Our Fund

The Ethical Partners Australian Share Fund is a unit trust open to Australian based investors.

The Ethical Partners Australian Share Fund is an ethical fund open to the following with a minimum investment amount of $25,000:

  • Institutional, professional and sophisticated investors (“Qualifying investors”);
  • Retail investors. Equity Trustees Limited (EQT; ABN 46 004 031 298; AFSL 240975) is the issuer & responsible entity of the Ethical Partners Australian Share Fund – Class C. Click here for a copy of the PDS*.

When you invest your money in the Ethical Partners Australian Share Fund your investment is pooled together with other investors’ money. We use this pool to buy investments and manage those investments on behalf of all investors in the Fund. Under this structure you access the knowledge and skill of Ethical Partners Funds Management which makes investment decisions on behalf of all unit holders. The Fund aims to outperform the S&P/ASX 300 Accumulation Index over the medium to long term. The Fund has adopted a Net Zero Emissions by 2050 target.

You will be investing alongside the owners and managers of Ethical Partners Funds Management, Nathan Parkin and Matt Nacard, and their families.

INVEST NOWPerformancePORTFOLIO RATIONALE
See here for the Zenith disclaimer.

This is general information intended for licensed financial advisers only. It does not take into account any investor’s particular circumstances and is not a recommendation to make any investment or to adopt any particular investment strategy. Prospective investors should consider their circumstances and the PDS for the Ethical Partners Australian Share Fund – Class C and obtain professional financial and tax advice before making any investment decision. A copy of the PDS for the Ethical Partners Australian Share Fund – Class C is available on the EQT website. Past performance is not a reliable indicator of future performance.

*Target Market Determination (TMD)
When you obtain a copy of the PDS by clicking the link above you will also access the Ethical Partners Funds Management Target Market Determination (TMD). The TMD describes who financial products issued by Ethical Partners or its Responsible Entity are likely to be appropriate for (i.e. the target market), and any conditions around how products can be distributed to investors. It also describes the events or circumstances where the TMD for financial products may need to be reviewed.

Thank you.

The Fund is open to institutional, sophisticated and professional investors (known as “Qualifying Investors” for The Fund). If you aren’t sure whether you are a Qualifying Investor we would be happy to assist. You can email us at investors@ethicalpartners.com.au

Kind regards, The Ethical Partners Team
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