Meta tags:
description=Investing with purpose since 1985 · U Ethical is Australia s first not-for-profit ethical fund manager · Award-winning fund · Australian equities;

Headings (most frequently used words):

ethical, the, we, to, our, of, in, investing, for, investment, driven, perform, fund, manager, how, recognition, investors, way, and, latest, news, not, profit, their, compounding, good, better, do, more, give, invest, wealth, experience, re, uniquely, an, only, find, out, investments, are, performing, what, is, dedication, purpose, approach, performance, community, awards, disclaimers, ve, always, had, clear, vision, wanted, manage, money, 1985, took, bold, step, created, australia, first, clients, include, cross, section, who, see, as, means, aligning, capital, with, values, subscribe, receive,

Text of the page (most frequently used words):
and (153), the (97), our (78), ethical (62), for (35), #investment (33), are (33), team (20), financial (18), board (18), investors (17), information (17), any (17), that (16), product (14), responsible (14), community (14), with (14), reconciliation (14), documents (13), impact (12), not (12), about (10), performance (10), riaa (10), through (10), including (10), governance (10), msci (10), values (10), diversity (10), more (10), which (9), social (9), management (9), clients (9), better (9), all (8), can (8), australian (8), communities (8), investing (8), executive (8), products (7), approach (7), aboriginal (7), torres (7), strait (7), islander (7), from (7), this (7), advice (7), may (7), fund (7), under (7), has (7), where (7), zenith (7), take (7), initiatives (7), commitment (7), directors (7), people (7), believe (7), uniting (6), important (6), forms (6), disclosure (6), only (6), should (6), independent (6), needs (6), environmental (6), profit (6), between (6), issues (6), services (6), trust (6), its (6), non (6), how (6), learning (6), progress (6), gender (6), insights (5), advisers (5), peoples (5), work (5), business (5), general (5), objectives (5), situation (5), action (5), certified (5), been (5), meet (5), their (5), make (5), into (5), certification (5), provides (5), returns (5), also (5), way (5), they (5), leadership (5), corporate (5), these (5), while (5), equity (5), media (4), home (4), available (4), details (4), each (4), industry (4), assessment (4), score (4), since (4), used (4), other (4), without (4), sell (4), funds (4), individual (4), change (4), making (4), symbol (4), practices (4), equities (4), see (4), diverse (4), justice (4), church (4), panel (4), well (4), director (4), structure (4), sets (4), process (4), rap (4), learn (4), outcomes (4), authenticity (4), one (4), contribute (4), inclusion (4), targets (4), organisation (4), identity (4), creating (4), term (4), driven (4), limited (3), notice (3), contact (3), live (3), before (3), ensure (3), particular (3), investor (3), across (3), full (3), overall (3), have (3), what (3), research (3), internal (3), nor (3), buy (3), future (3), securities (3), risk (3), party (3), profits (3), wholesale (3), markets (3), hold (3), consider (3), manager (3), compliance (3), licence (3), program (3), signifies (3), development (3), client (3), standard (3), growth (3), institutional (3), grants (3), individuals (3), australians (3), investments (3), nine (3), understand (3), drive (3), members (3), committed (3), reconcilliation (3), aim (3), out (3), bold (3), serving (3), competitive (3), planet (3), culture (3), female (3), employ (3), experience (3), success (3), 000 (3), long (3), perform (3), good (3), 1800 (2), 996 (2), 888 (2), lodge (2), complaint (2), original (2), past (2), website (2), issuer (2), abn (2), provided (2), you (2), document (2), seek (2), your (2), latest (2), news (2), working (2), association (2), australasia (2), environment (2), businesses (2), who (2), currently (2), corporation (2), corporations (2), purpose (2), certain (2), herein (2), esg (2), together (2), use (2), prior (2), does (2), offer (2), recommendation (2), strategy (2), index (2), indication (2), based (2), liability (2), damages (2), regulatory (2), account (2), subject (2), time (2), decision (2), own (2), assessments (2), regarding (2), methodology (2), because (2), acquisition (2), person (2), operational (2), required (2), sustainability (2), classification (2), criteria (2), sustainable (2), www (2), responsiblereturns (2), com (2), guide (2), recognition (2), support (2), advocacy (2), engagement (2), deep (2), wide (2), projects (2), strong (2), holder (2), regulated (2), commission (2), engages (2), advisory (2), experts (2), input (2), considerations (2), contributing (2), thought (2), constitution (2), comprising (2), six (2), chair (2), includes (2), three (2), committees (2), audit (2), nominations (2), operates (2), charter (2), autonomous (2), enterprise (2), high (2), composition (2), essential (2), effectiveness (2), implementing (2), reflect (2), hope (2), thoughtful (2), importantly (2), passionate (2), began (2), reflection (2), pursuing (2), number (2), gauge (2), interest (2), guided (2), wishes (2), real (2), world (2), align (2), closely (2), authentic (2), conversations (2), listening (2), ability (2), play (2), developing (2), embedded (2), indigenous (2), issue (2), leading (2), determined (2), meaningful (2), advance (2), plan (2), positions (2), advocate (2), those (2), need (2), focused (2), kinds (2), whether (2), big (2), small (2), deliver (2), doing (2), right (2), thing (2), supported (2), policy (2), male (2), flexible (2), opportunities (2), background (2), endeavour (2), maintain (2), workplace (2), feel (2), safe (2), respected (2), engaged (2), valued (2), sense (2), belonging (2), empowered (2), fully (2), inclusive (2), welcome (2), cultural (2), race (2), ethnicity (2), religious (2), beliefs (2), age (2), sexual (2), orientation (2), family (2), relationship (2), status (2), disability (2), neurodiversity (2), education (2), styles (2), personality (2), type (2), socio (2), economic (2), believes (2), fundamental (2), core (2), reflected (2), hiring (2), whereby (2), strive (2), variety (2), attributes (2), experiences (2), perspectives (2), ideas (2), skills (2), than (2), 1995 (2), million (2), over (2), companies (2), inefficiencies (2), award (2), winning (2), mission (2), formula (2), powerful (2), give (2), 1985 (2), australia (2), ethics (2), policies (2), 2025, linkedin, melbourne, vic, 3000, level, 130, lonsdale, street, acknowledge, traditional, owners, custodians, lands, waters, pay, respects, elders, present, contain, registered, name, 102, 469, 821, afsl, 294147, acquiring, read, appropriate, submit, email, subscribe, receive, banking, finance, oath, climate, 100, united, nations, principles, unpri, human, rights, group, participate, socially, membership, bodies, representations, most, recent, become, company, must, least, points, five, areas, workers, customers, median, ordinary, complete, breakdown, here, 138, earned, 2018, highest, standards, public, transparency, legal, accountability, balance, contained, sourced, copyright, inc, llc, affiliates, providers, parties, calculate, scores, signals, indicators, reproduced, disseminated, whole, part, written, permission, constitute, promotion, security, instrument, trading, taken, guarantee, some, linked, indexes, compensated, assets, measures, established, barrier, none, itself, determine, when, them, user, assumes, entire, permit, made, warrants, guarantees, originality, accuracy, completeness, expressly, disclaims, express, implied, warranties, shall, errors, omissions, connection, direct, indirect, special, punitive, consequential, lost, even, notified, possibility, such, june, 2026, guidelines, referred, piece, s766b, act, 2001, prepared, taking, target, applicable, specific, purchase, relevant, appropriateness, light, obtain, copy, pds, refer, usually, charges, related, conduct, ratings, definitions, 103, 132, 672, afs, 226872, rating, assigned, partners, relates, possible, certifications, current, months, neither, recommends, suitable, guaranteed, offers, undertaken, continuing, professional, conducts, inquiries, concerns, adopted, category, service, assessed, against, note, classifications, degree, consideration, binding, there, material, differences, definition, system, terms, plus, detailed, found, retail, international, portfolio, classified, according, disclaimers, awards, indirectly, help, range, impactful, mental, health, meals, programs, addressing, domestic, violence, among, others, broader, agencies, vulnerable, helps, thousands, every, day, annual, financed, operating, surplus, takes, advantage, reach, supporting, although, viewpoints, unified, include, cross, section, means, aligning, capital, eight, continue, engage, universities, seeking, graduates, interns, interested, accounts, institutions, charities, organisations, growing, billion, philosophy, remained, steadfast, years, pride, having, delivered, results, staying, true, stewardship, central, active, divestment, principled, stances, key, accountable, actions, delivering, compromising, excluding, fail, integrating, factors, decisions, reduce, risks, position, portfolios, outperform, conventional, benchmarks, inherently, cyclical, but, underlying, fundamentals, asset, class, short, common, disciplined, allows, turn, fast, forward, today, grown, powerhouse, 4bn, contributed, proving, just, words, reality, simple, yet, generate, supports, were, back, generations, always, had, clear, vision, wanted, manage, money, took, step, created, first, dedication, find, performing, tried, tested, uniquely, now, leader, invest, wealth, compounding, menu, login, skip, content, managed,

Text of the page (random words):
g or small our clients trust us to deliver competitive returns while doing the right thing by communities and the planet we aim to live out our values of authenticity progress and impact in the way we work and contribute to our community as well as for our clients we take bold positions on important issues and we advocate for those in need reconcilliation at u ethical we believe reconciliation between aboriginal and torres strait islander peoples and non indigenous people s is an important ethical issue for all australians as a leading ethical investor we are determined to take meaningful action to advance reconciliation through our development of and commitment to our reconciliation action plan at u ethical we are committed to our values of authenticity progress and impact we believe that these values align closely with a commitment to reconciliation one where we make progress through authentic conversations listening and learning and making change we believe in our ability to make an impact on the communities in which we work and play we are developing a rap to ensure that reconciliation is embedded in our growth and impact on our community through the process of implementing our reflect rap we hope to learn and understand how we can be more thoughtful investors and how we can drive better outcomes for aboriginal and torres strait islander peoples and communities importantly our team members are also passionate about reconciliation we began the process of reflection and learning by pursuing a number of internal initiatives to gauge interest and to learn more guided by our values our team wishes to see real world impact from our reconciliation initiatives corporate governance we are an autonomous social enterprise of the uniting church with an independent board the board of directors sets a high standard for the governance of u ethical the structure composition and diversity of the board are essential to its effectiveness u ethical s constitution provides for a board comprising between six and nine directors including a non executive chair and an executive director its governance structure includes three board committees audit risk and compliance investment and people and nominations each of which operates under a charter u ethical also engages an ethical advisory panel including independent experts on environmental and social justice issues the panel provides input on ethical considerations as well as contributing to thought leadership u ethical is an australian financial services