Australian Ethical has a track record of selecting positive, competitive investments.
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The fund invests in growing industries like IT, health services, efficiency, biotechnology and more.
Every company in this portfolio has passed Australian Ethical’s rigorous positive and negative screening process.
In this video, Andy Gracey, portfolio manager of the Australian Shares Fund (Formerly Smaller Companies Trust) at Australian Ethical,
explains the company’s approach to selecting positive, profitable investments.
For more information about the series, see theinvestmentseries.com.au
To provide long-term growth focusing on Australian companies that meet the Australian Ethical Charter.
The opportunity to invest in a diversified share portfolio of companies predominately listed on the ASX and selected on the basis of their social, environmental and financial credentials. The Fund utilises an active stock-picking management style with stocks generally selected for growth rather than income, with a bias towards smaller capitalisation stocks listed on the ASX. All stocks are chosen on the basis of relative value where we deem the risks are being adequately priced.
Investors seeking capital growth through an exposure to Australian shares. The Fund is suited to investors that have a longer investment timeframe and a higher risk tolerance.
|Asset class||Australian shares||Unlisted shares|
|Ranges||85 – 100%||0 – 5%|
|Ranges||0 – 15%|
* These are indicative asset allocation ranges for the Fund. If market movements, investments into or withdrawals from the Fund or changes in the nature of an investment, cause the Fund to move outside these indicative ranges, this will be addressed by us as soon as reasonably practicable.
Please refer to the Product Disclosure Statement for more detailed information about investing in the Fund.