Benefits of investing in the Australian Ethical Australian Shares Fund - Class B

Management - 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:

• via our website australianethical.com.au/managed-funds, which provides all the information that is material for our Managed Funds;
• through statements issued twice yearly;
• by using our secure online account access system, InvestorServe; and
• by subscribing to our monthly and quarterly investment commentary reports and our ethical magazine (Good Money) at australianethical.com.au/newsletter/subscriptions.

Risk level

Very high

Investor suitability

Investors seeking capital growth through an exposure to Australian shares. The Fund is suited to investors that have a longer investment timeframe and a higher risk tolerance.

About the Fund

Australian 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.

Our unique investment process

Australian 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 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.

Certified Responsible Investment

Australian Ethical's Managed Funds have been certified by RIAA according to the strict disclosure practices required under the Responsible Investment Certification Program.

About Australian Ethical

Australian 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.

How we invest your money

Investment strategy

The opportunity to invest in a diversified share portfolio of companies predominately listed on the ASX and selected on the basis of their social, environmental and financial credentials. The Fund utilises an active stock-picking management style with stocks generally selected for growth rather than income, with a bias towards smaller capitalisation stocks listed on the ASX. All stocks are chosen on the basis of relative value where we deem the risks are being adequately priced.

Mix of asset classes and strategic ranges

• Australian & New Zealand shares: 85%-100%

• Unlisted shares: 0%-5%

• Cash: 0%-15%