Australian Ethical has a strong track record of selecting positive, profitable investments.
Small companies, Big opportunities
The fund invests in small and micro companies with significant upside potential for growth.
Every company in this portfolio has passed Australian Ethical’s rigorous positive and negative screening process.
$1,000, or $500 if you start a regular investment plan of at least $100 per month.
To provide long-term growth by investing in small capitalisation companies that meet the Australian Ethical Charter.
The opportunity to invest in a diversified portfolio of shares in small capitalisation companies on the basis of their social, environmental and financial credentials. The Fund utilises an active stock-picking management style with stocks selected for growth rather than income. All stocks are chosen on the basis of relative value where we deem the risks are being adequately priced.
Investors seeking capital growth through an exposure to small capitalisation companies. The Fund is suited to investors with a longer timeframe and higher risk tolerance.
High – This rating equates to the likelihood of 5.7 negative annual returns over a 20 year period using the standard risk measure.
|Asset class||Small capitalisation shares||Unlisted shares|
|Ranges||70 – 100%||0 – 10%|
|Ranges||0 – 20%|
* 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.
^ Up to 20% of the Fund’s assets may be allocated to international shares.
“Australian Ethical’s domestic equities portfolios consistently outperformed with below average volatility”
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.