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AE Investor

An Ethical Investment Scheme

AE Investor is a U.S. dollar denominated investment, which invests in accordance with its Strict Ethical Mandate

Performance

Strict Ethical Mandate
1 %

AE Investor has an Strict Ethical Mandate, which restricts investing activities to permitted investments, as a method of providing transparency for investors and taking responsibility for how our investing affects

Professional Management
1 %

Using a professional investment manager simplifies the investing process for you, especially if you do not have the time or skill to manage your own investments and keep appropriate records.

Transparency
1 %

Our Strict Ethical Mandate limits where we can invest – up to 50 U.S. listed stock that comply with our Strict Ethical Mandate or cash (U.S. dollars) – no complex or high-risk financial products!

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Frequently Asked Questions

What is AE Investor?

AE Investor is a registered managed investment scheme under the Financial Markets Conduct Act 2013. AE Investor is a U.S. dollar-denominated investment, which invests in accordance

What are the benefits ?

AE Investor has a range of membership benefits 1. Strict Ethical Mandate, 2. Professional Management, 3. Transparency, 4. Diversification and Liquidity, 5. Supervision, 6. Tax benefits

How does it work ?

The objective of AE Investor is to provide an ethical return to investors over the long term 1. Making Investments, 2. Units in AE Investor, 3. Withdrawing your Investment, 4. No Guarantee

How can invest ?

You can begin investing in AE Investor by completing the application form (and providing the supporting documents) at the back of the Product Disclosure Statement

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Key Documents

Product Disclosure Statement

The AE Investor Product Disclosure Statement (PDS) describes how AE Investor works and provides you with information about who is involved in providing it. 

Before deciding to invest with AE Investor, you should read the PDS, and if necessary, obtain independent financial advice.

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Investment Approach

Our investment objective for AE Investor is to increase the rate of average annual return to Scheme Members over the long-term, while complying with the confines of the Scheme’s Strict Ethical Mandate. As Manager, our aim is to protect the value for all Scheme Members in times of volatility, while maximising gains in times of growth.

Our investment approach is based off the following principles:

We believe that financial markets are inefficient, and opportunities are available to add value through active management.

We believe that market prices of assets often differ from their fundamental value. Through active analysis of fundamental and macroeconomic factors these differences can be exploited by identifying undervalued investments which have strong business models that will produce positive future returns.

We consider having a Strict Ethical Mandate, which restricts investing activities to permitted investments, as a method of providing transparency for Scheme Members and taking responsibility for how our investing affects society.

We believe that applying our Strict Ethical Mandate mitigates investment risk by applying strict rules to the balance sheet analysis of our investments.

We believe that asset allocation and diversification are important tenets of the investment process, and consider that investment returns can be improved by having a strict monitoring and governance framework.

Our Investment Committee is responsible for investment decisions for AE Investor. The Investment Committee has the discretion to determine the portfolio composition and appropriate asset allocation for AE Investor based on the market conditions and our investment outlook.

A list of AE Investor’s current investments is available here.