Fund Ratings
| Australian Shares Fund | Recommended | Approved |
|---|---|---|
| Emerging Companies Fund | Recommended | Approved |
| High Conviction Portfolio | Recommended | Approved |
| High Conviction Portfolio (SMA) | Recommended | - |
| Diversified Shares Fund | Investment Grade | - |
| International Shares Fund | Investment Grade | Approved |
| Conservative Fund | Recommended | Recommended |
| Moderate Fund | Recommended | Recommended |
| Balanced Fund | Recommended | Recommended |
| High Growth Fund | Recommended | Recommended |
| Australian Ethical Altius Bond Fund | Investment Grade | - |
| Australian Ethical Altius Income Fund | - | - |
| Australian Ethical Altius Credit Income Fund | Investment Grade | Recommended |
| Australian Ethical Altius Green and Sustainable Bond Fund | Investment Grade | Recommended |
| Australian Ethical Altius Short Duration Bond Fund | Investment Grade | Recommended |
Ratings important information
Find us on these platforms
Our managed funds and SMA strategy are available on a number of platforms. Please check with the platform for minimum investment requirements and fees.
| AMP | ||
|---|---|---|
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Australian Shares Fund
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Emerging Companies Fund
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Balanced Fund
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Australian Ethical Altius Green and Sustainable Bond Fund
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Australian Ethical Altius Credit Income Fund
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| BT | ||
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Australian Shares Fund
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Emerging Companies Fund
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Diversified Shares Fund
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Balanced Fund
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Australian Ethical Altius Short Duration Bond Fund
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Australian Ethical Altius Green and Sustainable Fund
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| CFS | ||
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Australian Shares Fund
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Diversified Shares Fund
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Balanced Fund
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Australian Ethical Altius Short Duration Bond Fund
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| Insignia (IOOF, ANZ, MLC) | ||
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Australian Shares Fund
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Emerging Companies Fund
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Diversified Shares Fund
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Balanced Fund
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Australian Ethical Altius Short Duration Bond Fund
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| Macquarie Wrap | ||
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Australian Shares Fund
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Emerging Companies Fund
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Diversified Shares Fund
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Balanced Fund
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Moderate Fund
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Get in touch
Contact a member of our Adviser Relationship Team today if you would like to learn more about responsible investing or our range of ethical investments.
Contact a BDM