International Shares Fund

Why choose the International Shares Fund?

Performance

Performance

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

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.

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

Risk Level

High

High

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.


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.