Resources

Our Team

  Meet our experienced investment team

Ethical Charter and Stewardship Policy

Our Ethical Charter describes in detail the process through which we select investments that best align with the ethical values of our investors.

  Download our Ethical Charter and Stewardship Policy

Quarterly Performance Reports 

  Ethical Investment Growth

  Ethical Investment Fixed Income

  Ethical Investment Australian Equities

  Ethical Investment Large-Cap

Transparency

We believe in providing full transparency of the managers and companies we invest in.

  Download our full list of investment holdings

Annual Report

Our Annual Report outlines the positive impacts the investments are having on society and the environment, as well as a summary of our engagement during the year.

  Download the latest Annual Report

Product Disclosure Statements

  Download the Product Disclosure Statements for the portfolios

Speak to Us

1300 25 44 13

© Copyright 2023 Ethical Investment Funds Management Pty Ltd ABN: 66 634 011 724
Ethical Investment Advisers (AFSL 276544) is an Australian Financial Services Licensee.

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

 

¹ The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.

 

 

Ethical Investment Funds Management acknowledge the Traditional Custodians of the lands on which we work and live, the Aboriginal and Torres Straight Islander people of Australia, and pay our respect to the Elders past, present and emerging. We recognise and respect their cultural heritage, beliefs and relationship with the land and waters, and recognise their role in caring for and maintaining the land over thousands of years. We also extend that respect to other First Nations. We see reconciliation as a fundamental responsibility and we are committed to advancing reconciliation with Australia’s First Peoples and engaging with their concerns.

 

The information on this website has been provided for general information purposes and must not be construed as investment or professional advice. Ethical Investment Funds Management 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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