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Socially Responsible Funds

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Socially Responsible Funds


Ethical investing in socially responsible funds integrates financial goals with positive personal values to give investors a voice in shaping the future of our society. Generally, this means taking environmental, social or governance considerations into account when selecting, retaining or realising investments for the fund. Socially Responsible Investment in Australia is on the verge of a transition from being a niche activity to having a place in the mainstream investment options.

Fund NameFee RebateInitial InvestmentExpected Close Date
AMP Capital Sustainable Share Fund 4.1% (100%) $30,000Ongoing
Australian Ethical Investment 3.5% (100%*)$1,000Ongoing
Challenger Socially Responsive Share Fund 4.0% (100%)$5,000Ongoing
Generation Global Sustainability Fund 4.0% (100%)$5,000Ongoing
Hunter Hall Global Deep Green Trust 4,0% (100%*)$5,000Ongoing
Hunter Hall Investment 4.0% (100%*)$10,000Ongoing
ING Sustainable Investments - Australian Shares 4.0% (100%)$5,000Ongoing
 
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