licence holder regulated by the australian securities and investments commission the u ethical way our team u ethical believes that diversity equity and inclusion are fundamental to creating a better business and core to creating better business outcomes this is reflected in our hiring practices whereby we strive to employ a diverse team with a variety of attributes experiences perspectives ideas and skills as an inclusive organisation we welcome diversity across cultural identity race ethnicity religious beliefs age gender gender identity sexual orientation family relationship status disability neurodiversity education learning styles personality type and socio economic background we endeavour to maintain a workplace in which all individuals feel safe respected engaged and valued where they experience a sense of belonging and where they are empowered to contribute fully to u ethical s success our team of 24 is supported by a board of eight non executive directors and one executive director our diversity equity and inclusion policy sets targets for gender diversity of 50 female 50 male and 20 flexible our board management team and overall organisation meet these targets with 50 female or more while we do not currently employ any aboriginal and or torres strait islander team members we continue to engage with australian universities seeking opportunities to meet aboriginal and torres strait islander graduates or interns that are interested in working in the responsible investment industry board of directors leadership team our culture at u ethical we are focused on serving the needs of all kinds of investors from corporate and institutional to not for profits to individual clients whether big or small our clients trust us to deliver competitive returns while doing the right thing by communities and the planet we aim to live out our values of authenticity progress and impact in the way we work and contribute to our community as well as for our clients we take bold positions on important issues and we advocate for those in need reconcilliation at u ethical we believe reconciliation between aboriginal and torres strait islander peoples and non indigenous people s is an important ethical issue for all australians as a leading ethical investor we are determined to take meaningful action to advance reconciliation through our development of and commitment to our reconciliation action plan at u ethical we are committed to our values of authenticity progress and impact we believe that these values align closely with a commitment to reconciliation one where we make progress through authentic conversations listening and learning and making change we believe in our ability to make an impact on the communities in which we work and play we are developing a rap to ensure that reconciliation is embedded in our growth and impact on our community through the process of implementing our reflect rap we hope to learn and understand how we can be more thoughtful investors and how we can drive better outcomes for aboriginal and torres strait islander peoples and communities importantly our team members are also passionate about reconciliation we began the process of reflection and learning by pursuing a number of internal initiatives to gauge interest and to learn more guided by our values our team wishes to see real world impact from our reconciliation initiatives corporate governance we are an autonomous social enterprise of the uniting church with an independent board the board of directors sets a high standard for the governance of u ethical the structure composition and diversity of the board are essential to its effectiveness u ethical s constitution provides for a board comprising between six and nine directors including a non executive chair and an executive director its governance structure includes three board committees audit risk and compliance investment and people and nominations each of which operates under a charter u ethical also engages an ethical advisory panel including independent experts on environmental and social justice issues the panel provides input on ethical considerations as well as contributing to thought leadership u ethical is an australian financial services licence holder regulated by the australian securities and investments commission investing in the community our clients include a cross section of investors who see ethical investing as a means of aligning their capital with their values although investors hold diverse viewpoints they are unified through a strong commitment to social and environmental justice the uniting church s engagement with the broader community including through its community services agencies is deep and wide with a particular commitment to vulnerable individuals and communities it helps thousands of australians every day u ethical s annual community grants financed from our operating surplus takes advantage of the deep and wide reach of the uniting church supporting its community initiatives and projects our investment returns and community grants indirectly help fund a diverse range of impactful initiatives including mental health support meals social justice advocacy and programs addressing domestic violence among others insights awards and recognition disclaimers riaa u ethical australian equities trust wholesale u ethical australian equities trust institutional u ethical australian equities trust retail u ethical international equities trust wholesale and the u ethical growth portfolio has been certified and classified by the responsible investment association australasia according to the operational and disclosure practices required under the responsible investment certification program see www responsiblereturns com au and riaa s financial services guide for details riaa s certification symbol signifies that u ethical offers responsible investment products has undertaken continuing professional development on responsible investment and conducts inquiries regarding client concerns about environmental social governance or ethical issues the symbol also signifies that u ethical has adopted the operational