Performance Commentary (performance to 30 September 2021) In the month of September, the portfolio fell 1.3%, and outperformed the benchmark (S&P/ASX Small Ordinaries Accumulation Index)…
B. Ethical Funds ManagementOctober 1, 2021
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
B. Ethical Investment Fund Annual Report We are pleased to present the 2020-2021 Annual Report for the B. Ethical Investment Fund. The Annual Report contains…
B. Ethical Funds ManagementJuly 1, 2021
Performance Commentary In the month of May, the portfolio rose 2.3%, outperforming the benchmark S&P/ASX Small Ordinaries Accumulation Index by 2.0%. Inflation concerns worried global…
B. Ethical Funds ManagementMay 31, 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