Uniting Ethical Investors Limited

About

U Ethical is Australia's first not-for-profit ethical fund manager, established in 1985. As a not-for-profit entity, profits generated from managing $1.4bn in funds are reinvested to support community initiatives and projects benefiting people and planet. They have contributed $68 million since 1995 to support various social and environmental causes, serving individual investors, institutions, charities, and community organisations.

Giving Philosophy

As a not-for-profit ethical fund manager, U Ethical operates on a formula where better investment performance directly enables greater community giving. They take principled stances through active advocacy, engagement, and divestment on ethical issues, and support initiatives aligned with their values of authenticity, progress and impact.

Tips for Applicants

Given their unique model as a not-for-profit fund manager, prospective recipients should align with their ethical investment criteria and demonstrate how their initiatives support environmental sustainability, community benefit, or reconciliation with Aboriginal and Torres Strait Islander peoples.

Social Enterprise

U Ethical is an investment manager with a difference. We believe in creating a better world by investing with purpose today and into the future. Our first funds were established in 1985 and over recent years we have grown steadily to become one of the largest ethical investment managers in Australia with over $1 billion under management.

Social Traders Certified

Beneficiaries

A spiritual or religious community

Services

Financial and Insurance Services

Source: Social Traders

Financial History (7 years)