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A diversified portfolio of ethically screened shares designed to provide income and long-term capital growth.
The Trust aims to achieve competitive risk adjusted returns over the medium to long term in accordance with U Ethical’s ethical investment policy and ethical investment and stewardship approach.
Outperform benchmark after fees over rolling 5-year periods
S&P/ASX 300 Accumulation Index
7 to 10 years
High
1 Jan 1986
$750.889m (as at 31 May 2025)
UGF2230AU
$500,000
Half yearly (30 June, 31 December)
Estimated up to 0.8%p.a.1
0.25% / 0.25%
Anytime by BPAY or recurring direct debit
Each business day2
Amcor
Australia & New Zealand Banking Group
Brambles
Carsales.Com
Cash
Charter Hall Group
Cleanaway Waste Management
Cochlear
Coles Group
Commonwealth Bank of Australia
Computershare
CSL
Dexus
DigiCo Infrastructure REIT
Fortescue Metals Group
Goodman Group
G.U.D Holdings
HMC Capital
InvoCare
Lynas Rare Earths
Macquarie Group
National Australia Bank
QBE Insurance
Reliance Worldwide
ResMed
Sandfire Resources
Seek
Suncorp Group
Telstra
Transurban
Wesfarmers
Westpac Banking Corporation
Woolworths
As at 31 March 2025
1 January 1986
1 January 1986
1 January 1986
1 January 1986
Past performance is not indicative of future performance. Based on exit price with distributions reinvested, and are net of all fees.
From inception to 31 October 2019, performance is that of the U Ethical Australian Equities Portfolio (the Portfolio) which includes franking credits.
Our quarterly performance reports include fund performance, an asset allocation breakdown and commentary from portfolio managers.
From ethical investing ideas to real world impact. Discover our insights on investment topics and compounding good stories.
We have been ethical investors since 1985. Our ethical investment philosophy has remained steadfast over the years.
Our investment process integrates ESG considerations with the aim of minimising investment risk and identifying opportunities.
Our Ethical Investment and Stewardship Approach details how we implement our Ethical Investment Policy.
With an experienced team and a commitment to ethical investing, U Ethical is dedicated to creating long-term value for clients.
If you would like to know more please get in touch.
You can invest with us directly by completing an online or paper application form.
For more information, please contact our Client Services Team on 1800 996 888 or email info@uethical.com
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
