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Australian Ethical Diversified Shares Fund Wholesale (0P0000V5OS)

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3.976 +0.060    +1.58%
23/12 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 625.35M
Type:  Fund
Market:  Australia
Issuer:  Australian Ethical
ISIN:  AU60AUG00192 
Asset Class:  Equity
Australian Ethical Diversified Shares Fund Wholesa 3.976 +0.060 +1.58%

0P0000V5OS Overview

 
On this page you'll find an in-depth profile of Australian Ethical Diversified Shares Fund Wholesale. Learn about the key management, total assets, investment strategy and contact information of 0P0000V5OS among other information.
Category

Multisector Aggressive

Total Assets

625.35M

Expenses

Inception Date

Jan 23, 2012

Investment Strategy

The opportunity to invest in a diversified share portfolio of Australian and international companies on the basis of their social, environmental and financial credentials. Generally, all Australian investments will have a market capitalisation greater than the 200th ranked stock listed on the ASX or has a market capitalisation greater than $1bn. The Fund has a low level of turnover and aims to be fully invested at all times.

Contact Information

Address GPO Box 2435
Canberra,ACT 2601
Australia
Phone 1800 021 227

Top Executives

Name Title Since Until
Mark Williams - 2023 Now
Biography Joined in March 2016. Mark has over 11 years experience as a sell-side analyst covering transport, infrastructure and consumer staples, most recently with Morgans Financial Ltd. Mark received an MBA from the AGSM in 2006 and also holds a Bachelor of Business Administration from Baylor University, Texas, USA.
Ray Gin - 2017 2023
Biography Ray joined in December 2012. Ray has over 31 years experience researching Australian equities. Most recently Ray was a Senior Analyst at ING Investment Management. Prior to that he was at Deutsche Bank heading up the Industrial and Consumers sector research on the sell-side.
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