Track Record of Performance
Returned over 10% per annum over the last 3 years.
Large Diversified Portfolio
Broad based portfolio that provides exposure to companies all around the world.
Every company in this portfolio has passed Australian Ethical’s rigorous positive and negative screening process.
Australian Ethical’s International Shares Fund was awarded
Best International Equites Fund
at the Australian Fund Managers Awards 2014.
$1,000, or $500 if you start a Regular Investor Plan of at least $100 per month.
Direct wholesale investors
$25,000 within the International Shares Fund
To provide long-term growth through investment in international companies, which meet the Australian Ethical Charter.
The opportunity to invest in international companies on the basis of their social and environmental credentials. The Fund aims to perform broadly in line with the MSCI World ex Australia index and is expected to have a low to moderate level of turnover.
High – The risk level of High for the International Shares Fund equates to the likelihood of 4.9 negative annual returns over a 20 year period using the standard risk measure.
|Asset class||International shares|
|Ranges||90 – 100%|
|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.
31 July 2016
|3 months||1 year||3 years (pa)|
|International Shares Fund||2.2%||(1.5%)||10.5%|
Past performance is not an indicator of future performance.
Total returns are calculated:
The actual returns received by an investor will depend on the timing, buy and exit prices of individual transactions.
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.