Wholesale Funds

A wholesale unit class is available for larger investors within these funds:


Minimum Investment Amount – Wholesale Investors

Class B units – Conditions for access (Conditions may vary at our discretion)

Investors in the Australian Shares Fund and Diversified Shares Fund must maintain a minimum $500,000 investment across Australian Ethical’s managed funds products and a minimum investment of $25,000 in the specific fund.

The minimum investment for other funds is $25,000.

Criteria will be reassessed at least annually. Conditions are not applicable to wholesale investors via platforms, mFund Settlement Service and superannuation master trusts.