Australian Shares Fund

Formerly known as the 'Smaller Companies Trust', the fund has a strong history of outperformance for over 20 years

Why choose the Australian Shares Fund?

Performance

Track Record of Performance

Returns for the fund for the last 20 years have exceeded 10% per annum.

Globe

Take Advantage of Global Trends

The fund invests in growing industries like IT, health services, efficiency, biotechnology and more.

Checklist

Ethical Approach

Every company in this portfolio has passed Australian Ethical’s rigorous positive and negative screening process.

 

 

As seen on The Investment Series

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

Recommended by Lonsec - Australia's most awarded independent research house

The ‘recommended’ rating means that:

“Lonsec has strong conviction the financial product can generate risk adjusted returns in line with relevant objectives.”

The Australian Shares Fund in detail

Minimum Investment Amount

Retail investors

$1,000, or $500 if you start a regular investment plan of at least $100 per month.

Direct wholesale investors

$500,000 across all Australian Ethical Managed Funds, and $25,000 within the Australian Shares Fund.

Investment objective

To provide long-term growth focusing on Australian companies that meet the Australian Ethical Charter.

Strategy

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 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 that the fund may suit

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.

Risk Level

High

High – This rating equates to the likelihood of 5.7 negative annual returns over a 20 year period using the standard risk measure.

Recommended minimum investment timeframe

7 years

Mix of asset classes and strategic asset allocation*

Growth
Asset class Australian shares Unlisted shares
Ranges 85 – 100% 0 – 5%
Defensive
Asset class Cash
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.

“Australian Ethical’s domestic equities portfolios consistently outperformed with below average volatility”

 

– MoneyManagement, 20 March 15

A long history of outperformance

Australian Shares Fund 10 year return vs median fund, as rated by Mercer Fund Survey April 2015

Return-Comparison-Australian-Shares-Fund-2

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General information only
This information is general information only and does not take account of your individual investment objectives, financial situation or needs. Before acting on it, consider seeking independent financial advice.