MONEY MASTERS

Australian Ethical: Australian Shares Fund

Andy Gracey. portfolio manager Australian Ethical

The Australian Ethical Australian Shares Fund (previously Smaller Companies Trust) Money Masters course with Andy Gracey discusses how the fund can provide social conscious investors with an ethical alternative without needing to compromise their return objectives. Andy discusses how the Australian Ethical Australia Share Fund provides portfolio diversification while still accessing a range of forward-thinking and ethical asset classes.

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What you'll learn /

The Australian Ethical Australian Shares Fund (previously Smaller Companies Trust) masterclass with Andy Gracey will give you insights into:

 

How the Australian Ethical Australian Shares Fund provides social conscious investors with an ethical alternative
How the Australian Ethical Australian Shares Fund provides true diversification by investing in a variety of ethical assets such as healthcare and information technology
The type of investor best suited for the Australian Ethical Australian Shares Fund

About the expert /

Andy Gracey /

portfolio manager Australian Ethical


Andy assumed full portfolio management responsibility for the Smaller Companies Trust in April 2008, although he has been responsible for the small cap component of the Trust since August 2006, while joining Australian Ethical in December 2004. Andy has worked in funds management for 19 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.

  • CPD hours1
  • Knowledge AreaMANAGED INVESTMENTS
  • TypeMONEY MASTERS
  • PriceFREE
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Outline of the course /

Snapshot

Andy assumed full portfolio management responsibility for the Australian Shares Fund (previously Smaller Companies Trust) in April 2008, although he has been responsible for the small cap component of the Trust since August 2006, while joining Australian Ethical in December 2004

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01.
OVERVIEW

About the fund

The Australian Ethical Australian Shares Fund (previously Smaller Companies Trust) is an old style fund with an emphasis on smaller companies. The portfolio has certain sectors well represented such as information technology and healthcare.

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02.

Ethical investing

The Australian Ethical Australian Shares Fund (previously Smaller Companies Trust) uses a principal based charter to select ethical companies in specialist sectors such as information technology and healthcare.

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03.
STRUCTURE AND OBJECTIVES

Fund objectives

The objectives of Australian Ethical Australian Shares Fund (previously Smaller Companies Trust) are to outperform the funds benchmark which is the small industrials index over the long term. Australian Ethical achieves this by looking into some of the small companies and the micro care companies.

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04.

Selecting the right company

Australian Ethical have a systematic approach to valuing a business to ensure only the best companies are invested in. Find out how they determine the value of a potential asset.

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05.

The right time to sell

When it comes to selling off an asset, Australian Ethical look at a number of key metrics such as the share price, corporate governance and risk.

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06.
BEST SUITED FOR

The ideal investor

The Australian Ethical Australian Shares Fund (previously Smaller Companies Trust) can be used by a variety of investors such as investors looking to diversify their portfolio or investors looking for ethical alternatives.

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07.

Managing risk

Andy Gracey explains how Australian Ethical analyse risk by reviewing a number of key components of all potential investments such as its business model, recurring revenue and management team.

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08.

Test yourself /