U Ethical and Neighbourhood Houses Victoria

Helping organisations invest with purpose.

This website page is dated October 2021 and is provided by U Ethical (a registered business name of Uniting Ethical Investors Limited ABN 46 102 469 821 AFSL 294147) as Responsible Entity, Issuer, Administrator and Manager of the U Ethical Australian Equities Trust (the U Ethical Fund). All performance data within this page is published as at 30 June 2021. The information provided is general information only. It does not constitute financial, tax or legal advice or an offer or solicitation to subscribe for units in any fund of which U Ethical is the Manager, Administrator, Issuer, Trustee or Responsible Entity. This information has been prepared without taking account of your objectives, financial situation or needs. Before acting on the information or deciding whether to acquire or hold a product, you should consider the appropriateness of the information based on your own objectives, financial situation or needs or consult a professional adviser. You should also consider the relevant Product Disclosure Statement (PDS) or Offer Document which can be found on our website www.uethical.com or by calling us on 1800 996 888. U Ethical may receive management costs from the U Ethical Fund, see the current PDS. U Ethical, its affiliates, and associates accept no liability for any inaccurate, incomplete or omitted information of any kind or any losses caused by using this information. All investments carry risks. There can be no assurance that any U Ethical fund will achieve its targeted rate of return and no guarantee against loss resulting from an investment in any U Ethical fund. Past U Ethical Fund performance is not indicative of future performance. The U Ethical Australian Equities Trust is issued and managed by Uniting Ethical Investors Limited ABN 46 102 469 821 AFSL 294147 as Responsible Entity.

We proactively invest in:

  • Clean energy and technology

    Clean energy and technology

  • Sustainable agriculture

    Sustainable agriculture

  • Circular economy

    Circular economy

  • Employment


  • Community and education services

    Community and education services

  • Health care

    Health care

We don't invest in:

  • Fossil fuels

    Fossil fuels

  • Uranium mining and nuclear

    Uranium mining and nuclear

  • Controversial, civilian and conventional weapons

    Controversial, civilian and conventional weapons

  • Adult entertainment

    Adult entertainment

  • Gambling


  • Animal cruelty

    Animal cruelty

  • Alcohol production

    Alcohol production

  • Tobacco production

    Tobacco production

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