Managed Funds PDS

The Australian Ethical Financial Services Guide (83 KB) should be considered before making an investment decision.

Product Disclosure StatementAdditional informationApplication form
Balanced Trust (305 KB)Additional Information Booklet (1.1 MB)*Application form
Smaller Companies Trust (266 KB)Additional Information Booklet (1.1 MB)*Application form
Larger Companies Trust (272 KB)Additional Information Booklet (1.1 MB)*Application form
International Equities Trust (270 KB)Additional Information Booklet (1.1 MB)*Application form
Climate Advocacy Fund (273 KB)Additional Information Booklet (1.1 MB)*Application form
Cash Trust (273 KB)Additional Information Booklet (1.1 MB)*Application form

*see Important Information for New Zealand Investors (122 KB)

Need more information?
Contact us on 1800 021 227 if you have any questions about our investment products.

General information only

This information is general information only and does not take account of your individual investment objectives, financial situation or needs. Before acting on it, consider seeking independent financial advice. 

 

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