Managed Funds PDS

The Australian Ethical Financial Services Guide should be considered before making an investment decision.

 

Product Disclosure Statements

 

Retail Managed Funds Wholesale Managed Funds
Emerging Companies Fund Emerging Companies Fund (Wholesale)
International Shares Fund International Shares Fund (Wholesale)
Australian Shares Fund Australian Shares Fund (Wholesale)*
Diversified Shares Fund Diversified Shares Fund (Wholesale)
Advocacy Fund Advocacy Fund (Wholesale)
Balanced Fund Balanced Fund (Wholesale)*
Fixed Interest Fund Fixed Interest Fund (Wholesale)
Income Fund Income Fund (Wholesale)

*Please note this Fund will no longer accept applications from new investors via the mFund Settlement Service (mFund). Current mFund investors can continue to buy additional units (minimum $1000) and continue with their regular monthly investment plans (minimum $100).  Redemptions from the Funds will be processed as per normal via mFund.  There are no Establishment, Contribution, Withdrawal or Exit fees charged by Australian Ethical.  Please note that brokerage or other third party fees may apply for using this service. Please click here for more information about mFund.

Additional Information

Recent updates

Significant Event Notices

Contact us on 1800 021 227 if you have any questions about our investment products.

Important notice