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Make additional investments

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:

Fund
Biller code

Emerging Companies Fund

817486

International Shares Fund

556373

Australian Shares Fund (formerly Smaller Companies Trust)

20602

Diversified Shares Fund (formerly Smaller Companies Trust)

20867

Advocacy Fund

125757

Balanced Fund

20859

Fixed Interest Fund

234534

Income Fund

20610


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:

 

Minimum amount

Starting investment

$1,000

Starting investment with a Regular Investment Plan

$500

Additional investments (one-off payments)

$100

Monthly investment with a Regular Investment Plan

$100

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) available on our website. You may wish to seek advice from an authorised financial adviser before making an investment decision.