June 2021 Performance Commentary In the month of June, the portfolio rose 5.6%, outperforming the benchmark S&P/ASX Small Ordinaries Accumulation Index by 3.1%. For the…
B. Ethical Funds ManagementJuly 15, 2021
Performance Commentary In the month of April, the portfolio rebounded 6.7%, outperforming the benchmark S&P/ASX Small Ordinaries Accumulation Index by 1.7%. Australian shares rallied, but…
B. Ethical Funds ManagementApril 30, 2021
Performance Commentary In the month of March, the portfolio fell 1.8%, underperforming the benchmark S&P/ASX Small Ordinaries Accumulation Index by 2.6%. Global markets rallied in…
B. Ethical Funds ManagementMarch 31, 2021
Performance Commentary In the month of February, the portfolio lost 3.6%, underperforming the benchmark S&P/ASX Small Ordinaries Accumulation Index by 4.8%. Tech shares were very…
B. Ethical Funds ManagementMarch 16, 2021
B. Ethical Investment Fund Annual Report We are pleased to present the 2019-2020 Annual Report for the B. Ethical Investment Fund. The Annual Report contains…
B. Ethical Funds ManagementFebruary 17, 2021
Performance Commentary In the month of January, the portfolio gained 3.6%, outperforming the benchmark S&P/ASX Small Ordinaries Accumulation Index by 3.9%. Global markets were flat…
B. Ethical Funds ManagementJanuary 31, 2021
Responsible Investment Charter for the B. Ethical Investment Fund
B. Ethical Funds ManagementJanuary 2, 2021
Performance Commentary In the month of December, the portfolio fell 0.5%, underperforming a strong benchmark S&P/ASX Small Ordinaries Accumulation Index which rose by 2.8%. The…
B. Ethical Funds ManagementDecember 31, 2020