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Socially Responsible Investments

At Freedom of Choice, we think it is important to allow you to invest the way you want.  For some of our clients, we know that investing in companies that are socially responsible is important.  That is why we offer a wide selection of Socially Responsible Investment (SRI) options for you to choose.

Responsible investment is an umbrella term to describe an investment process which takes environment, social, ethical or governance considerations into account. This process complements (or is incorporated into) the usual fundamental investment selection and management process.

Diversified Funds

Conservative
RFA0811AUBT Sustainable Conservative FundPDS
Balanced
AUG0001AUAustralian Ethical Balanced TrustPDS
ETL5785AUGlobal Ethical FundPDS
Growth
AMP0452AUResponsible Investment Leaders Balanced Fund - Class APDS

 

Sector Funds

Australian Shares
HOW0121AUAlphinity Wholesale Socially Responsible Share FundPDS
AMP0449AUAMP Capital Sustainable Share Fund - Class APDS
AUG0020AUAustralian Ethical Advocacy FundPDS
AUG0019AUAustralian Ethical Larger Companies TrustPDS
RFA0025AUBT Wholesale Ethical Share FundPDS
HHA0001AUHunter Hall Australian Value TrustPDS
PER0116AUPerpetual Wholesale Ethical SRI FundPDS
Australian Shares Emerging
AUG0018AUAustralian Ethical Smaller Companies TrustPDS
International Shares
FSF0908AUGeneration Wholesale Global Share FundPDS
HHA0002AUHunter Hall Global Equities TrustPDS
HOW0002AUHunter Hall Value Growth TrustPDS
AMP0455AUResponsible Investment Leaders International Share Fund - Class APDS

 

For more information about each of the investment options, please refer to the Fund Information documents or relevant PDS.

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  • PO Box 3528, Tingalpa DC QLD 4173
  • 1800 806 013
  • enquiries@freedomofchoice.com.au