Product Name |
U Ethical Australian Equities Trust (Retail) |
Issuer |
U Ethical |
Category |
Investment |
Type |
Fund or Trust |
Target |
Retail |
Certified Since |
2004 |
Asset Classes |
Australian only equities |
Markets |
Australia |
Investment Approaches |
Negative Screening, Positive Screening |
It Includes: |
|
It has some level of screening for: |
|
It fully excludes: |
|
Broker | Responsible Returns |
URL | https://www.responsiblereturns.com.au/investment-options/u-ethical-australian-equities-trust-retail/profile |
Overview
The U Ethical Australian Equities Trust aims to provide moderate tax effective income and long term capital growth by investing in listed Australian equities according to socially responsible and ethical principles. It gains its exposure to cash and fixed interest securities by investing in the U Ethical Enhanced Cash Portfolio.
Description