and disclosure practices required under the responsible investment certification program for the category of investment management service u ethical is assessed against responsible investment standard and assessment note sustainability classifications the classification signifies the degree to which sustainability is a consideration and binding investment criteria there may be material differences between the definition and methodology of riaa s classification system and the way the terms responsible sustainable sustainable plus are used by the product detailed information about riaa the symbol and u ethical can be found at www responsiblereturns com au and in riaa s financial services guide together with details about other responsible investment products and services certified by riaa 1 the responsible investment certification program provides general advice only and does not take into account any person s objectives financial situation or needs neither the certification symbol nor riaa recommends to any person that any financial product is a suitable investment or that returns are guaranteed because of this you should consider your own objectives financial situation and if the advice relates to the acquisition or possible acquisition of a particular financial product certifications are current for 24 months and subject to change at any time zenith the zenith investment partners abn 27 103 132 672 afs licence 226872 zenith rating assigned 25 june 2026 referred to in this piece is limited to general advice s766b corporations act 2001 for wholesale clients only this advice has been prepared without taking into account the objectives financial situation or needs of any individual including target markets of financial products where applicable and is subject to change at any time without prior notice it is not a specific recommendation to purchase sell or hold the relevant product s investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives financial situation and needs investors should obtain a copy of and consider the pds or offer document before making any decision and refer to the full zenith product assessment available on the zenith website past performance is not an indication of future performance zenith usually charges the product issuer fund manager or related party to conduct product assessments full details regarding zenith s methodology ratings definitions and regulatory compliance are available on our product assessments and at fund research regulatory guidelines msci certain information contained herein the information is sourced from copyright of msci inc msci esg research llc or their affiliates msci or information providers together the msci parties and may have been used to calculate scores signals or other indicators the information is for internal use only and may not be reproduced or disseminated in whole or part without prior written permission the information may not be used for nor does it constitute an offer to buy or sell or a promotion or recommendation of any security financial instrument or product trading strategy or index nor should it be taken as an indication or guarantee of any future performance some funds may be based on or linked to msci indexes and msci may be compensated based on the fund s assets under management or other measures msci has established an information barrier between index research and certain information none of the information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them the information is provided as is and the user assumes the entire risk of any use it may make or permit to be made of the information no msci party warrants or guarantees the originality accuracy and or completeness of the information and each expressly disclaims all express or implied warranties no msci party shall have any liability for any errors or omissions in connection with any information herein or any liability for any direct indirect special punitive consequential or any other damages including lost profits even if notified of the possibility of such damages what is a certified b corporation we are certified as a b corporation and have been since 2018 b corporations are businesses that meet the highest standards of social and environmental performance public transparency and legal accountability to balance profit and purpose in our most recent b impact assessment u ethical investors earned an overall score of 138 2 to become certified a company must score at least 80 points across five areas governance workers community environment and customers the median score for ordinary businesses who complete the assessment is currently 50 9 a full breakdown of our b impact score is available here industry representations we participate as a socially responsible investor through membership of industry bodies including responsible investment association australasia riaa riaa s human rights working group united nations principles for responsible investment unpri climate action 100 banking and finance oath latest news subscribe to receive the latest ethical investment news email submit the information provided is general information only before acquiring a u ethical product you should read the disclosure document s for the product and seek independent advice to ensure it is appropriate for your particular objectives financial situation and needs the disclosure documents are available from this website and contain details of the issuer of each product u ethical is a registered business name of uniting ethical investors limited abn 46 102 469 821 afsl 294147 we acknowledge aboriginal and torres strait islander peoples as the traditional owners and original custodians of the lands and waters on which we all live and work we pay our respects to elders past and present home our investment approach products and performance advisers insights forms and documents media about us contact important information notice to investors lodge a complaint home our investment approach products and performance advisers insights forms and documents media about us contact important information notice to investors lodge a comp...