Investments in all the Australian Ethical Trusts and Superannuation strategies are selected in simultaneous pursuit of a just and sustainable society, protection of the natural environment and provision of a competitive financial return to members.

These objectives are founded upon the Australian Ethical Charter - the principles guiding the assembly of our premier portfolio of over 100 broadly based investments. The Charter combines twelve facets of corporate activity to be sought out and actively supported. This provides a positive balance to eleven facets which it lists as activities to be avoided. The Charter is incorporated into the Trusts' Constitution.

CERTIFICATION DETAILS
Certified by RIAA since: 2006


Certified products
1. Australian Ethical Balanced Trust
2. Australian Ethical Smaller Companies Trust
3. Australian Ethical Larger Companies Trust
4. Australian Ethical Income Trust
5. Australian Ethical International Equities Trust
6. Australian Ethical Property Trust

Responsible investment methodology
Click here to read the methodology used by Australian Ethical Investment to create their responsible investment products.

Stocks in the portfolio
Click on the following links to view stocks in the portfolio:
1. Balanced Trust
2. Smaller Companies Trust
3. Larger Companies Trust
4. Income Trust
5. International Equities Trust
6. Property Trust (to be updated)

Past performance
Click on the following links to view past performance:
1. Balanced Trust
2. Smaller Companies Trust
3. Larger Companies Trust
4. Income Trust
5. International Equities Trust
6. Property Trust

CONTACT DETAILS
James Thier
Executive Director
Australian Ethical Investment
GPO Box 2435, Canberra ACT 2601
Phone: 02 6201 1988
Email: jthier@austethical.com.au
Website: www.australianethical.com.au

DISCLAIMER: This information has been prepared by RIAA based on material provided by Australian Ethical Investment. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.

PAGE LAST UPDATED: 4 March 2010