new-to-mfund

Back to articles

Australian Ethical launches the wholesale version of its Balanced Fund (mFund code: AET08)

new-to-mfund
mFund
16 April 2018

Australian Ethical launches the wholesale version of its Balanced Fund

Now available on mFund under code AET08

Australian Ethical is Australia’s leading ethical fund manager. 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. Ten per cent of our profits are distributed to charitable organisations and social impact initiatives through The Australian Ethical Foundation.

The Australian Ethical Balanced Fund

Our Balanced Fund is designed for investors who want to invest in a diversified portfolio of assets and markets to reduce the volatility of returns, while also aligning with their ethical values. The Fund is now available to investors at the wholesale management fee of 0.85% p.a.

As with all our funds, every potential investment in the Balanced Fund must first pass our unique Ethical Charter before it will be considered. This means investors can be sure their money is invested in assets working towards a positive, sustainable future and not those that cause harm to the planet, people or animals.

Australian Ethical does not invest in fossil fuel companies, or in those with exposure to tobacco, nuclear weapons, cruelty to animals or mistreatment of workers. Instead the portfolio has exposure to industries that we deem to be positive for the world, such as renewable energy, innovative technology and healthcare companies. For more information on Australian Ethical watch our video or visit australianethical.com.au.

Please refer to the Product Disclosure Statement for more detailed information about investing in the Balanced Fund (wholesale) or call us on 1800 021 227.

This information is of a general nature and is not intended to provide you with financial advice or take into account your personal objectives, financial situation or needs. You may wish to seek independent financial advice from a licensed or authorised financial adviser before making an investment decision.