Track Record of Performance
The Fund has delivered 6.7% ^p.a. since inception, over 28 years ago. Over the last 5 years it has returned 9.2% ^p.a. as at 31 December 2017.
^net of fees
Diversification Across Asset Classes
The fund invests in Australian Shares, International Shares, Property,
Interest-bearing investments and Cash.
Every company in this portfolio has passed Australian Ethical’s innovative positive and negative screening process.
Investors seeking both income and capital growth. The Fund is suited to investors who are investing for the medium-term and have some tolerance for risk.
To provide investors with a balance between capital growth and a moderate level of income through a diversified portfolio of assets that supports the Australian Ethical Charter.
The opportunity to invest in a diversified portfolio of asset types and markets to reduce the volatility of returns. Asset classes include Australian and international shares, property, fixed income securities and cash.
Medium – High
|Asset class||Australian & New Zealand shares||International shares||Property||Alternative|
|Ranges||10 – 50%||10 – 40%||0 – 20%||0 – 20%|
|Asset class||Interest-bearing securities||Cash|
* 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.