The Australian Ethical Financial Services Guide and Managed Funds PDS should be considered before making an investment decision.

COVID-19 Document Processing: To allow us to continue to meet document processing times please submit all Managed Funds forms by email (investors@australianethical.com.au), there may be delays in the processing of forms submitted by post.
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We offer a range of eight managed funds for you to invest in, more information on each fund can be found here. To invest, simply complete our online application form and follow the prompts.

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We currently do not accept electronic signatures on forms. To avoid delays or having to recomplete forms, please ensure you sign the documents with a wet ink signature (i.e. by hand).

Product Disclosure Statements

Please see our Important notices and information page for updated information and disclosure about our Funds. You should read this information in conjunction with each Funds PDS.

Financial Services Council (FSC) identification forms

If you are a resident for tax purposes of any country other than Australia, you are required to submit the relevant Financial Services Council (FSC) identification form to us along with your initial application form.

View FSC forms

Please note

^ the Buy/Sell spreads in the below PDS’s have been updated effective from 1 July 2019. Please visit the fees page for updated fee details.

* this Fund will no longer accept applications from new investors via the mFund Settlement Service (mFund). Current mFund investors can continue to buy additional units (minimum $1000) and continue with their regular monthly investment plans (minimum $100).  Redemptions from the Funds will be processed as per normal via mFund.  There are no Establishment, Contribution, Withdrawal or Exit fees charged by Australian Ethical.  Please note that brokerage or other third party fees may apply for using this service. Please click here for more information about mFund.