Quarterly Performance Reports
Product Disclosure Statements
Our Ethical Charter and Stewardship Policy
All of the underlying fund managers are Lonsec rated.
Designed to assist with investment selection and blending of the funds to target a desired asset allocation.
Performance of each portfolio over the long-term, updated each month.
Sample SoA Wording
Information that may assist financial advisers when recommending the Ethical Investment Growth or Ethical Investment Fixed Income Portfolios for a client