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A pioneer in ethical investing
As Australia’s first not-for-profit ethical fund manager, we’re proud to have played a role in the growth of responsible investing since our beginnings.
Proven performance:
Backed by decades of experience, our flagship Australian Equities Trusts have delivered long-term competitive returns while staying true to our ethical values.
Support for advisers:
From research to client-friendly materials, we provide the information you need to discuss ethical investing with your clients.
Alignment of client values:
Our investments resonate with clients seeking alignment with their personal values—seeking to avoid harm, improve positive impact, and deliver good risk adjusted outcomes.
As a B Corp-certified not-for-profit, our operating surplus supports community initiatives.
Importantly, our funds aren’t just for ethical investors; they’re for anyone seeking strong, risk-adjusted Australian Equity returns from a trusted partner.
With four decades of experience, U Ethical manages more than $1.5 billion in assets across more than 3,000 client accounts, serving financial advisers, foundations, universities, superannuation funds and private health insurers.
U Ethical’s Australian Equity strategies have earned numerous industry awards for delivering long term ethical risk adjusted returns.
Rated by leading research houses for both investment and sustainability capabilities.
We engage directly with companies through proxy voting and corporate engagement, promoting ethical practices that improve outcomes for both society and the environment.
Learn more about our Australian Equities portfolios and how to invest
A closer look at risk, valuation and long-term returns. Discover why we are standing firm with an underweight position in Commonwealth Bank of Australia, despite its market dominance.
Our long-standing investment process, focused on ESG integration and sustainability, evolves to meet market dynamics, ensuring clients achieve competitive returns while investing ethically.
U Ethical’s investment solutions are available on leading platforms including BT Panorama, HUB24, Netwealth, and Praemium, offering financial advisers easy access to purpose-driven investment options.
With an experienced team and a commitment to ethical investing, U Ethical is dedicated to creating long-term value for clients.
Subject to a materiality threshold of >5% of revenue or earnings. *Please refer to our Ethical Investment Policy for definitions
The information provided is general information only. Before acquiring a U Ethical product, you should read the disclosure document(s) for the product and seek independent advice to ensure it is appropriate for your particular objectives, financial situation and needs.
The disclosure documents are available from this website and contain details of the issuer of each product. U Ethical is a registered business name of Uniting Ethical Investors Limited ABN 46 102 469 821 AFSL 294147.
We acknowledge Aboriginal and Torres Strait Islander peoples as the traditional owners and original custodians of the lands and waters on which we all live and work. We pay our respects to Elders past and present.
©2024 Uniting Ethical Investors Limited
