Funding your investment

You can fund your investment by:

  1. BPAY
  2. Cheque – in Australian dollars, made payable to ‘Australian Ethical Applications on Trust’
  3. Direct debit – by starting a Regular Investor Plan.

New investors

Please first complete an application form.

Existing investors

To add more to a fund you already invest in…
Simply make a BPAY payment using your BPAY reference number (contact us if you’re not sure what it is), and the biller code for the fund:

To invest in a different fund, or to invest more by cheque…
We’ve created a new, simple one-page Managed Funds Additional Investment Application Form that you can send to us via email or post.

Minimum investment amounts (Retail Investors)

To be able to invest in our managed investments, the following outlines the minimum requirements:

Minimum Amount
Starting investment $1,000
Starting investment with a Regular Investor Plan $500
Additional investments (one-off payments) $100
Monthly investment with a Regular Investor Plan $100

Investors with larger investments to make should consider our wholesale unit class.

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