Australian Ethical Investment

Objective

To provide long-term capital growth and moderate income through investment in direct property and listed and unlisted property trusts in accordance with the Australian Ethical Charter.

Overview

• The long-term aim of the Property Trust is to actively manage a property portfolio in energy efficient buildings, medical and allied health facilities, social infrastructure, and direct property intended for retro fitting and refurbishments to at least a 5 Star Green Star Rating.
• Can use gearing (borrowed money) to purchase specific assets.
• A small amount of the Property Trust is invested in the Salta Office Property Trust. The Salta Property has achieved a 4 Star Green Star rating.

Significant risks

• Liquidity risk – limited ability to withdraw your investment
• Property risk – decline in property values in the Trust
• Income risk – decline in rental income, tenant default, trust property not fully leased.

Refer to an outline of the significant features and risks of the Property Trust and the managed funds product guide (PDS).