Our Fund

The Ethical Partners Australian Share Fund is a unit trust open to institutional, professional and sophisticated investors.

The Ethical Partners Australian Share Fund is an ethical fund open to institutional, professional and sophisticated investors (“Qualifying investors”) with a minimum investment amount of $25,000. 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.

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

Final distribution

The final distribution for the financial year ending 30 June, 2019, for those investors that have elected to receive a cash distribution, is expected to be finalised and approved by 10 July, 2019 with statements issued 11 July, 2019. Payment will be made into nominated bank accounts shortly thereafter.

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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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Our Fund
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