Questions and Answers on the Ethical Advisers Funds Management SMA’s

Ethical Mid Cap and Ethical Large Cap

 

How long has the Ethical Mid Cap and Ethical Large Cap been running?

The Ethical Mid Cap has been running since January 2014 and the Ethical Large Cap since June 2018

Does the Ethical Large Cap contain the major 4 banks?

No. There is a fossil fuel lending exclusion

What are the fees for the SMA’s?

Ethical Investment Mid Cap 0.615%pa

Ethical Investment Large Cap 0.41%pa

Cash levels in these funds?

5-10%

Ethical Diversified Fund of Funds – Income and Growth

How does this diversified ethical model compare with Lonsec’s new Ethical SMA’s?

The Ethical Advisers Funds Management SMA’s are run by advisers for advisers and their clients. We know what your clients want and our funds have true to label screening that will not  disappoint the clients that dig deeper and look at underlying stocks. The managed funds chosen in our SMA’s are the highest rated on ethical screening as well having good financial performance with Lonsec ratings.

What are the fees for the Fund of Fund SMA’s?

Growth and income SMA’s 0.308%

Underlying MER of funds – Growth 0.807%pa and Fixed income 0.724%pa

How often are the diversified funds rebalanced?

Quarterly in consultation with our economist and investment committee, or more regularly if required, depending on market conditions

What Platforms are the funds available on?

Growth & Fixed Income:

    • Hub24 (Super & IDPS, Core & Choice menus)
    • WealthO2 (Super & IDPS)

Mid Cap:

    • Hub24 (Super & IDPS)
    • Praemium CPS (Super & IDPS)
    • Emerald Wrap (Super & IDPS)
    • WealthO2 (Super & IDPS)

Large Cap:

    • Hub24 (Super & IDPS)
    • WealthO2 (Super & IDPS)

Any plans to be on other Platforms?

We would need funds flow pledges to justify applying to other Platforms – happy to discuss with those that are interested. The underlying funds need to be on the Platform menu in order to run the Diversified funds.

What resources are available for advisers or clients?

Resources are all available on the website

• Quarterly & Monthly Performance Updates

• Stewardship and Ethical Charter

• Full list of investment holdings

• Sample SOA wording

• Engagement Report

• Blending Analysis

• Product Disclosure Statements

• Lonsec Ratings

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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