Individuals, Companies and Trusts (including SMSFs): online
You may be asked for IDs for verification purpose. Trusts will also need to provide certified extract of the Trust Deed, and certified ID for each individual trustee.
Associations, Co-operatives, and Partnerships: paper application
Provide the relevant FSC forms, plus certified extract of the constitution of the Association / Co-operative, and email or post the application form.
Advisers or advised investors: through platforms
These are typically used by advisers. If you don’t have an adviser, visit the Responsible Investment Association Australasia to find one.
Infrastructure Debt Fund
(Wholesale Certificate required)
Australian Ethical has appointed Infradebt Pty Ltd (‘Infradebt’) as a specialist investment manager for the Australian infrastructure debt assets of the Fund.
Infradebt is a specialist boutique fund manager focused on originating, structuring and managing private debt investments for infrastructure projects in Australia. Renowned as a key financier of renewable initiatives, the company has supported more than 50 projects nationwide.
Australian Ethical is the Trustee and Investment Manager of the Fund and is responsible for the investment strategy and ongoing investment management.
To invest in this fund, you will need to have a certified Wholesale investor status.
Altius cash & fixed interest funds
Altius Asset Management are specialists in sustainable cash and fixed interest.
Acquired by Australian Ethical in September 2024, Altius actively manage diverse portfolios of Australian and New Zealand cash and fixed interest securities, aiming to provide clients with stable income and low capital volatility.
Altius applies a comprehensive environmental, social and governance (ESG) framework to assess debt issuers and build sustainable investment portfolios for investors.
High Conviction ETF (AEAE)
ETFs can be purchased through online broking platforms such as Commsec, NAB Trade, Superhero, and Self Wealth or through a stockbroker.
Simply search the ticker code 'AEAE', check the Indicative net asset value (iNav) and place an order as you would when purchasing any other share.