Ethical managed funds

What is an ethical managed fund?

A managed fund is an investment fund run by professionals on your behalf. Investors money is pooled to achieve the benefits of group buying power, as opposed to you making your investments directly.

It’s a great way for you to easily access a diversified portfolio of investments than if you were to buy the investment yourself. 

Australian Ethical has always gone beyond ESG (environmental, social and governance criteria) with its unique combination of ethical screening. Our Ethical Charter has both positive and negative screens, which means we don’t simply avoid companies with a negative impact, but we proactively seek out companies that do good.

Companies are selected for the benefits provided by their products and services and for the responsible management of their social and environmental impact. Our approach gives investors a way to create wealth and have a positive impact on the world.

Benefits of investing in our managed funds

 You know what your money is being invested in through our Ethical Charter screening process. You can grow your investments while doing good for the planet, people and animals.

 We have award-winning professional investment managers and an in-house ethics team with over 100 combined years of industry experience.

 Investing in managed funds is an easier way to invest in different types of assets classes and industry or market sectors (known as portfolio diversification). By not ‘putting all your eggs in one basket’ investors can minimise the impact of poor performance of an industry or sector. 

 Competitive value  ̶  you can do more with a lot less. You are sharing costs with a pool of other investors which reduces your cost of investing.

 Buying and selling managed funds is simpler and more flexible than buying or selling multiple investment assets directly. We provide you with access to markets not easily accessible to individuals.

 It's simpler and easier for you to invest, with reduced paperwork and consolidated reporting and tax information. Rather than handling all the administration involved in holding many shares, with our ethical managed funds, you can make one transaction into a fund that includes many investments. 

 Track your portfolio through our Investorserve portal.

 You can start investing with us with as little as $1,000, or $500 with a regular investor plan (start with a little or a lot).

How do we choose what to invest in?

What are the risks involved?

Investing in a managed fund carries risks, like any investment.

The level of risk and the returns will depend on the assets the Fund invests in. Assets with the highest long-term returns may also carry the highest level of short-term risk.

You should consider your personal circumstances and read our Financial Services Guide and the Product Disclosure Statement before making any investment decision.

How we invest ethically

Our in-house Ethical Research team monitors companies for their ethical behaviours and environmental and social impacts. We won’t consider a company for its investment potential before it passes through our rigorous ethical assessment process. Once it does pass that hurdle, our investment team has more than 100 years of combined investment experience to manage investments on behalf of our clients.