Diversified Shares Fund

Formerly known as the 'Larger Companies Trust'

Why choose the Diversified Shares Fund?

Performance

Performance

Australian Ethical has a track record of selecting positive, competitive investments.

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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.

Checklist

Ethical Approach

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

The Diversified Shares Fund in detail

Minimum Investment Amount
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 which 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

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.