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Managed fund options

Risk/return profiles

We have eight ethical managed funds ready-made for you to pick from to suit your needs. Each have different risk profiles for you to choose from based on your financial objectives, personal financial situation.

This chart represents the potenial risk and return characteristics of our Managed Funds. It is not a forecast of actual risk or investment returns. The scale is indicative only.

ManagedFunds-Options_Chart-1619419234371.jpg

Defensive

With a short-investment timeframe you seek to conserve capital and ensure stable income.

Neutral

With a medium-term investment timeframe you seek lower volatility, but with some growth and income.

Growth investor

With a longer-term investment timeframe you are able to accept higher risk, seek growth and are not reliant on income produced by your investments.

For more information about each of these funds including the investment objectives, recommended timeframe, asset classes and fees, please read the product disclosure statement and additional information booklet.

8 managed funds

Minimum investment amount
Minimum timeframe
Investment Risk
Emerging companies

Retail class - $1,000, or $500 if you start a regular investment plan of at least $100/month.

Wholesale class - $25,000

7 years Very high LEARN MORE
International shares

Retail class - $1,000, or $500 if you start a regular investment plan of at least $100/month.

Wholesale class - $25,000 

7 years High LEARN MORE
Australian shares

Retail class - $1,000, or $500 if you start a regular investment plan of at least $100/month.

Wholesale class - $500,000 across all Australian Ethical Managed Funds, including $25,000 within the Australian Shares Fund. 

7 years Very high LEARN MORE
Diversified shares

Retail class - $1,000, or $500 if you start a regular investment plan of at least $100/month.

Wholesale class - $25,000

7 years High LEARN MORE
Advocacy

Retail class - $1,000, or $500 if you start a regular investment plan of at least $100/month.

Wholesale class - $25,000

7 years High LEARN MORE
Balanced

Retail class - $1,000, or $500 if you start a regular investment plan of at least $100/month.

Wholesale class - $200,000 across all Australian Ethical Managed Funds, including $25,000 within the Balanced Fund.

5 years Medium to High LEARN MORE
Fixed interest

Retail class - $1,000, or $500 if you start a regular investment plan of at least $100/month.

Wholesale class - $25,000

3 years Low to Medium LEARN MORE
Income fund

Retail class - $1,000, or $500 if you start a regular investment plan of at least $100/month.

Wholesale class - $25,000

1 year Very low LEARN MORE

 

Refer to the Product Disclosure Statement for more information.

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