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Balanced Fund

To provide investors with a balance between capital growth
and a moderate level of income through a diversified portfolio of
assets that supports the Australian Ethical Charter.

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

Minimum investment timeframe
5 years
Risk level
Medium to High

Strategic asset allocation*

Asset class Strategic Range % Actual Allocation %#
Australian & New Zealand Small Cap 20 - 40 33.2
International shares 10 - 35 26.1
Property 0 - 20 8.0
Alternatives 0 - 20 1.5
Interest-bearing securities 20 - 40 22.8
Cash 0 - 10 8.4

*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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