WOW Woolworths Group	−$11.2m
LTM Arcadium Lithiumsold out	−$11.1m
WES Wesfarmers	−$10.9m
FBU Fletcher Buildingsold out	−$10.5m
CBA Commonwealth Bank of Australia	−$9.3m
FPH Fisher & Paykel Healthcare Corporation	−$8.9m
COL Coles Group	−$8.7m

Buys and sells are changes in shares held between 31 December 2024 and 30 June 2026, valued at the latest price, so price moves are not counted as trading.

History

Overseas shares

Australian Ethical's Balanced option held $2.0bn of overseas listed shares in 343 companies, 60% of its listed shares.

Top overseas holdings

Company	Value	% of listed shares
Nvidia NVDA	$89.7m	2.70%
Apple AAPL	$82.7m	2.49%
Alphabet (Google) GOOG	$71.4m	2.15%
Microsoft MSFT	$48.6m	1.46%
Broadcom AVGO	$34.0m	1.02%
Welltower WELL	$31.7m	0.96%
Contact Energy CEN	$29.0m	0.87%
Micron Technology MU	$27.3m	0.82%
Eli Lilly LLY	$25.4m	0.77%
Prologis PLD	$25.1m	0.76%
Meta Platforms (Facebook) META	$23.1m	0.70%
Advanced Micro Devices AMD	$22.9m	0.69%
Visa V	$22.7m	0.68%
ABB ABBN	$22.5m	0.68%
Mastercard MA	$22.3m	0.67%
Mercury NZ MCY	$21.7m	0.65%
ASML ASML	$20.0m	0.60%
Equinix EQIX	$19.7m	0.59%
Lam Research LRCX	$18.0m	0.54%
Applied Materials AMAT	$17.6m	0.53%

Listed shares by country

Australia

40.0%

United States

37.6%

Japan

4.1%

New Zealand

2.7%

France

2.0%

Switzerland

1.9%

Canada

1.9%

United Kingdom

1.7%

Netherlands

1.3%

Germany

1.3%

Hong Kong

1.1%

Singapore

0.8%

Country where the company is based (from its ISIN or home listing), not where the shares trade.

How much is Australian Ethical invested in the US, China or India?

Australia: $1.3bn, 40.0% of Australian Ethical's Balanced option's listed shares, at 30 June 2026.
The US: $1.2bn in companies based in the US, 37.6% of its listed shares.
The UK: $56.0m in companies based in the UK, 1.7% of its listed shares.
Japan: $136.1m in companies based in Japan, 4.1% of its listed shares.
China: $6.7m in companies based in China, 0.20% of its listed shares.
India: none among listed shares.
New Zealand: $90.9m in companies based in New Zealand, 2.7% of its listed shares.
France: $66.9m in companies based in France, 2.0% of its listed shares.
Switzerland: $63.8m in companies based in Switzerland, 1.9% of its listed shares.

Many Chinese companies are incorporated in the Cayman Islands or listed in Hong Kong, and count there: Hong Kong 1.1% and Cayman Islands 0.14%.

Biggest overseas buys

Contact Energynew	+$29.0m
Mercury NZnew	+$21.7m
ABB	+$17.6m
TSMC (Taiwan Semiconductor Manufacturing)new	+$16.0m
Exelonnew	+$15.5m
Meridian Energynew	+$15.4m
Welltower	+$12.4m
Waste Managementnew	+$12.2m
Republic Servicesnew	+$11.3m
CSXnew	+$11.3m

Biggest overseas sells

Alphabet (Google)	−$27.7m
Teslasold out	−$26.0m
Lam Research	−$22.6m
Nvidia	−$18.9m
KLA	−$16.3m
Cisco Systems	−$15.0m
Bank of New York Mellon	−$13.0m
Apple	−$12.9m
Applied Materials	−$11.3m
Microsoft	−$11.0m

The whole fund: every investment option

Everything above is the Balanced option, what a typical member's money holds. This adds up every option Australian Ethical publishes (covering super and pension money), at 30 June 2026.

