Managed funds

Investing in managed funds is an effective way to grow your wealth and achieve your financial goals. Managed funds are run by investment professionals, who do the work for you.

How managed funds work

When you invest your money in a managed fund you buy units in the managed fund. The number of units you get depends on:

  • how much you invest, and
  • how much one unit is worth on the day.

Your money is pooled together with other investors’ money. A team of investment professionals invests this money in various kinds of assets, such as shares, cash and property.

Benefits of Australian Ethical managed funds

Choosing the right investment option

Whether you need to invest for the short or the long-term, we have a range of investment options to suit your financial goals. You can select one option or spread your investment across multiple options:

Investment optionSuitable if you...
Income Trust
  • plan to invest for a year or more
  • want your investment to keep up with inflation
  • are comfortable with lower levels of risk to get stable returns.
Balanced Trust
  • plan to invest for five years or more
  • want to both grow your investment and earn a moderate income
  • are comfortable with moderate levels of risk for potential moderate returns.
Property Trust
  • plan to invest for five years or more
  • are comfortable with moderate levels of risk for potential moderate returns
  • prefer investments in energy efficient commercial property.
Climate Advocacy Fund
  • plan to invest for seven years or more
  • are comfortable with higher levels of risk to achieve potentially higher returns
  • seek a return consistent with the broad share market
  • seek an investment working to improve climate outcomes.
Larger Companies Trust
  • plan to invest for seven years or more
  • are comfortable with higher levels of risk to achieve potentially higher returns
  • prefer investments in Australian and overseas companies.
Smaller Companies Trust
  • plan to invest for seven years or more
  • are comfortable with higher levels of risk to achieve potentially higher returns
  • prefer investments in smaller Australian companies and some overseas companies.
International Equities Trust
  • plan to invest for seven years or more
  • are comfortable with higher levels of risk to achieve potentially higher returns
  • prefer investments in overseas companies involved in smart energy technologies.
General information only

This information is general information only and does not take account of your individual investment objectives, financial situation or needs. Before acting on it, consider its appropriateness to your circumstances. Our product disclosure statement (PDS) and financial services guide (125 KB) should be considered before making an investment decision.