Australian Ethical International Shares Fund
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/100393-2023-10-04-02:19.pdf |
FUND MANAGER | Australian Ethical Investment Ltd |
ASX Code | |
APIR | AUG0006AU |
ASSET CLASS | GLOBAL EQUITIES |
INVESTMENT STYLE | The Fund invests in international companies which meet the Australian Ethical Charter. |
INVESTMENT PROFILE | The Fund aims to provide long-term growth. |
CURRENCY MANAGEMENT | Unhedged |
INCEPTION DATE | 13-06-2007 |
BENCHMARK | Australian Ethical International Shares Composite |
FUND SIZE | Australian Ethical International Shares Composite |
DISTRIBUTION FREQUENCY | Half-yearly |
NO. OF HOLDINGS | |
FEES | 0.99% p.a. |
STRUCTURE |
Benefits
Benefits | Benefits of investing in the Australian Ethical Diversified Shares FundManagement - ethical investment professionals The Fund provides access to a professionally managed investment portfolio that takes account of ethical factors (including environmental and social impact plus corporate governance), so that you can invest knowing your money is involved in positive activities. Governance - looking after your investment The operations of the Fund, including the rights, responsibilities and duties of Australian Ethical and investors, are governed by its constitution and the Corporations Act 2001. Communications - staying in touch with you You can keep track of your investment in the following ways:
Risk levelHigh Investor suitabilityInvestors seeking to invest in a diversified
portfolio of international companies, on the basis of their social,
environmental and financial credentials. |
RISK LEVEL | |
INVESTOR SUITABILITY |
Risks
Title | |
Detail |
Key Features
About the FundAustralian Ethical believes in the transformative power of money to achieve positive social and environmental outcomes. The Australian Ethical Charter, shown on page 4 of the product PDS, guides our ethical investment decisions - what we seek to invest in and what we avoid, and also guides our corporate activities beyond our Managed Funds. However, ethics alone are not enough; investments made by Australian Ethical must also have solid investment prospects. Our team of ethical and investment analysts work together to provide our investors with an ethical portfolio that aims to provide competitive returns over the long term. About Australian EthicalAustralian Ethical is one of Australia's leading ethical fund managers. By investing responsibly in well-managed ethical companies, we deliver competitive financial performance to our clients and positive change to society and the environment. Since our inception in 1986, our Ethical Charter has guided all investment decisions and underpinned our business practices. Every year 10 per cent of our profits* are distributed to charitable organisations and social impact initiatives through The Australian Ethical Foundation. |
Mandate
How we invest your moneyInvestment strategyThe opportunity to invest in a diversified portfolio of companies listed on international stock exchanges, which meet the Australian Ethical Charter. Mix of asset classes and strategic ranges
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