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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 |
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AMP Capital Sustainable Share Fund
| 4.1% (100%) | $30,000 | Ongoing |
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AMP Responsible Investment Leaders Options
| 4.0% (100%) | $1,500 | Ongoing |
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Australian Ethical Investment
| 3.5% (100%*) | $1,000 | Ongoing |
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Challenger Socially Responsive Share Fund
| 4.0% (100%) | $5,000 | Ongoing |
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Generation Global Sustainability Fund
| 4.0% (100%) | $5,000 | Ongoing |
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Hunter Hall Global Deep Green Trust
| 4,0% (100%*) | $5,000 | Ongoing |
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Hunter Hall Investment
| 4.0% (100%*) | $10,000 | Ongoing |
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ING Sustainable Investments - Australian Shares
| 4.0% (100%) | $5,000 | Ongoing |
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Perpetual Ethical SRI Fund
| 4.0% (100%) | $2,000 | Ongoing |
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Access independent research, star ratings and performance data on socially responsible / ethical managed funds using the 2020 DIRECTINVEST Find a Fund tool.
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