Diversified Shares Fund

Formerly known as the 'Larger Companies Trust'

Why choose the Diversified Shares Fund?

Performance

Track Record of Performance

Returns for the Fund for the last 3 years have exceeded 19% per annum.

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Rated ‘Investment Grade’ by Lonsec

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

Checklist

Ethical Approach

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

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

 

– MoneyManagement, 20 March 15

The Diversified 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 Diversified Shares Fund.

Investors that the fund may suit

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.

Investment objective

To provide long-term growth through investment in listed companies on Australian and international stock exchanges that meet the Australian Ethical Charter.

Strategy

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.

Risk Level

High

High – The risk level of High for the Diversified Shares Fund equates to the likelihood of 4.4 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 International shares
Ranges 60 – 80% 20 – 30%
Defensive
Asset class Cash
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.

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Rated 'Investment Grade' by Lonsec

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Join over 25,000 Australians that invest ethically with us.

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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.