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Easy steps to investing


You can invest with Australian Ethical using these three steps:

Step 1

Read the Product Disclosure Statement for the investment trusts or superannuation strategies you are interested in, or order a printed copy free of charge.

Step 2

Fill out the application forms at the back of the Product Disclosure Statement.

You can use the following guides when completing the forms:

Step 3 

Post your application to Australian Ethical, with your cheque or completed direct debit form.
         
Australian Ethical Investment
GPO Box 2435, CANBERRA  ACT  2601		 OR   Australian Ethical Superannuation
PO Box 1916, WOLLONGONG NSW 2500

 

Further helpful information:

Choosing investment options

Australian Ethical offers a range of strategies to suit differing financial needs and objectives. Select an investment option or combination of options to suit your investment needs. 

Investment trusts:

Superannuation:

> view trusts product summary

  • Australian Ethical Balanced Trust
  • Australian Ethical Equities Trust
  • Australian Ethical Large Companies Share Trust 
  • Australian Ethical World Trust 
  • Australian Ethical Income Trust

> view super product summary

Accumulation & rollover strategies:

  • Australian Ethical Balanced Strategy
  • Australian Ethical Equities Strategy
  • Australian Ethical Large Companies Share Strategy
  • Australian Ethical World Strategy
  • Australian Ethical Income Strategy

Pension strategies:

  • Australian Ethical Balanced Pension Strategy
  • Australian Ethical Equities Pension Strategy
  • Australian Ethical Large Companies Share Pension Strategy
  • Australian Ethical World Pension Strategy
  • Australian Ethical Income Pension Strategy

Deciding your investment goals

Identify your investment goals and risk/return profile by considering:

If you are unable to download or print the PDS from our website, please contact us to have an application mailed to you.

General information only

Please be aware that this website provides you with general information only. Nothing contained in this website takes into account your personal investment objectives, financial situation or needs and, because of this, you should consider the appropriateness of the contents to your circumstances before making an investment decision. You should consider seeking independent advice from an accredited financial adviser before deciding whether to acquire, or continue to hold, units in the trusts or interests in the fund. You should also obtain a copy of our current Product Disclosure Statements.