Ethical investment delivers !
Our approach to ethical investment has delivered for the 2017 calendar year. The August Investments portfolio gave investors a return of 14.5% over the year*, compared to – say – the ASX All Ordinaries Index, which increased by 7.8%. The increase in our portfolio over December was 1.23%, bringing the valuation per share to $323.60.
*The annual increase includes an adjustment for the dividends paid in June and December and associated Franking Credits paid to shareholders.