Making additional investments to your managed fund account could make a difference to your financial future. There’s two ways you can do this, a one-off additional investment or through the regular investment plan.
One-off additional investments
If you’re already invested in a fund with us, you can make a BPAY payment to the same fund using your BPAY reference number, and the biller code for the fund:
The BPAY biller code and your reference number is available in your online account. Click on Payment instructions > BPAY instructions and select Australian Ethical as the Issuer, or you can contact us.
To invest in a different fund, use our simple one-page Managed Funds Additional Investment Application Form that you can send to us by email or post and then make your BPAY transfer using the BPAY codes above and your BPAY reference number, after you’ve received your confirmation email from us.
Minimum investment amounts (Wholesale Investors)
Wholesale investors can find the minimum investment amounts on our fee information page.
Minimum investment amounts (Retail Investors)
To be able to invest in our managed funds, the following outlines the minimum requirements:
Regular investment plan
How does the regular investment plan work?
You can build on your existing investment by using the plan to make regular monthly investments. It can be as little $100 per month and you can stop or change the amount at any time through the investor online portal. Your nominated bank account will be debited on the 15th of each month.
What are the benefits of increasing my investment regularly?
A little can go a long way
You can make additional investments from as little as $100 a month
It all adds up
Making regular investments could have an impact on your financial future
Automation is your friend
Setting up monthly direct debits means it even easier to make additional investments
How do I setup a regular investment plan?
- Login to the Managed funds portal
- Click ‘Payment Instructions’ in the left-hand menu and then ‘Savings plan’
- Click ‘Add savings plan’ and add in your details
The information is of a general nature and is not intended to provide you with financial advice or take into account your personal objectives, financial situation or needs. Before acting on the information, consider its appropriateness to your circumstances and read the relevant product disclosure statement (PDS) and target market determination available on our website. You may wish to seek advice from an authorised financial adviser before making an investment decision.