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| Rebate Offer |
3.5% (100%*) |
| Minimum Initial Investment |
$1,000 |
| Expected Close Date |
Ongoing |
| Description |
Has the country's longest history as a socially responsible fund manager offering an income, balanced, equities and large companies shares trust. |
| Product Disclosure Statement |  | Download Product Disclosure Statement (PDS) |  | Request Product Disclosure Statement (PDS) |
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Australian Ethical Investment Ltd provides a range of ethical investment options to suit your individual investment needs, without compromising ethical principles.
Australian Ethical offers four investment Trusts to choose from, providing a range of risk/return profiles to suit individual investment needs:
- Australian Ethical Income Trust: a portfolio of capital-stable, interest bearing securities of short, medium and long term duration.
- Australian Ethical Balanced Trust: A balanced portfolio covering a range of asset classes including loans, interest-bearing securities, property, domestic equities (i.e. shares) and international equities.
- Australian Ethical Equities Trust: A diversified portfolio of domestic and international equity investments focused on the longer term horizon.
- Australian Ethical Large Companies Share Trust: A diversified portfolio of domestic and international equity investments in larger listed companies.
Australian Ethical offers investors something extra to conventional investment. It applies its unique combination of financial and ethical objectives to the selection of investments:
- To contain the risk of investing;
- To obtain a financial return commensurate with any risk taken;
- To avoid investment in activities which are socially or environmental detrimental; and
- To participate financially in profitable activities which bring social or environmental benefits.
PLEASE NOTE: The Australian Ethical Investments product disclosure statement is not stamped. Investors should send your completed application with investment cheque and the handling fee payable to 2020 DIRECTINVEST (please see Fee Disclosure) care of our office where we will stamp the application for 100% commission rebate and forward to Hunter Hall on the same day it is received:
2020 DIRECTINVEST
Reply Paid 75099
Greenwich NSW 2065
| Fee Disclosure | | *2020 DIRECTINVEST will rebate 100% of the 3.5% upfront commission received from Australian Ethical Investments as additional units. The entry fee is 4.0%, Australian Ethical retains 0.50%. Please Note this Fund does not pay trailing commission so a $55 handling fee is payable to 2020 DIRECTINVEST to cover administration, postage & handling and marketing of this product. |
| Download Product Disclosure Statement (PDS) | | Request Product Disclosure Statement (PDS) | | Sustainability Report |
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