Our product disclosure statements (PDSs) are available below for downloading as PDF files. Printed copies of the documents are available from Australian Ethical on request at no charge.
IMPORTANT NOTICE: Applications to invest can only be made on the forms included at the back of the product disclosure statements.
Select the Investment Trusts PDS or the Superannuation PDS and follow the contained instructions to invest, or see Easy steps to investing for further explanation.
Trusts |
Superannuation
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Australian Ethical investment trusts - Short Form PDS* New Zealand investors: |
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(PDF file 2.9MB)
Including application forms. |
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* If after reading the Short Form PDS, you do not understand any aspect of a potential investment in the Australian Ethical investment trusts, it is very important that you refer to the Product Disclosure Statement below or seek professional financial advice. Australian Ethical investment trusts Product Disclosure Statement (PDF file 0.9MB) |
** If after reading the Short Form PDS, you do not understand any aspect of a potential investment in the Australian Ethical Superannuation Fund, it is very important that you refer to the Product Disclosure Statement below or seek professional financial advice. Australian Ethical Retail Superannuation Fund Product Disclosure Statement (PDF file 1.0MB) |
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Units in the Trusts are issued by Australian Ethical Investment Ltd (ABN 47 003 188 930, Australian Financial Services Licence No. 229949). Interests in the Australian Ethical Retail Superannuation Fund are offered by Australian Ethical Investment Ltd by arrangement with its subsidiary and Trustee of the Fund, Australian Ethical Superannuation Pty Ltd (ABN 43 079 259 733, Registrable Superannuation Entity Licence No. L0001441). The registration number of the Australian Ethical Retail Superannuation Fund is R1004731. Australian Ethical Investment Ltd is licensed to deal, to offer interests in the Fund and to give advice about the Fund.
Please see our Financial Services Guide before proceeding.
