The Australian Ethical Financial Services Guide, Managed Funds PDS and Target Market Determination should be considered before making an investment decision.
See the Notices & Updates page for the latest changes to Managed Funds products.
We currently do not accept electronic signatures on forms. To avoid delays or having to re-complete forms, please ensure you sign the documents with a wet ink signature (i.e. by hand).
Important documents
Please see our Important notices and information page for updated information and disclosure about our Funds.
You should read this information in conjunction with the PDS of each Fund.
Please note: The Advocacy Fund changed to the High Growth Fund on 1 October 2021. Visit this page for more information.
Additional information
Additional Information Booklet
Guide to our Ethical Investment Process
Important information for NZ investors
Additional information
Altius Additional Information Document
Guide to our Ethical Investment Process
Important information for NZ investors
Additional information
Additional Information Booklet
Guide to our Ethical Investment Process
Important information for NZ investors
Additional information
Additional Information Booklet
Guide to our Ethical Investment Process
Important information for NZ investors
Additional information
Additional Information Booklet
Guide to our Ethical Investment Process
Important information for NZ investors
Additional information
Additional Information Booklet
Guide to our Ethical Investment Process
Important information for NZ investors
Additional information
Additional Information Booklet
Guide to our Ethical Investment Process
Important information for NZ investors
Additional information
Additional Information Booklet
Guide to our Ethical Investment Process
Important information for NZ investors
Additional information
Additional Information Booklet
Guide to our Ethical Investment Process
Important information for NZ investors
Additional information
Additional Information Booklet
Guide to our Ethical Investment Process
Important information for NZ investors
Additional information
Additional Information Booklet
Guide to our Ethical Investment Process
Important information for NZ investors
Additional information
Additional Information Booklet
Guide to our Ethical Investment Process
Important information for NZ investors
Additional information
Additional Information Booklet
Guide to our Ethical Investment Process
Important information for NZ investors
Forms
Managed funds application form
Managed Funds adviser third party and fee authority form
Managed Funds additional investment application form
Managed Funds change of details form
Managed Funds transfer request form
Managed Funds switch form
Managed Funds withdrawal form
Tax residency self certification form
Managed Funds proof of identity guide
Altius Funds individual application form
Altius Funds wholesale application form
Altius SMSF application form
Altius Funds companies / trusts application form
Altius Funds change of details form
Altius Funds transfer request form
Altius Funds additional investment form
Altius redemption request form
Managed Funds proof of identity guide
Financial Services Council (FSC) identification forms
If you are a resident for tax purposes of any country other than Australia, you are required to submit the relevant Financial Services Council (FSC) identification form to us along with your initial application form.
This is for the purposes of the USA Foreign Account Tax Compliance Act (FATCA) and the global Common Reporting Standard (CRS). The FSC identification forms are based on your investor type. If you have any questions or unsure which form you should complete, please contact us on 1800 021 227.
*This Fund will no longer accept applications from new investors via the mFund Settlement Service (mFund). Current mFund investors can continue to buy additional units (minimum $1000) and continue with their regular monthly investment plans (minimum $100). Redemptions from the Funds will be processed as per normal via mFund. There are no Establishment, Contribution, Withdrawal or Exit fees charged by Australian Ethical. Please note that brokerage or other third party fees may apply for using this service. Please click here for more information about mFunds.