The 3 applications below can be used for all of Australian Ethical’s Managed Funds, except for the Australian Ethical Infrastructure Debt Fund and Altius Funds.
It’s important to read the Product Disclosure Statement, Financial Services Guide and Privacy Collection Notice before you invest.
Individuals, Companies and Trusts (including SMSFs): online
You may be asked for IDs for verification purpose. Trusts will also need to provide certified extract of the Trust Deed, and certified ID for each individual trustee.
Associations, Co-operatives, and Partnerships: paper application
Provide the relevant FSC forms, plus certified extract of the constitution of the Association / Co-operative, and email or post the application form.
Advisers or advised investors: through platforms
These are typically used by advisers. If you don’t have an adviser, visit the Responsible Investment Association Australasia to find one.
Infrastructure Debt Fund (Wholesale Certificate required)
The Fund invests in infrastructure debt, which provides financing to renewable energy projects, and may also provide funding for social infrastructure and property projects with a social or environmental benefit.
Altius fixed income funds
Acquired by Australian Ethical, Altius actively manage diverse portfolios of Australian and New Zealand fixed income, aiming to provide clients with stable income and low capital volatility.
High Conviction ETF (AEAE)
ETFs can be purchased through online broking platforms such as Commsec, NAB Trade, Superhero, and Self Wealth or through a stockbroker.
Simply search the ticker code 'AEAE', check the Indicative net asset value (iNav) and place an order as you would when purchasing any other share.