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Responsible Investment Leaders are among the highest-scoring investment managers assessed by RIAA. This acknowledges their leadership in responsible investment commitment, ESG integration, stewardship and transparency.

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U Ethical is an investment specialist for charities and not-for-profits. We believe in creating a better world by investing with purpose—today and into the future. Our first funds were established in 1985 and over recent years we have grown steadily to become one of the largest ethical investment managers in Australia with over $1 billion under management. We have developed a reputation for our unwavering commitment to ethics-driven performance. Our ethical authenticity is central to who we are not just what we do. We aim to provide our clients with competitive returns. And as a social enterprise, we grant the majority of our operating surplus to social justice advocacy and community programs. We are one of only a few investment businesses in Australia to have been certified as a B Corporation. Our clients partner with us because we adopt bold positions on important ethical matters. We don’t shy away from holding companies to account on controversial issues. It’s what we call investing with purpose.

We, the Responsible Investment Association Australasia, don't earn any commission from providers or products you switch to.

Organisation

Company number

  • 102469821

Services offered

Certified products

  • U Ethical International Equities Trust U Ethical Growth Portfolio U Ethical Australian Equities Trust (Wholesale and Retail) U Ethical Australian Equities Trust-Institutional

Approved products

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.