Emerging Companies Fund

Australian Ethical's newest fund,
investing in small companies with big potential

Why choose the Emerging Companies Fund?

Performance

Performance

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

big-potential

Small companies, Big opportunities

The fund invests in small and micro companies with significant upside potential for growth.

Checklist

Ethical Approach

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

 

 

The Emerging Companies Fund in detail

Minimum Investment Amount

Retail

$1,000, or $500 if you start a regular investment plan of at least $100 per month.

Wholesale

$25,000.

Investment objective

To provide long-term growth by investing in small capitalisation companies that meet the Australian Ethical Charter.

Strategy

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 that the fund may suit

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.

Risk Level

High

High – This rating equates to the likelihood of 5.7 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 Small capitalisation shares Unlisted shares
Ranges 70 – 100% 0 – 10%
Defensive
Asset class Cash
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.


Investment Themes: Industries of the future

IT

Information Technology

healthcare

Healthcare

telecommunucations

Communications

education

Education

sustainable-yield

Sustainable Yield

and

…and more

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

 

– MoneyManagement, 20 March 15

Invest Now – Getting Started is Easy

Invests in small companies with big potential.

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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.