Invest in an Australian Ethical Managed Fund

Apply online

We offer a range of eight managed funds for you to invest in, more information on each fund can be found here. To invest, simply complete our online application form and follow the prompts. 

Before you start, you’ll need to understand what account type you would like to set up. You will be provided with details of the information required for your chosen account type, once you commence your application.

Please note: investors applying as an Association, Co-operative, or Partnership will need to complete our paper application form, available at the bottom of this page.

It’s important to read the Product Disclosure Statement, Financial Services Guide and Managed Funds Privacy Collection Notice before you invest.

Apply now

Paper application

You can apply for our Managed Funds using our paper application form below. This is currently the only application method for investors applying as an Association, Co-operative, or Partnership. 

Download paper application

You’ll also need to send in supporting documents: 

• Individuals
  • provide a certified copy of photo id with your application
• Companies, Partnerships and Corporate Trustees
  • complete the relevant FSC form/s and submit with your application form
• Trusts (including SMSF’s)
  • complete the relevant FSC form/s
  • provide a certified extract of the Trust Deed
  • for individual trustees, please also provide a certified copy of ID (drivers license or passport) for each trustee
• Association and Co-Operatives
  • complete the relevant FSC form/s
  • provide a certified extract of the constitution of the Association / Co-operative

You can scan and email your forms back to us at investors@australianethical.com.au 

Or post your completed and signed forms to:
Australian Ethical Investments
c/o Boardroom Pty Limited
Reply Paid 3993
Sydney NSW 2001

It’s important to read the Product Disclosure Statement, Financial Services Guide and Managed Funds Privacy Collection Notice before you invest.