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Australian Ethical Australian Shares Fund Wholesale (0P0000V5OT)

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2.781 +0.030    +0.92%
16/05 - Closed. Currency in AUD ( Disclaimer )
Type:  Fund
Market:  Australia
Issuer:  Australian Ethical
ISIN:  AU60AUG00184 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.57B
Australian Ethical Australian Shares Fund Wholesal 2.781 +0.030 +0.92%

Australian Ethical Australian Shares Fund Wholesale Overview

 
On this page you'll find an in-depth profile of Australian Ethical Australian Shares Fund Wholesale. Learn about the key management, total assets, investment strategy and contact information of 0P0000V5OT among other information.
Category

Equity Australia Mid/Small Blend

Total Assets

1.57B

Expenses

Inception Date

Jan 23, 2012

Investment Strategy

The fund seeks to invest in a diversified share portfolio of companies predominately listed on the ASX and selected on the basis of their social, environmental and financial credentials. The fund utilizes an active stock-picking management style with stocks selected for growth rather than income, with a bias towards smaller capitalization stocks listed on the ASX. All stocks are chosen on the basis of relative value where we deem the risks are being adequately priced.

Contact Information

Address GPO Box 2435
Canberra,ACT 2601
Australia
Phone 1800 021 227

Top Executives

Name Title Since Until
Andy Gracey - 2006 Now
Biography Andy assumed full portfolio management responsibility for the Australian Shares Fund in April 2008, although he has been responsible for the small cap component of the Fund since August 2006, while joining Australian Ethical in December 2004. Andy has worked in funds management for 22 years commencing his career at Colonial Mutual NZ as a research analyst and then a domestic equity analyst. He then spent over two years in the UK working for Friends Provident Asset Management before returning to work at ANZ Funds Management (NZ) as a Portfolio Manager. In 2002 he spent over a year at Fidelity Australia in an account management position for the wholesale fund manager before setting up his own Australian Financial Services licensed equities research business undertaking research services for a number of ASX listed companies and institutional investors. Andy graduated from Massey University with a Bachelor of Business Studies (Economics and Finance with an honours degree in Finance) in 1991. He is a member of the Securities Institute of Australia and the Institute of Finance Professionals New Zealand Inc.
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