Australian Ethical Fixed Interest Fund (Wholesale)
About this Fund
|FUND MANAGER||Australian Ethical Investment|
|ASSET CLASS||FIXED INTEREST|
|INVESTMENT STYLE||The Fund provides exposure to primarily Australian fixed interest securities that support the Australian Ethical Charter.|
|INVESTMENT PROFILE||The Fund seeks to generate income with some capital growth potential over the medium to long term.|
|CURRENCY MANAGEMENT||Active management|
|BENCHMARK||Bloomberg AusBond Composite 0+ Years|
|FUND SIZE||Bloomberg AusBond Composite 0+ Years|
|NO. OF HOLDINGS|
Benefits of investing in the Australian Ethical Fixed Interest Fund (Wholesale)
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:
Medium to Low
Investors seeking income through a diversified portfolio of medium term duration interest-bearing investments.
About the Fund
Australian Ethical offers investors the opportunity to invest in a diversified portfolio of interest-bearing investments generating income. The Fund is invested in primarily fixed rate bonds, from issuers such as the Commonwealth and State Governments, banks and other corporate issuers that meet the Australian Ethical Charter. The Fund aims to match the return of the UBS composite bond index.
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, 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.
The Certification Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations.
The Symbol also signifies that Australian Ethical has adopted strict disclosure and operational practices required under the Responsible Investment Certification Program for the category of Asset Manager.
How we invest your money
The opportunity to invest in a diversified portfolio of interest-bearing investments generating income. The Fund is invested in primarily fixed rate bonds, from issuers such as the Commonwealth and State Governments, banks and other corporate issuers that meet the Australian Ethical Charter.
Mix of asset classes and strategic ranges