MEDIA RELEASE

19/09/2024

Australian not-for-profit ethical fund manager U Ethical is pleased to announce that its award-winning Australian Equities capability is now available on the Netwealth Platform, covering both investment and superannuation options.

The U Ethical Australian Equities Trust offers competitive returns without compromising on ethical values. As a not-for-profit fund manager with a proud legacy of ethical investing since 1985, U Ethical excludes companies that do not meet stringent ethical criteria and integrates environmental, social, and governance (ESG) factors into its investment decisions. This approach aims to reduce risk while positioning portfolios to outperform conventional benchmarks.

U Ethical Australian Equities Trust – Institutional Class addition to the Netwealth Platform follows a series of recent achievements, including an "Approved" investment grade rating from Zenith and a Silver rating from Morningstar. U Ethical’s suite of products has also earned the Sustainable Plus classification from the Responsible Investment Association Australasia (RIAA), recognising alignment with the highest standards of responsible and sustainable investing.

U Ethical has been celebrated with numerous industry awards, including Money’s Best of the Best 2023 and 2024 for Best Australian Shares ESG Fund, and the Best Responsible Investment Asset Manager at the Australian Wealth Management Awards 2024. Additionally, U Ethical secured the Financial Standard Investment Leadership Awards 2024 for Australian Equities – Active Core and Australian Equities – ESG.

"We’re thrilled to offer the Australian Equities Trust – Institutional Class to Netwealth clients," said Mathew Browning, CEO of U Ethical. "Our nearly 40-year track record demonstrates that ethical investing doesn’t have to mean compromising financial returns."

Invest with an ethical investment manager driven to perform.

Media enquiries:

Rebecca Ephraums

Marketing Manager

Rebecca.ephraums@uethical.com

Disclaimers:

U Ethical Australian Equities Trust (Institutional class) U Ethical Australian Equities Trust (Wholesale), U Ethical Australian Equities Trust (Retail), U Ethical International Equities Trust (Wholesale) and U Ethical Growth Portfolio have 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.

The Responsible Investment Certification Program provides general advice only and does not take into account any person’s objectives, financial situation, or needs. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Because of this, you should consider your own objectives, financial situation and needs and also consider the terms of any product disclosure document before making an investment decision. 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 (APIR UGF4955AU assigned 27/06/2024) 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

The Morningstar Medalist RatingTM for Fund U Ethical Australian Equities Trust - Retail Strategy is ‘Silver’ as of 31/07/2024. Sustainability Rating as of 31/07/2024. Corporate and Sovereign Sustainability Score and Investment Style as of 31/03/2024 Morningstar’s Sustainability Score incorporates Sustainalytics’ company and country-level analysis.

© 2023 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