MEDIA RELEASE
20/02/2025
U Ethical, a pioneer in ethical investing since 1985, is proud to announce that its flagship Australian Equities strategy is now accessible to advisers via BT Panorama for investments and superannuation.
This milestone reflects U Ethical’s commitment to delivering competitive returns alongside positive environmental, social, and governance (ESG) outcomes. With the original trust delivering a first-quartile track record over the past 15 years*, the fund demonstrates that strong ESG values can coexist with competitive performance.
The strategy’s focus on large-cap, high-quality companies with strong ESG credentials has proven to have long-term resilience across market cycles, offering advisers and investors an opportunity to align their values with their financial goals.
“We are delighted to bring the U Ethical Australian Equities Trust to the BT Panorama platform” said Mathew Browning, CEO at U Ethical. “This partnership enables us to provide more advisers with access to a fund that not only delivers strong performance but also prioritises sustainability and ethical investment principles.”
As a not-for-profit social enterprise, U Ethical directs its operating surplus to the Uniting Church in Victoria and Tasmania, which supports a range of impactful community programs. This approach, which U Ethical call “compounding good,” captures the concept that the positive impact of investments extends beyond financial returns.
Advisers can now access the U Ethical Australian Equities Trust on BT Panorama, supporting clients who seek competitive, risk-adjusted returns without compromising on their values.
For further information, please contact:
Erica Hall
Director – Strategy & Distribution
Erica.Hall@uethical.com
Important Information for Investors
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The U Ethical Australian Equities – Wholesale Trust is used as a proxy to illustrate the long-term performance of the underlying strategy. However, past performance is not a reliable indicator of future performance.
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The U Ethical Australian Equities – Institutional Trust is offered under a Product Disclosure Statement (PDS). Investors are encouraged to carefully read the PDS and consider the associated risks, fees, and terms before making any investment decision.
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Differences in legal structures and operational arrangements may result in variations in performance or outcomes between the two funds. All investments carry risks.
*Performance quartile rating for U Ethical Australian Equities – Wholesale strategy is provided by Morningstar as of 31/12/2024. The rating covers trailing total returns relative to the Australia Fund Equity Large Blend category.
This information is provided by Uniting Ethical Investors Limited (a registered business name of Uniting Ethical Investors Limited ABN 46 102 469 821 AFSL 294147) in relation to the U Ethical Australian Equities Trust – Wholesale and U Ethical Trust – Institutional. U Ethical is the Manager, Administrator, Issuer, Trustee and Responsible Entity for these funds.
This release is for general informational purposes only and does not constitute an offer, invitation, or recommendation to invest. Prospective investors should consult the PDS and seek professional advice to ensure the U Ethical Australian Equities – Institutional Trust aligns with their financial goals, objectives, and personal circumstances.
