Expression of Interest

InvestSMART Ethical Share Fund (Managed Fund)

The easiest, most cost-effective way to access sustainable and ethical investments – without the usual high fees.

We are looking to launch Australia’s first Ethical Active ETF, the InvestSMART Ethical Share Fund.

The InvestSMART  Ethical Share Fund is an Active ETF designed for investors seeking a diversified selection of Australian companies that are sustainable and ethical – without the usual high fees.

The Fund will invest in undervalued companies with strong long term capital growth prospects that demonstrate ethical practices. It will avoid exposure to companies with material activities which we consider to negatively impact the environment or society.

Register your interest

Receive timely updates about this new opportunity as they become available

Hear from Portfolio Manager, Nathan Bell

Nathan explains why we're launching an Ethical Fund, his investment process and the Fund’s structure. Watch the video to find out more about the InvestSMART Ethical Share Fund (Managed Fund)

Read more about the Fund

Why we're looking to launch an Ethical Fund
Portfolio Manager, Nathan Bell explains what ethical investing actually means and why it pays off.
Read More
Ethical investing doesn't mean a lack of choice
Portfolio Manager Nathan Bell explains why the portfolio won't be starved of good investment ideas.
Read More


Meet the people behind your investments

 

Paul Clitheroe

Chairman

Paul Clitheroe

Ron Hodge

Managing Director

Ron Hodge

Alan Kohler

Editor-in-Chief

Alan Kohler

Alastair Davidson

Head of Funds Management

Alastair Davidson

Nathan Bell

Portfolio Manager

Nathan Bell

InvestSMART, in its capacity as Responsible Entity, has applied for trading on ASX Trade under AQUA Rules for the InvestSMART Ethical Share Fund (Managed Fund) through the ASX code: INES. InvestSMART cannot guarantee that the ASX will proceed with the listing of this fund. If ASX approval is granted, InvestSMART, in its discretion, may choose not to proceed with the listing of INES during the initial offer. Before deciding to make an investment, please ensure that you read the Product Disclosure Statement once this is made available.