2019 ETF Research Report, ETF Performance Tables, Ethical ETFs

ETF Performance Tables – Ethical ETFs

Summary of all ASX Ethical ETFs by Performance and Returns.

Overall Trends and Average Returns

Australian Share Ethical ETFs delivered an average return of 12.3% over the past year, outperforming the average Global Share Ethical ETF which returned 9.1%.

Best Performing Ethical ETF

Over both Global and Australian Ethical Share markets, The BetaShares Global Sustainability Leaders ETF (ETHI) was the best performer achieving a 19.3% return over the year. The BetaShares Australian Sustainability Leaders ETF was the best performing Australian Ethical ETF with 14.8% over the past year.

Worst Performing Ethical ETF

Country specific ethical ETFs were the worst performers with the UBS IQ MSCI Asia APEX 50 Ethical ETF (UBP) and UBS IQ MSCI Japan Ethical ETF (UBJ) returning 0.2% and 3.3% respectively.

Largest Inflows/Outflows

Both the BetaShares Ethical ETFs received majority of inflows with FAIR and ETHI taking in $136m and $92m respectively, and are the two biggest ETFs in the Ethical ETF market. The Russell Australian Responsible Investment ETF (RARI) received $41m of flows. The UBS IQ MSCi Australian Ethical ETF (UBA) was the only ETF in outflows over the year, with $550k leaving the ETF.

New Funds

Vanguard launched their Global Share Ethical strategy in September 2018 – the Vanguard Ethically Conscious International Shares Index ETF (VESG). The ETF has had reasonable takeup with $17m of flows since launch date.

Stockspot’s chosen Ethical ETF

Stockspot clients can access Ethical ETFs through Stockspot Themes. This enables you to have more control over your choice of investments by adding extra exposure to certain assets, countries or market sectors. We have chosen the Russell Australian Responsible Investment ETF (RARI).

Get your portfolio recommendation

Ethical ETFs Performance Table

Australia Share Ethical ETFs

CodeFund NameFee (MER)FUM Mar’19 ($m)FUM change ($m)1 Yr Return3 Yr Return (p.a)
FAIRBetaShares Australian Sustainability Leaders ETF0.49%25515614.8%
RARIRussell Australian Responsible Investment ETF0.45%114459.9%9.2%
UBAUBS IQ MSCI Australian Ethical ETF0.17%1911512.3%11.7%
Avg0.37%12.3%10.5%
Total559216

Global Share Ethical ETFs

CodeFund NameFee (MER)FUM Mar’19 ($m)FUM change ($m)1 Yr Return3 Yr Return (p.a)
ESGIVaneck Vectors MSCI International Sustainable0.55%21175.3%
ETHIBetaShares Global Sustainability Leaders ETF0.59%29612819.3%
UBEUBS IQ MSCI Europe Ethical ETF0.40%1544.3%9.3%
UBJUBS IQ MSCI Japan Ethical ETF0.40%613.3%10.6%
UBPUBS IQ MSCI Asia APEX 50 Ethical ETF0.45%1230.2%
UBUUBS IQ MSCI USA Ethical ETF0.20%7117.5%15.4%
UBWUBS IQ MSCI World ex Australia Ethical ETF0.35%35813.5%13.4%
VESGVanguard Ethically Conscious International Shares Index ETF0.18%1717
Avg0.39%9.1%12.2%
Total410179

Investment Associate

Marc has over 5 years experience in the financials services industry having previously worked for Morgan Stanley, AMP and KPMG. He holds a Bachelor of Business (Finance/Accounting) from the University of Technology Sydney (UTS), and has completed his Chartered Financial Analyst (CFA) Level 1.

Grow your wealth effortlessly

Get your free personalised portfolio recommendation

Get started
cloud
Join thousands of Australian already investing with Stockspot