Ethical Investment Growth Portfolio

 

We select investment managers with strong performance track records and a focus on sustainability and ethical investing

 

What is the Ethical Investment Growth Portfolio?

The portfolio invests across a diversified range of growth investments, including Australian shares, international shares and property assets, with the underlying managers selected specifically to ensure an optimal blend of investment styles and approaches.

Ethical Advisers Funds Management screen and select the investments based on their financial performance as well as their environmental and social performance. The preferred funds are those which actively seek out companies involved in positive environmental activities or which provide benefits to society.

Quarterly Performance Update

Calculate your Impact

Our Impact Calculator gives you the ability to see the tangible, real-world impact your money is having on the environment and society.

 

Why Invest in the Ethical Investment Growth Portfolio 

Specialists

Ethical Advisers Funds Management are highly qualified to construct portfolios designed to meet ethical needs while generating a strong return

Meets Expectations

According to RIAA, 9 in 10 Australians expect their money to be managed with social and environmental impacts taken into consideration.

Future Proof

Excluding investments in areas such as oil and coal, and targeting investments in emerging areas in sustainable technology, healthcare and renewable energy will help future proof your portfolio.

Unique Offering

This is a first of its kind managed portfolio, providing access to investments which are actively making a positive contribution to a sustainable future.

Targeted Investments – Who we choose

Clean Energy

Innovation

Clean Transport

Aged Care

Responsible Banking

Energy Efficiency

Healthcare

Recycling

Education

Excluded Investments – Who we avoid

Weapons

Tobacco

Fossil Fuels

Heavy Polluters

Human Abuse

Gambling

Coal

Oil

Logging

Investment Objective

The fund aims to provide a well-diversified exposure to growth assets which aim to meet the benchmark of the Morningstar Australia Multisector Aggressive (TR) AUD Index, after fees, over the long-term.

This portfolio is ideal for growth investors looking for large amounts of capital growth in assets which suit their ethical values.

 

Managers we Invest In

We invest in like-minded managers who have a strong focus on sustainability and investing ethically, as well as a strong track record of performance.

 

 

 

 

 

How to Invest

The Ethical Investment Growth Portfolio is currently available in superannuation and investment on the Hub24 and Dash platforms. If you are interested in investing in the portfolio, please speak to your financial adviser, or Contact Us today.

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

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