Quarterly Performance Reports
Product Disclosure Statements
Our Ethical Charter and Stewardship Policy
Lonsec and Ethical Ratings
All of the underlying fund managers are Lonsec rated.
Responsible Investment Association Australasia (RIAA) Scorecard Results 2020
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