Launch of Emerging Companies Fund

Australian Ethical Investment Managing Director, Phil Vernon said the new Australian Ethical Emerging Companies Fund provides investors another choice to ethically invest their money in a diversified portfolio of shares in micro and small capitalisation companies.

“It leverages the deep expertise of our investment team and 20-year track record in managing small cap stocks within our Australian Shares Fund (previously the Smaller Companies Trust),” said Mr Vernon.

As with the complete suite of Australian Ethical’s managed funds, the new fund will reflect Australian Ethical’s unique investment approach which is, and has been since its inception, guided by its Ethical Charter.

Product enhancements

Australian Ethical is also making a number of changes to its products to deliver greater accessibility for investors and advisers:

Lower investment thresholds

“To allow more people to access the benefits of ethical investing, we’re lowering our minimum investment amount for our retail funds to $1,000. For those investors with a regular investment plan, they can access the retail funds for an initial investment of just $500,” said Mr Vernon.

mFunds listing

Most of Australian Ethical’s products will also soon be listed on the new mFunds platform of the ASX, providing improved access for both financial advisers and investors.

Increased wholesale range

Australian Ethical’s range of products with wholesale classes has also increased to include the International Shares Funds and the Cash Funds. 

Product alignment

Product names have been changed to create greater consistency and to better align to industry practice.

“Australian Ethical’s funds have regularly delivered top-quartile performance. Our track record shows that ethical investing is the right thing to do, and the smart thing to do,” said Mr Vernon.

“We believe these enhancements to our product suite position our investors to reap the rewards of ethical and responsible investments, and help us continue on our path of accelerated growth in this space,” said Mr Vernon.

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