Australian Ethical has a track record of selecting positive, competitive investments.
Diversification Across Asset Classes
Invest in a diversified share portfolio of Australian and international companies on the basis of their social, environmental and financial credentials.
Every company in this portfolio has passed Australian Ethical’s innovative positive and negative screening process.
Investors seeking capital growth through an exposure to shares in Australian and international companies. The Fund is suited to investors with a longer investment timeframe and a higher risk tolerance.
To provide long-term growth through investment in listed companies on Australian and international stock exchanges which meet the Australian Ethical Charter.
The opportunity to invest in a diversified share portfolio of Australian and international companies on the basis of their social, environmental and financial credentials. Generally, all Australian investments will have a market capitalisation greater than the 200th ranked stock listed on the ASX. The Fund has a low level of turnover and aims to be fully invested at all times.
|Asset class||Australian shares||International shares|
|Ranges||60 – 80%||20 – 30%|
|Ranges||0 – 10%|
* 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.