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.
$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 a diversified portfolio of companies listed on international stock exchanges, which meet the Australian Ethical Charter.
|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.
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.