U Ethical

U Ethical is an investment manager with a difference. We believe in creating a better world by investing with purpose—today and into the future.

Our first funds were established in 1985 and over recent years we have grown steadily to become one of the largest ethical investment managers in Australia with over $1 billion under management. We are an autonomous social enterprise of the Uniting Church with an independent board.

We have developed a reputation for our unwavering commitment to ethics-driven performance. Our ethical authenticity is central to who we are not just what we do. We aim to provide our clients with competitive returns. And as a social enterprise, we grant the majority of our operating surplus to social justice advocacy and community programs.

We are one of only a few investment businesses in Australia to have been certified as a B Corporation, which verifies that we meet the highest standards of social and environmental performance, transparency and accountability. From institutions to individuals, our clients partner with us because we adopt bold positions on important ethical matters. We don’t shy away from holding companies to account on controversial issues.

These are the products from this organisation that have been certified by the Responsible Investment Association Australasia (RIAA)

U Ethical Australian Equities Trust - Retail

U Ethical Australian Equities Trust - Wholesale

U Ethical Growth Portfolio

U Ethical International Equities Trust - Wholesale

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