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Notices and updates

Managed Funds

Australian Ethical will inform relevant investors of any significant events that may affect them. This can be in the form of a Significant Event Notice (SEN) which is sent to investors via email or letter, or in the form of News and Updates.

The following is a summary of SENs and Important Updates for the last 7 years for Managed Funds.

September 2021 Australian Ethical Managed Funds

Updates: Changes to the Advocacy Fund from 1 October 2021

From 1 October 2021 the Advocacy Fund, along with other changes, will be known as the High Growth Fund. One of the key changes is also that the fund will now be invested in additional asset classes including unlisted property and alternative assets. 

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July 2021 Australian Ethical Managed Funds

Updates: Ending of Ongoing Adviser Service Fees from 1 July 2021

From 1 July 2021, we will no longer facilitate the payment of an ongoing adviser service fee for a period of longer than 12 months.

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June 2021 Australian Ethical Managed Funds

Updates: Updated fees from 1 June 2021

Effective from 1 June 2021 we've reduced the investment fee for our Wholesale International Shares Fund and Wholesale Balanced Fund, in addition to reducing the fees for six of our retail managed funds.

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April 2021 Australian Ethical Managed Funds

Updates: Updated Buy/Sell spreads from 1 April 2021

The Buy / Sell spreads for our Australian Shares Fund and Emerging Companies Fund have reduced, effective 1 April 2021. 

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October 2020 Australian Ethical Managed Funds

Update: Changes to fees, a minimum investment amount and a buy/sell spread

Effective from 1 October 2020, we've reduced the investment fee for our Fixed Interest Fund and Income Fund. We’ve also reduced our minimum investment amount for the wholesale Balanced Fund, effective 1 October 2020. Since good things come in threes - we’ve also reduced our Buy / sell spread for the International Shares Fund. Read more.

 

July 2019 Australian Ethical Managed Funds

Update: Change to Fees and Costs from 1 July 2019

Effective from 1 July 2019, we've reduced the buy/sell spreads across our Balance Fund, Advocacy Fund and Diversified Shares Fund. Read more.

 

October 2018 Australian Ethical Managed Funds

Update: Changes from 2 October 2018

Effective from 2 October 2018, we've updated our fees and costs across multi[ple Australian Ethical Managed Funds. Read more.

 

July 2017 Australian Ethical Managed Funds

Update: Important Notice for managed funds investors

Class Order 14/1252* applies to the Product Disclosure Statement dated 1 July 2017. The Class Order is new legislation that changes the way we are required to disclose our fees and costs to you. It applies to superannuation and managed fund products.*(as amended by the ASIC Corporations (Amendment) Instrument 2016/1224 and the ASIC Corporations (Amendment and Repeal) Instrument 2015/876.

 

May 2017 Australian Ethical Managed Funds

Update: Important Notice for managed funds investors

Effective from 1 July 2017, we are applying multiple changes to the fund, including changes to management fees, how we disclose our fees/costs to you, changes to some risk levels and a fund name, and our proposed election of the new Attribution Managed Investment Trust regime. Read more.

 

May 2015 Australian Ethical Managed Funds

SEN: Changes to Australian Ethical Managed Funds

Effective from 1 July 2015, we are applying multiple changes, including the launch of the new Emerging Companies Fund and Name changes to the funds. Read more.

 

May 2014 Australian Ethical Managed Funds

SEN: Fee changes

Effective from 30 June 2014, fees and costs applicable to Australian Managed Funds will change. Read more