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AE UNIT PRICES:   AE Investor: USD $7.8506 AE KiwiSaver Plan: NZD $2.3545 as at 20 May 2024

Grow with Always-Ethical.

We actively manage your money to grow your returns. We invest in strong balance sheet businesses that are doing or making something for the good of humanity*.

*In compliance with our Strict Ethical Mandate

Why Always-Ethical?

Active management

Active investment management.

Ethical

We have an annual audit review of our ethical standards to uphold our values.

No gambling
We do not invest in products involving chance.
Low-debt businesses
We only invest in strong balance sheet, US listed equities.
Strict ethical commitment

We do not invest in prohibited
investments.

Risk management

We check investments daily and invest directly.

Investment horizon
We invest on a 5 year investment horizon.

Audited 5 year performance*

for your investment in Always-Ethical.

Investment performance returns (net of expenses and before tax) from 01.04.2018 to 31.03.2023 (audited financial year).

AE KiwiSaver Plan

Investment Performance Returns*

Return period
Reporting dates
Fund return (%) NZD
1 year
1.4.2022 – 31.3.2023
8.79%
3 years (p.a.)**
1.4.2020 – 31.3.2023
8.20%
5 years (p.a.)**
1.4.2018 – 31.3.2023
12.57%

These returns are to the 31st March 2023 and are after fees and before tax

**Calculated as a compound growth rate

AE Investor

Investment Performance Returns*

Return period
Reporting Dates
Fund return (%) USD
Fund return (%) NZD (unaudited)
1 year
1.4.2022 – 31.3.2023
-1.68%
9.24%
3 years (p.a.)**
1.4.2020 – 31.3.2023
9.75%
8.40%
5 years (p.a.)**
1.4.2018 – 31.3.2023
8.97%
12.43%

These returns are to the 31st March 2023 and are after fees and before tax

The fund return (%) in NZD is calculated using the exchange rate at close of business of the reporting dates

**Calculated as a compound growth rate

*Past performance is no guarantee
of future performance

Our promise to our investors for the future is to continue to invest in businesses:

  • making or doing something for the good of humanity**
    • apply our Strict Ethical Mandate to all our investments
  • with strong balance sheets
    • less than 30% debt

**In compliance with our Strict Ethical Mandate

Who we invest in.

All our investments are ordinary shares in US listed companies.

What our customers have to say.