All options

$10.0bn

12 options added up

ASX holdings, whole fund

$2.8bn

150 stocks

Headline option's share

55%

of the whole fund's assets

APRA net assets

$9.6bn

at 30 June 2025

Top ASX holdings, all options

Stock	Value	% of ASX holdings	% of register
CBA Commonwealth Bank of Australia	$165.7m	6.0%	0.06%
WBC Westpac Banking Corporation	$146.3m	5.3%	0.12%
NAB National Australia Bank	$137.4m	5.0%	0.12%
MQG Macquarie Group	$121.6m	4.4%	0.13%
GMG Goodman Group	$93.4m	3.4%	0.15%
CSL CSL	$83.7m	3.0%	0.15%
QUB Qube Holdings	$69.8m	2.5%	–
COL Coles Group	$66.4m	2.4%	0.20%
PLS PLS Group	$60.6m	2.2%	0.37%
TLS Telstra Group	$59.4m	2.2%	0.11%
WES Wesfarmers	$56.4m	2.0%	0.05%
WOW Woolworths Group	$54.6m	2.0%	0.11%
RWC Reliance Worldwide Corporation	$51.9m	1.9%	1.77%
XRO Xero	$50.9m	1.8%	0.41%
RMD Resmed	$48.2m	1.7%	0.12%
MGR Mirvac Group	$47.7m	1.7%	0.71%
QBE QBE Insurance Group	$47.4m	1.7%	0.13%
PXA PEXA Group	$47.3m	1.7%	2.61%
CWY Cleanaway Waste Management	$45.7m	1.7%	0.87%
CAR CAR Group	$44.5m	1.6%	0.46%
NHF NIB Holdings	$44.4m	1.6%	1.28%
SDR Siteminder	$43.2m	1.6%	3.74%
DXS Dexus	$37.1m	1.3%	0.64%
WEB Webbeds Group	$36.5m	1.3%	3.43%
SUN Suncorp Group	$32.7m	1.2%	0.16%

