{"blockContentId":"151213","items":[{"blockContentId":"151255","title":"How do I invest a managed fund?","contentHtml":"

You can open a managed fund account online or by completing a paper application form. To be eligible, you must be at least 18 years old and located in Australia or New Zealand at the time of application. Once your application has been approved and funded, you'll be able to access your account online.

Please visit our managed fund application page to start the application process for the fund of your choice.

","expandOnLoad":false},{"blockContentId":"151256","title":"Who can invest in our managed funds?","contentHtml":"

We offer managed fund accounts for:

Individual investors
Joint investors
Trusts
Self-managed super funds (SMSFs)
Companies
Partnerships
Minor accounts held by a parent or guardian on behalf of a child under 18

Some investor types may require additional identification or supporting documentation as part of the application process.

","expandOnLoad":false},{"blockContentId":"151257","title":"What is the minimum investment amount?","contentHtml":"

Minimum investment amounts vary depending on the fund and whether you're investing as a retail or wholesale investor.

You can find the applicable minimum investment amount, eligibility requirements and any ongoing investment requirements in the relevant Product Disclosure Statement (PDS) for your chosen fund.

View our Managed Funds to access the latest fund information and Product Disclosure Statements.

","expandOnLoad":false},{"blockContentId":"151258","title":"How can I add money to my existing investment?","contentHtml":"

You can add money to your existing managed fund investment using:

BPAY - Your BPAY details are provided when your account is opened and included in your fund’s welcome correspondence. You can also find your BPAY details in InvestorServe under Payment Instructions > BPAY Instructions.
Electronic Funds Transfer (EFT) - Please contact our team at 1800 021 227 between 8.30am to 5.30pm AEST/AEDT Mon-Fri to receive the details for Electronic Funds Transfer (EFT).
Cheque

If you're investing into an existing fund holding, no additional paperwork is usually required.

","expandOnLoad":false},{"blockContentId":"151259","title":"Where can I find my BPAY details?","contentHtml":"

BPAY details are provided when your account is opened and can be found in your welcome correspondence. You can also find your BPAY details in InvestorServe under Payment Instructions > BPAY Instructions.

If you're already an investor and can't locate your BPAY details, please contact our team at 1800 021 227 between 8.30am to 5.30pm AEST/AEDT Mon-Fri for assistance. For international callers call on +61 2 7229 0499.

","expandOnLoad":false},{"blockContentId":"151260","title":"How do I invest in another Australian Ethical managed fund?","contentHtml":"

If you're an existing investor and would like to invest in a new managed fund, you can either:

Complete an Additional Investment Form, or
Submit an online application as an existing investor and nominate the new fund you'd like to invest in.

","expandOnLoad":false},{"blockContentId":"151229","title":"How do I set up a Regular Investment Plan?","contentHtml":"

A Regular Investment Plan helps you build on your existing investment by making regular monthly investments.

You can set up a Regular Investment Plan by logging into InvestorServe, or completing a Change of Details form.

It can be as little $100 per month and you can change the amount or stop the plan at any time through InvestorServe. Once set up, contributions will be automatically deducted from your nominated bank account on the 15th of each month.

","expandOnLoad":false},{"blockContentId":"151261","title":"Can I change or cancel my Regular Investment Plan?","contentHtml":"

Yes. You can amend or cancel your Regular Investment Plan at any time through:

InvestorServe
A Change of Details form

If you're having trouble with InvestorServe, please contact our team at 1800 021 227 between 8.30am to 5.30pm AEST/AEDT Mon-Fri for assistance. For international callers call on +61 2 7229 0499.

","expandOnLoad":false},{"blockContentId":"151262","title":"How long does it take for my investment to be processed?","contentHtml":"

Investment transactions are generally processed using the applicable unit price once your application or instruction has been received, accepted and cleared funds have been received. If a valid application is received before 3pm (Sydney time) on a business day, that day's transaction pricing may apply.

","expandOnLoad":false},{"blockContentId":"151263","title":"How do I know which fund is right for me?","contentHtml":"

Australian Ethical offers a range of managed funds, each with different investment objectives, asset allocations, risk profiles and suggested investment timeframes.

The right fund for you will depend on your financial goals, investment timeframe and tolerance for risk. We recommend reviewing the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD) before investing. You may also wish to seek advice from a licensed financial adviser.

","expandOnLoad":false},{"blockContentId":"151264","title":"Can I invest through an investment platform?","contentHtml":"

Yes.

Our managed funds are also available on a range of investment platforms. Please check with your platform provider for availability of our funds as investment options.

","expandOnLoad":false},{"blockContentId":"151265","title":"Can I choose to reinvest my distributions?","contentHtml":"

Yes. You can choose to:

Reinvest your distributions into your investment, or
Have distributions paid directly to your nominated bank account.

If no preference is selected, distributions are generally reinvested automatically.

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We take care of your super

We take care of your super

Investing and adding money FAQs

Investing and adding money FAQs

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