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 (wholesale) and Balanced Fund (wholesale) 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.