Adviser Resources

Our Team

  Meet our experienced investment team


Our Ethical Charter and Stewardship Policy

  Download our Ethical Charter and Stewardship Policy


Lonsec and Ethical Ratings

All of the underlying fund managers are Lonsec rated.

  Download the Lonsec Ratings

Responsible Investment Association Australasia (RIAA) Scorecard Results 2020


Blending Analysis

Designed to assist with investment selection and blending of the funds to target a desired asset allocation.

  Download the Blending Analysis document


Monthly Performance

Performance of each portfolio over the long-term, updated each month.

  Download Performance


Sample SoA Wording

Information that may assist financial advisers when recommending the Ethical Investment Growth or Ethical Investment Fixed Income Portfolios for a client

  Download the Sample SoA Wording

Speak to Us

1300 25 44 13

© Copyright 2019 Contact Ethical Advisers Funds Management Pty Ltd ABN: 66 634 011 724
Ethical Investment Advisers (AFSL 276544) is an Australian Financial Services Licensee.

Ethical Advisers Funds Management Pty Ltd is a Corporate Authorised Representative (001277050) of Ethical Investment Advisers Pty Ltd.

 

The information on this website has been provided for general information purposes and must not be construed as investment or professional advice. EAFM suggests you consider obtaining professional advice before making any investment decisions.

 

Please refer to the Product Disclosure Statement (PDS) before making any investment decisions. Past performance is not necessarily indicative of future returns.

 

Head Office: 1 Enoggera Terrace, Red Hill QLD 4059  ABN: 26 108 175 819

  web design by kmo