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 all other funds is $25,000 if you want to access the wholesale rates.

Criteria will be reassessed at least annually. The above minimum investment conditions are not required if you invest via platforms, the mFund Settlement Service and superannuation master trusts.