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.
| Conservative | ||
|---|---|---|
| RFA0811AU | BT Sustainable Conservative Fund | PDS |
| Balanced | ||
|---|---|---|
| AUG0001AU | Australian Ethical Balanced Trust | PDS |
| ETL5785AU | Global Ethical Fund | PDS |
| Growth | ||
|---|---|---|
| AMP0452AU | Responsible Investment Leaders Balanced Fund - Class A | PDS |
| Australian Shares | ||
|---|---|---|
| HOW0121AU | Alphinity Wholesale Socially Responsible Share Fund | PDS |
| AMP0449AU | AMP Capital Sustainable Share Fund - Class A | PDS |
| AUG0020AU | Australian Ethical Advocacy Fund | PDS |
| AUG0019AU | Australian Ethical Larger Companies Trust | PDS |
| RFA0025AU | BT Wholesale Ethical Share Fund | PDS |
| HHA0001AU | Hunter Hall Australian Value Trust | PDS |
| PER0116AU | Perpetual Wholesale Ethical SRI Fund | PDS |
| Australian Shares Emerging | ||
|---|---|---|
| AUG0018AU | Australian Ethical Smaller Companies Trust | PDS |
| International Shares | ||
|---|---|---|
| FSF0908AU | Generation Wholesale Global Share Fund | PDS |
| HHA0002AU | Hunter Hall Global Equities Trust | PDS |
| HOW0002AU | Hunter Hall Value Growth Trust | PDS |
| AMP0455AU | Responsible Investment Leaders International Share Fund - Class A | PDS |
For more information about each of the investment options, please refer to the Fund Information documents or relevant PDS.
