U Ethical International Equities Trust

A high-conviction and actively managed portfolio of international equities designed to combine positive impact with competitive financial returns.


Aiming to provide income and long term capital growth with tangible positive impact


  • A high-conviction, ethically screened and actively managed portfolio of international shares
  • Targeted portfolio alignment with United Nations Sustainable Development Goals (SDG’s) and Environmental, Social and Governance (ESG) ratings
  • Half yearly distributions of net income
  • Who can invest?

    Wholesale investors

  • Minimum investment


  • Management fees

    0.90% p.a.1

  • Buy/sell spread

    0.25% / 0.25%

  • Income distributions

    Half yearly (30 June, 31 December)

  • Additional contributions

    Anytime by electronic transfer, direct debit or cheque

  • Redemptions


  • APIR code


  • Inception date

    1 August 2019

  • Fund size


1 No fees for establishment, contributions, redemptions or exit. Management fees are 0.85% p.a. and recoverable expenses are 0.05% p.a.

2 Requests received before 2:00 pm will normally be processed the following business day.