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A pioneer in ethical investing
As Australia’s first not-for-profit ethical fund manager, we’re proud to have played a role in the growth of responsible investing since our beginnings.
Proven performance:
Backed by decades of experience, our flagship Australian Equities Trusts have delivered long-term competitive returns while staying true to our ethical values.
Support for advisers:
From research to client-friendly materials, we provide the information you need to discuss ethical investing with your clients.
Alignment of client values:
Our investments resonate with clients seeking alignment with their personal values—seeking to avoid harm, improve positive impact, and deliver good risk adjusted outcomes.
As a B Corp-certified not-for-profit, our operating surplus supports community initiatives.
Importantly, our funds aren’t just for ethical investors; they’re for anyone seeking strong, risk-adjusted Australian Equity returns from a trusted partner.
With over three decades of experience, U Ethical manages more than $1.4 billion in assets across more than 3,000 client accounts, serving financial advisers, foundations, universities, superannuation funds and private health insurers.
U Ethical’s Australian Equity strategies have earned numerous industry awards for delivering long term ethical risk adjusted returns.
Rated by leading research houses for both investment and sustainability capabilities.
We engage directly with companies through proxy voting and corporate engagement, promoting ethical practices that improve outcomes for both society and the environment.
Our long-standing investment process, focused on ESG integration and sustainability, evolves to meet market dynamics, ensuring clients achieve competitive returns while investing ethically.
U Ethical’s investment solutions are available on leading platforms including HUB24, Netwealth, and Praemium, offering financial advisers easy access to purpose-driven investment options.
With an experienced team and a commitment to ethical investing, U Ethical is dedicated to creating long-term value for clients.
Subject to a materiality threshold of >5% of revenue or earnings. *Please refer to our Ethical Investment Policy for definitions
U Ethical Australian Equities Trust (Wholesale), U Ethical Australian Equities Trust – Institutional, U Ethical Australian Equities Trust (Retail), U Ethical International Equities Trust (Wholesale) and the U Ethical Growth Portfolio has been certified and classified by the Responsible Investment Association Australasia according to the operational and disclosure practices required under the Responsible Investment Certification Program. See www.responsiblereturns.com.au and RIAA’s Financial Services Guide for details.
RIAA’s Certification Symbol signifies that U Ethical offers responsible investment products; has undertaken continuing professional development on responsible investment; and conducts inquiries regarding client concerns about environmental social, governance or ethical issues. The Symbol also signifies that U Ethical has adopted the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Investment Management Service. U Ethical is assessed against Responsible Investment Standard and Assessment Note- Sustainability Classifications. The classification signifies the degree to which sustainability is a consideration and binding investment criteria. There may be material differences between the definition and methodology of RIAA’s classification system and the way the terms ‘Responsible’/’Sustainable’/’Sustainable Plus’ are used by the product. Detailed information about RIAA, the Symbol and U Ethical can be found at www.responsiblereturns.com.au and in RIAA’s Financial Services Guide, together with details about other responsible investment products and services certified by RIAA.1
Because of this, you should consider your own objectives, financial situation and if the advice relates to the acquisition, or possible acquisition, of a particular financial product. Certifications are current for 24 months and subject to change at any time.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned 27th June 2024) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.
U Ethical Australian Equities Tr – Institutional received a Morningstar Medalist RatingTM of Silver as of 30/11/2024 © 2024 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This report or data has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or New Zealand wholesale clients of Morningstar Research Ltd, subsidiaries of Morningstar, Inc. Any general advice has been provided without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide at www.morningstar.com.au/s/ fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Morningstar’s publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Morningstar’s full research reports are the source of any Morningstar Ratings and are available from Morningstar or your adviser. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a financial adviser
U Ethical Australian Equities Tr – Wholesale received a Morningstar Medalist RatingTM of Silver as of 30/11/2024
© 2024 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This report or data has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or New Zealand wholesale clients of Morningstar Research Ltd, subsidiaries of Morningstar, Inc. Any general advice has been provided without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide at www.morningstar.com.au/s/ fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Morningstar’s publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Morningstar’s full research reports are the source of any Morningstar Ratings and are available from Morningstar or your adviser. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a financial adviser
The information provided is general information only. Before acquiring a U Ethical product, you should read the disclosure document(s) for the product and seek independent advice to ensure it is appropriate for your particular objectives, financial situation and needs.
The disclosure documents are available from this website and contain details of the issuer of each product. U Ethical is a registered business name of Uniting Ethical Investors Limited ABN 46 102 469 821 AFSL 294147.
We acknowledge Aboriginal and Torres Strait Islander peoples as the traditional owners and original custodians of the lands and waters on which we all live and work. We pay our respects to Elders past and present.
©2024 Uniting Ethical Investors Limited
