International Shares Fund

Award-winning fund with a focus on smart energy

Why choose the International Shares Fund?

Performance

Track Record of Performance

Returned over 10% per annum over the last 3 years.

Globe

Large Diversified Portfolio

Broad based portfolio that provides exposure to companies all around the world.

Checklist

Ethical Approach

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.

The International Shares Fund in detail

Minimum Investment Amount

Retail investors

$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

Investment objective

To provide long-term growth through investment in international companies, which meet the Australian Ethical Charter.

Strategy

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.

Risk Level

High

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.

Recommended minimum investment timeframe

7 years

Mix of asset classes and strategic asset allocation*

Growth
Asset class International shares
Ranges 90 – 100%
Defensive
Asset class Cash
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.

Returns of over 20% per annum over the last 3 years

Returns to
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.

Calculating Returns

Total returns are calculated:

The actual returns received by an investor will depend on the timing, buy and exit prices of individual transactions.

Invest Now – Getting Started is Easy

Winner at the Australian Fund Managers Awards for Best International Equites Fund.

Track your investments 24/7 in our secure investor access site.

Join over 25,000 Australians that invest ethically with us.

Managed Funds Pre-Form


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.