Ethical Funds

Investment Opportunities > Managed Funds > Socially Responsible Funds

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On this page you will find a range of socially responsible and ethical investment funds available with 100% entry fee rebate.

Ethical funds (or socially responsible funds) integrate financial goals with positive personal values to give investors a voice in shaping the future of our society through ethical investment practices. Generally, this means taking environmental, social or governance considerations into account when selecting, retaining or realising investments for the fund. Ethical 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 Name	Fee Rebate	Initial Investment	Expected Close Date
Alphinity (Challenger) Socially Responsible Share Fund	4.0% (100%)	$5,000	Ongoing
Australian Ethical Investment	3.5% (100%*)	$1,000	Ongoing
BlueChip Series van Eyk Ethical	-	$5,000	Ongoing
Generation Global Share Fund	4.0% (100%)	$5,000	Ongoing
Hunter Hall Global Deep Green Trust	4,0% (100%*)	$5,000	Ongoing
Hunter Hall Investment	4.0% (100%*)	$5,000	Ongoing
OnePath ING Sustainable Investments - Australian Shares	4.0% (100%)	$5,000	Ongoing
Perpetual Ethical SRI Fund	4.0% (100%)	$2,000	Ongoing

Access independent research, star ratings and performance data on socially responsible / ethical managed funds using the 2020 DIRECTINVEST Find a Fund tool. Or visit the Investor Education section for information on ethical investments and sustainable investments.