All 150 ASX holdings, all options

IAG Insurance Australia Group	$32.0m	1.16%
SGM Sims	$32.0m	1.16%
GPT GPT Group	$30.6m	1.11%
BEN Bendigo and Adelaide Bank	$30.1m	1.09%
ALX Atlas Arteria	$29.3m	1.06%
ORA Orora	$29.2m	1.06%
BOQ Bank of Queensland	$27.7m	1.00%
ABB Aussie Broadband	$27.2m	0.98%
ALQ ALS	$26.3m	0.95%
BXB Brambles	$26.1m	0.94%
RHC Ramsay Health Care	$25.4m	0.92%
CHC Charter Hall Group	$22.8m	0.83%
SGP Stockland	$22.2m	0.80%
IGO IGO	$21.3m	0.77%
CGF Challenger	$20.4m	0.74%
XYZ Block,	$19.7m	0.71%
DOW Downer Edi	$18.4m	0.67%
CPU Computershare	$18.3m	0.66%
NXL Nuix	$17.4m	0.63%
IPH IPH	$16.7m	0.61%
SKS SKS Technologies Group	$16.3m	0.59%
MAQ Macquarie Technology Group	$15.9m	0.58%
EVN Evolution Mining	$15.3m	0.55%
GNC Graincorp	$15.1m	0.55%
NST Northern Star Resources	$14.9m	0.54%
SDF Steadfast Group	$14.9m	0.54%
CGS Cogstate	$14.6m	0.53%
COH Cochlear	$14.5m	0.52%
GNP Genusplus Group	$13.8m	0.50%
PPM Pepper Money	$13.7m	0.50%
TCL Transurban Group	$13.6m	0.49%
TPG TPG Telecom	$13.5m	0.49%
CCL Cuscal	$13.5m	0.49%
NWL Netwealth Group	$13.1m	0.47%
SFR Sandfire Resources	$12.7m	0.46%
CSC Capstone Copper Corp	$12.5m	0.45%
NXT NEXTDC	$11.5m	0.42%
IDX Integral Diagnostics	$11.5m	0.42%
SIG Sigma Healthcare	$11.4m	0.41%
BRG Breville Group	$11.2m	0.41%
AFG Australian Finance Group	$11.1m	0.40%
HUB HUB24	$10.9m	0.40%
JDO Judo Capital Holdings	$10.6m	0.38%
REH Reece	$10.1m	0.37%
SUL Super Retail Group	$10.0m	0.36%
ASX ASX	$9.7m	0.35%
SRV Servcorp	$9.6m	0.35%
NAN Nanosonics	$9.4m	0.34%
NEC Nine Entertainment Co. Holdings	$9.3m	0.33%
ZIP ZIP Co	$9.1m	0.33%
MPL Medibank Private	$9.0m	0.33%
JBH JB Hi-Fi	$8.4m	0.31%
360 Life360	$8.0m	0.29%
PPT Perpetual	$7.9m	0.29%
ARF Arena REIT	$7.6m	0.27%
HSN Hansen Technologies	$6.7m	0.24%
ANN Ansell	$6.6m	0.24%
PME Pro Medicus	$6.6m	0.24%
SHL Sonic Healthcare	$6.5m	0.23%
OFX OFX Group	$6.4m	0.23%
AMP AMP	$6.4m	0.23%
SOM Somnomed	$6.1m	0.22%
PGC Paragon Care	$5.9m	0.21%
SEK Seek	$5.9m	0.21%
TNE Technology One	$5.4m	0.20%
WGN Wagners Holding Company	$5.4m	0.20%
EQT EQT Holdings	$5.2m	0.19%
SXE Southern Cross Electrical Engineering	$5.1m	0.18%
MGH Maas Group Holdings	$5.0m	0.18%
TLX Telix Pharmaceuticals	$4.9m	0.18%
AOV Amotiv	$4.9m	0.18%
AHC Austco Healthcare	$4.8m	0.18%
MP1 Megaport	$4.5m	0.16%
ERD Eroad	$4.4m	0.16%
LTR Liontown	$3.9m	0.14%
HLI Helia Group	$3.6m	0.13%
FPH Fisher & Paykel Healthcare Corporation	$3.5m	0.13%
REA REA Group	$3.5m	0.12%
M7T Mach7 Technologies	$3.3m	0.12%
MYG Mayfield Group Holdings	$3.1m	0.11%
FDC FDC Consolidated Holdings	$3.0m	0.11%
IEL IDP Education	$2.8m	0.10%
TYR Tyro Payments	$2.6m	0.09%
SYL Symal Group	$2.4m	0.09%
ARX Aroa Biosurgery	$2.0m	0.07%
BVS Bravura Solutions	$2.0m	0.07%
EYE Nova EYE Medical	$1.9m	0.07%
CYC Cyclopharm	$1.8m	0.07%
PYC PYC Therapeutics	$1.8m	0.07%
FCL Fineos Corporation Holdings	$1.7m	0.06%
CNI Centuria Capital Group	$1.5m	0.05%
AHL Adrad Holdings	$939k	0.03%
CQE Charter Hall Social Infrastructure REIT	$784k	0.03%
ACE Acusensus	$748k	0.03%
PLT Plenti Group	$723k	0.03%
UBN Urbanise.com	$716k	0.03%
COF Centuria Office REIT	$664k	0.02%
IKE Ikegps Group	$623k	0.02%
MCP Mcpherson's	$571k	0.02%
GOZ Growthpoint Properties Australia	$554k	0.02%
JAN Janison Education Group	$553k	0.02%
ATH Alterity Therapeutics	$502k	0.02%
HPG Hipages Group Holdings	$488k	0.02%
RWL Rubicon Water	$450k	0.02%
NOL Nobleoak Life	$448k	0.02%
CCG Comms Group	$410k	0.01%
IPD Impedimed	$380k	0.01%
MNV Monvia	$373k	0.01%
OSL Oncosil Medical	$345k	0.01%
IRE IRESS	$342k	0.01%
EPX EPX	$285k	0.01%
SSM Service Stream	$234k	0.01%
BPG Black Pearl Group	$140k	0.01%
FHE Frontier Energy	$139k	0.01%
RAD Radiopharm Theranostics	$136k	0.00%
PRO Prophecy International Holdings	$127k	0.00%
EPI Epiminder	$80k	0.00%
EOL Energy One	$55k	0.00%
JNS Janus Electric Holdings	$44k	0.00%
KYP Kinatico	$22k	0.00%
IMD Imdex	$14k	0.00%
C79 Chrysos Corporation	$5k	0.00%
AIH Advanced Innergy Holdings	$4k	0.00%
DUB Dubber Corporation	$3k	0.00%
ASG Autosports Group	$465	0.00%

Money by type of option

Super (accumulation)

93%

Pension

Australian Ethical's other investment options

This page covers the Balanced option. What the other options collected invest in, at 30 June 2026:

Growth ($2.1bn)Australian Shares ($731.1m)International Shares ($382.4m)Conservative ($317.2m)Defensive ($234.6m)

Most similar funds

Overlap is the share of ASX holdings two funds have in common, weight for weight.

