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.
Why Invest in the Ethical Investment Growth Portfolio
Ethical Advisers Funds Management are highly qualified to construct portfolios designed to meet ethical needs while generating a strong return
According to RIAA, 9 in 10 Australians expect their money to be managed with social and environmental impacts taken into consideration.
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.
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
Excluded Investments – Who we avoid
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.