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Making an additional investment

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 Larger 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 Investor Plan
$500
Additional investments (one-off payments)
$100
Monthly investment with a Regular Investor Plan
$100