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Advocacy Fund

To provide long-term growth through investment in listed companies
on Australian and international stock exchanges that meet the
Australian Ethical Charter. A small number of shares which fail to meet the charter may be purchased from time to time to allow advocacy activities to progress. These additional shares will not materially affect the Fund's investment returns.

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Minimum investment amount

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

Wholesale class - $25,000

Minimum investment timeframe
7 years
Risk level

Strategic asset allocation*

Asset class Strategic Range % Actual Allocation %#
Australian & New Zealand Small Cap 60 - 80 74
International shares 20 - 30 23.7
Cash 0 - 10 2.3

*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.

#Actual asset allocation as at 28 February 2021. This allocation is subject to change. 

Fact sheets

Access to key fund information, performance and benchmarks and top 10 holdings.
Commentary is provided on a quarterly basis.


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