Download Australian Ethical's ASX holdings (CSV)

Does Australian Ethical invest in…

Does Australian Ethical invest in AI companies?

Yes. At 30 June 2026, Australian Ethical's Balanced option held 15 listed AI companies worth $428.1m, 12.9% of its listed shares, including Nvidia, Alphabet (Google), Microsoft, Broadcom. Compare all funds on AI.

Does Australian Ethical invest in Israel?

Yes. At 30 June 2026, Australian Ethical's Balanced option held 1 listed Israeli company worth $920k, 0.0% of its listed shares, including Stratasys. Compare all funds on Israel.

Does Australian Ethical invest in fossil fuel companies?

Not among listed shares. At 30 June 2026, Australian Ethical's Balanced option held none of the listed fossil fuel companies on our list. Unlisted assets and holdings inside external managers' pooled funds are not covered. Compare all funds on fossil fuels.

Does Australian Ethical invest in gambling companies?

Not among listed shares. At 30 June 2026, Australian Ethical's Balanced option held none of the listed gambling companies on our list. Unlisted assets and holdings inside external managers' pooled funds are not covered. Compare all funds on gambling.

Does Australian Ethical invest in tobacco companies?

Not among listed shares. At 30 June 2026, Australian Ethical's Balanced option held none of the listed tobacco companies on our list. Unlisted assets and holdings inside external managers' pooled funds are not covered. Compare all funds on tobacco.

Does Australian Ethical invest in defence and weapons companies?

Not among listed shares. At 30 June 2026, Australian Ethical's Balanced option held none of the listed defence and weapons companies on our list. Unlisted assets and holdings inside external managers' pooled funds are not covered. Compare all funds on defence and weapons.

Does Australian Ethical invest in crypto and Bitcoin companies?

Not among listed shares. At 30 June 2026, Australian Ethical's Balanced option held none of the listed crypto and Bitcoin companies on our list. Unlisted assets and holdings inside external managers' pooled funds are not covered. Compare all funds on crypto and Bitcoin.

Does Australian Ethical invest in coal mining companies?

Not among listed shares. At 30 June 2026, Australian Ethical's Balanced option held none of the listed coal mining companies on our list. Unlisted assets and holdings inside external managers' pooled funds are not covered. Compare all funds on coal mining.

Does Australian Ethical invest in oil and gas companies?

Not among listed shares. At 30 June 2026, Australian Ethical's Balanced option held none of the listed oil and gas companies on our list. Unlisted assets and holdings inside external managers' pooled funds are not covered. Compare all funds on oil and gas.

Does Australian Ethical invest in uranium companies?

Not among listed shares. At 30 June 2026, Australian Ethical's Balanced option held none of the listed uranium companies on our list. Unlisted assets and holdings inside external managers' pooled funds are not covered. Compare all funds on uranium.

Does Australian Ethical invest in alcohol companies?

Not among listed shares. At 30 June 2026, Australian Ethical's Balanced option held none of the listed alcohol companies on our list. Unlisted assets and holdings inside external managers' pooled funds are not covered. Compare all funds on alcohol.

Does Australian Ethical invest in lithium companies?

Yes. At 30 June 2026, Australian Ethical's Balanced option held 3 listed lithium companies worth $45.7m, 1.4% of its listed shares, including PLS Group, IGO, Liontown. Compare all funds on lithium.

Does Australian Ethical invest in gold mining companies?

Yes. At 30 June 2026, Australian Ethical's Balanced option held 3 listed gold mining companies worth $19.7m, 0.6% of its listed shares, including Evolution Mining, Northern Star Resources, Agnico Eagle Mines. Compare all funds on gold mining.

Does Australian Ethical invest in private credit?

Yes. At 30 June 2026, Australian Ethical's Balanced option held $20.3m of private credit through named managers and funds, 0.37% of the option, including Infradebt. More may sit inside pooled funds that are not itemised. Compare all funds on private credit.

Coverage

Unlisted assets are 14% of the option. They are disclosed by asset or by fund manager name, not as ASX shares, so they are outside this site's share counts.
Listed shares are not tagged internal or external in the disclosure rules, so the internal share shown covers only fixed income and unlisted assets, where funds must say.