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.
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 |
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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.