For regularly updated reports on the performance and assets of the investment trusts and superannuation strategies see the menu at left.
For performance summaries for each product see:
| Australian Ethical Investment trusts: |
Australian Ethical Superannuation: |
| Accumulation & rollover strategies: Pension strategies: |
All prices shown are expressed in Australian dollars ($AUD).
See also: Company reports for annual reporting and sustainability reports.
If you would like to receive the Australian Ethical monthly investment update (including links to performance, portfolios and management reports) by email, please enter your details in the form on the subscription page.
The information on this website is provided for general information only. Australian Ethical Investment Ltd does not warrant the accuracy, adequacy or completeness of the information contained in this website. We accept no responsibility for any decision taken on the basis of the information shown in or omitted from this website.
This website provides information only. It is not an offer or recommendation to you to buy or sell securities or other investment products, nor a solicitation for deposits or other business whether directly or indirectly, in any state, foreign country or any other jurisdiction (other than Australia) where such offering or solicitation may not lawfully be made.
Initial applications for Units in the Australian Ethical Trusts or interests in the Australian Ethical Retail Superannuation Fund can only been made on an application form attached to the current Product Disclosure Statement. Applications can only be accepted if you live in Australia or New Zealand and must be made in Australian Dollars. If you are a New Zealand investor you must also obtain a copy of the New Zealand Investment Statement (from the Product Disclosure Statements page or contact us).
