Manager Overview

Established in 1985 by the Uniting Church, U Ethical is an investment manager based in Australia. U Ethical is an autonomous social enterprise of the Uniting Church with an independent board. U Ethical advocates ethical authenticity. They aim to provide their clients with competitive returns and, as a social enterprise, contribute the majority of their operating surplus to facilitate community and social justice advocacy and community programs.

Manager's responsible investing approach

U Ethical's investment approach ensures that every investment choice aligns with its vision and fosters responsible financial stewardship. This commitment is realized by applying both positive and negative screens, incorporating environmental, social, and governance (ESG) considerations, aligning with the United Nations' Sustainable Development Goals, and actively engaging with companies. This responsible investing strategy is underpinned by a dual focus on achieving competitive economic returns and fostering sustainability.