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 while delivering a high conviction bias to socially responsible investments.

Benefits and risks

• Suggested minimum investment horizon - 7 to 10 years
• 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
• High risk profile

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 Subject to conditions. Please read the Information Memorandum (IM). 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.

³ On 1 August 2019, the International Equities Portfolio was transferred from a sub-account of the U Ethical Growth Portfolio into a unit trust, the U Ethical International Equities Trust (Trust). The Trust retains the same investment manager and investment strategy, and charges management cost of 0.90% p.a.

As at 30 June 2020

Past performance is not indicative of future performance.
On 1 August 2019, the International Equities Portfolio was transferred from a sub-account of the U Ethical Growth Portfolio into a unit trust, the U Ethical International Equities Trust (Trust). The Trust retains the same investment manager and investment strategy, and charges management cost of 0.90% p.a.
*Benchmark demonstrates MSCI World Ex Australia Net TR (AUD).