An easy way for Australian Ethical Managed Fund investors to stay on top of their earth-changing investments.
With this version of the app you’ll be able to:
- Access a summary of your overall portfolio value and the value of your individual funds
- View the balance of your funds
- Track your contributions to individual funds
- View your funds’ top 10 holdings
- View recent transactions for each fund (e.g. deposits, distributions)
- Set-up and make changes to a regular investment plan
- Manage distribution rules for your fund e.g. re-invest funds, or payout in cash to your nominated bank account
- Update your personal information, password, and bank account

You will need to be an existing Australian Ethical investor to use the app. You will need your InvestorServe account details to login. If you don’t have an account or have forgotten your details, you can get these within the app.

This is general information only and is not intended to provide you with financial advice or take into account your individual investment objectives, financial situation or needs. Before acting on it, consider its appropriateness to your circumstances and read the Financial Services Guide, the Product Disclosure Statement and the Target Market Determination relevant to the product which is available on our website. You should consider seeking advice from a licensed financial adviser before making an investment decision. Past performance is not a reliable indicator of future performance.
Interests in the Australian Ethical Managed Funds are issued by Australian Ethical Investment Ltd (ABN 47 003 188 930, AFSL 229949).
Australian Ethical respects your privacy. All personal information is handled in accordance with Australian Ethical’s Privacy Policy