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Australian Ethical Australian Shares Fund Wholesale (0P0000V5OT)

Sydney

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3.036 -0.004 -0.12%

11/02 - Closed. Currency in AUD

Type: Fund

Market: Australia

Issuer: Australian Ethical

ISIN: AU60AUG00184

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.69B

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Australian Ethical Australian Shares Fund Wholesale Overview

On this page you'll find an in-depth profile of Australian Ethical Australian Shares Fund Wholesale. Learn about the key management, total assets, investment strategy and contact information of 0P0000V5OT among other information.

Investment Strategy

The fund seeks to invest in a diversified share portfolio of companies predominately listed on the ASX and selected on the basis of their social, environmental and financial credentials. The fund utilizes an active stock-picking management style with stocks selected for growth rather than income, with a bias towards smaller capitalization stocks listed on the ASX. All stocks are chosen on the basis of relative value where we deem the risks are being adequately priced.

Contact Information

Address GPO Box 2435
Canberra,ACT 2601
Australia

Phone 1800 021 227

Top Executives

Name	Title	Since	Until
Deana Mitchell	Portfolio Manager	2023	Now
Biography	Deana is the Portfolio Manager for Australian Ethical’s flagship Australian Shares Fund. Having joined in 2018, Deana brings deep expertise in Australian equities, with particular focus on technology, consumer, and financial sectors. Her strategic insights and leadership have helped shape the Fund’s investment approach, aligning it with ethical principles while delivering strong financial returns. In 2024, Deana stepped into the role of Portfolio Manager, where she now oversees the management of the Fund. Deana also leads governance and voting responsibilities for equity investments, ensuring that Australian Ethical’s active ownership continues to drive positive outcomes across the market. Deana’s career spans over 20 years in equity markets. Prior to joining, Deana was at Macquarie, where she held key roles, including Head of ESG Research, Deputy Head of Small Caps and Senior Investment Analyst. She was recognised for her research excellence and stock-picking abilities through Peter Lee surveys and Thomson Reuters Analyst Awards. Deana is a CFA charterholder and holds a Bachelor of Commerce from UNSW. Deana was also a finalist in the 2024 Financial Newswire Women in Wealth Awards in the Investment Professional of the Year category.
Andy Gracey	Portfolio Manager	2006	Now
Biography	Andy Gracey is the Portfolio Manager for Australian Ethical’s Emerging Companies Fund, with over 30 years of experience in investment management. Since joining Australian Ethical in 2004, Andy has been instrumental in managing the small cap component of the Australian equities trust, assuming responsibility for this in August 2006. From 2008 to 2024, he also served as Portfolio Manager for the flagship Australian Shares Fund. Andy’s career began at Colonial Mutual NZ as a research and domestic equity analyst, followed by two years at Friends Provident Asset Management in the UK. Upon returning to New Zealand, he took on portfolio management responsibilities at ANZ Funds Management. His experience further expanded at Fidelity Australia, where he worked in account management for wholesale fund managers. Before joining Australian Ethical, Andy ran his own Australian Financial Services licensed research business, providing equity research services for ASX-listed companies and institutional investors. Andy holds a Bachelor of Business Studies in Economics and Finance, with an honours degree in Finance from Massey University. His extensive background and commitment to ethical investing make him a key driver of Australian Ethical’s growth in small and mid-cap investments.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Australian Ethica.	3.036	-0.004	-0.12%