U Ethical Australian Equities Trust Wholesale

Product Name

U Ethical Australian Equities Trust Wholesale


U Ethical




Fund or Trust


Wholesale, Institutional

Certified Since


Asset Classes

Australian only equities



Investment Approaches

Negative Screening, Positive Screening

It Includes:

  • Riaa icons 14 Education
  • Riaa icons 32 Green property
  • Riaa icons 12 Healthcare and medical products
  • Riaa icons 10 Renewable energy and energy efficiency
  • Riaa icons 15 Social and sustainable infrastructure
  • Investment2 More sustainable companies

It has some level of screening for:

  • Riaa icons 41 Alcohol
  • Riaa icons 56 Animal cruelty
  • Riaa icons 36 Armaments
  • Riaa icons 33 Fossil fuels
  • Riaa icons 42 Gambling
  • Riaa icons 99 Pornography
  • Riaa icons 35 Tobacco

It fully excludes:


    The U Ethical Australian Equities Portfolio is designed for tax concession charities and is invested primarily in Australian equities and listed property trusts, according to socially responsible and ethical investment principles. The cash component held for liquidity purposes is invested in the U Ethical Enhanced Cash Portfolio which holds cash and fixed interest securities.


    We ensure that all investment decisions are in keeping with our vision and that they promote careful financial stewardship. This is achieved through the application of positive and negative screens, and engagement with companies, together with a focus on competitive economic returns and sustainability. 
    The Ethical Investment Policy contains a negative screen which restricts investment in securities with a material exposure to the following excluded activities: armaments, uranium, gambling, animal cruelty, alcohol production, tobacco manufacturing, pornography, fossil fuel exploration and extraction. We do apply a 5% threshold, where we will consider investing in a company if the excluded activity amounts to less than 5% of revenue and we feel the positive aspects of the company outweigh the negative. 
    U Ethical Funds Management will also not invest in companies whose products, services and practices cause or perpetuate injustice and suffering, infringe human rights, cause unacceptable damage to the natural environment, have unacceptable environmental management practices, support oppressive regimes, or have unacceptable occupational health and safety practices. 
    The Positive Screen applied ensures that at least 10% of the fund is directed towards activities which have a positive effect on either society or the environment. This includes: clean energy, sustainable agriculture, recycling, employment, health care, education and community services. 

    Other products certified by the Responsible Investment Association Australasia (RIAA)

    U Ethical Australian Equities Trust (Retail)

    U Ethical Enhanced Cash Portfolio

    U Ethical Growth Portfolio

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