Aim

To achieve competitive risk adjusted returns over the medium to long term while limiting harm and creating positive impact through the implementation of U Ethical’s ethical investment policy.

Objective

Outperform benchmark after fees over rolling 5 year periods.

Benefits and risks

• Suggested minimum investment horizon - 7 to 10 years
• A diversified ethically screened portfolio
• Twice yearly distributions of fund net income
• Exposure to an actively managed portfolio
• High-risk profile

1. No fees for establishment, contributions, redemptions or exit. Management costs apply
2. Subject to conditions. Please read Information Memorandum. Valid redemption requests received before 3.00 p.m. on a business day will be processed the next business day at the price applicable on the day of receipt of the request, subject to the Trust's liquidity.

Please note, investors will received an exit statement within 6 months of account closure

As at 31 December 2020

Past performance is not indicative of future performance. Based on exit price with distributions reinvested, and are net of all fees.
On the 1 November 2019, the U Ethical Australian Equities Portfolio (the Portfolio) was transferred to a unit trust, the U Ethical Australian Equities Trust - Wholesale (the Trust). Prior to this date performance was generated by the Portfolio. The Trust retains the same investment manager, and investment strategy. From 1 November 2019, performance is that of the Trust.
*Benchmark is ASX 300 Accum Index.

NOTE: Distributions paid prior to December 2019 were made by the U Ethical Australian Equities Portfolio. The Portfolio was converted to the Australian Equities Trust - Wholesale on 1 November 2019.