Investment Team

The U Ethical investment team is dedicated to delivering exceptional returns through rigorous analysis and strategic insights. Comprising seasoned professionals with diverse backgrounds, and committed to transparency and innovation, our team strives to build robust portfolios that align with our clients’ long-term financial objectives.

Portfolio Manager - Equities
Senior Investment Analyst – Equities
Associate Portfolio Manager, Fixed Income
Senior Investment Analyst - Equities
Chief Investment Officer
Associate Portfolio Manager, Fixed Income
Senior Responsible Investment Analyst
Stewardship Manager

The U Ethical investment team manages a range of asset classes: Australian and International equities, Fixed Income, Cash, and Multi-Asset portfolios for both wholesale and retail clients. For information on our ethical managed funds, visit our products and performance page.

Stay informed with the latest insights, articles and updates from our investment team.