# Australian Ethical — Managed funds investor portal

> Investor portal for Australian Ethical Managed Funds. (iPhone/iPad app by AUSTRALIAN ETHICAL INVESTMENT LTD.)

- Source: https://appshunter.io/ios/app/australian-ethical/id1618725034 (this page in markdown: same URL + `.md`)
- Developer: [AUSTRALIAN ETHICAL INVESTMENT LTD](https://appshunter.io/developer/1618725186)
- Category: Finance, Utilities
- Price: Free
- Age rating: 4+
- Requires: iOS 15.1 · 47 MB
- Languages: English
- Released: 2022-04-26
- Data updated: 2026-07-25
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/australian-ethical/id1618725034/reviews.md

## What is Australian Ethical?

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 

[:mav: 2.0.1]

## Key features

- Portfolio value summary
- Individual fund balances
- Contribution tracking
- Top 10 holdings view
- Recent transaction history
- Regular investment plan setup
- Distribution rule management

## Recent user reviews (10 of 41)

All indexed reviews: https://appshunter.io/ios/app/australian-ethical/id1618725034/reviews.md

### 5/5 — This app needs to be updated

*2026-07-22, version 2.0.1*

It’s a great app the version is low in quality and it’s old and outdated

### 3/5 — Figures don’t match

*2026-07-05, version 2.0.1*

Distributions: do not match tax documents provided. Not sure how your app counts but it’s incorrect.

### 1/5 — Can’t even login

*2026-05-16, version 2.0.0*

This app has sever UX problems with the Apple keyboard app obscuring the login windows. Can’t even get in to the app

### 2/5 — Glad it’s back, please test before release

*2026-03-23, version 2.0.0*

Keyboard is so slow you get 1 letter per 10-15 seconds. Couldn’t put a password in. 
Filling codes doesn’t work. I’m on the fastest latest phone there is.
Please test before release.

### 1/5 — Immediate failure

*2025-11-13, version 1.0.17*

I downloaded the app and it immediately failed. The welcome screen was a “sorry we’re not working right now”.

### 1/5 — Not working

*2025-11-13, version 1.0.17*

Tried removing and re-installing but the app will no longer display any data. I’ve uninstalled it.

### 3/5 — Hmmmmm

*2025-10-26, version 1.0.17*

App update fails to show detail of investment accounts. Spinning wheel of death cycles on.

### 1/5 — Is anyone driving these funds??

*2025-04-09, version 1.0.15*

Now the app refuses to get to the log on screen. It’s just a yellow blob app now. Seems like there’s no management of the managed funds. Who could have seen the current state of international stocks?? Everyone! Had Australian Ethical moved to European markets? No.….. seems like a team of dullards or no one at all.

### 4/5 — Updates have made it stable.

*2024-09-07, version 1.0.14*

Thanks for the ongoing efforts to deliver this app. 
V keen to see functions in the app that move us away from the paper submission methods still in use for withdrawal etc.
Would love to see the graphs more clearly indicate the change. Currently the y axis settings just deliver a near straight line across - being able to zoom in/ or exaggerate the y acid for the time period would help in setting change.

### 2/5 — Deleted it

*2024-06-07, version 1.0.13*

Didn't feel right having to sign up to a third party (Boardroom, Investorserve) to have to use it. Don't really want third parties involved in my business, and just someone else to get hacked for your details. Deleted it before completing sign up. Love Australian Ethical, don't love their app.

## Frequently asked questions about Australian Ethical

### What can I do with the Australian Ethical app?

The app allows Australian Ethical Managed Fund investors to view their overall portfolio value and individual fund balances. You can also track your contributions, see top holdings, view recent transactions, set up regular investment plans, manage distribution rules, and update your personal and bank account information.

### Is this app free to use?

Yes, the app is free to download and use for existing Australian Ethical investors. There are no in-app purchases or subscription fees associated with managing your investments through the portal.

### Who is this app for?

This app is designed for existing investors in Australian Ethical Managed Funds. You will need your InvestorServe account details to log in and access your investment information.

### What information do I need to log in?

To log in to the app, you will need your InvestorServe account details. If you do not have an account or have forgotten your login credentials, you can retrieve or set them up within the app itself.

### Does this app provide financial advice?

No, this app provides general information about your investments and is not intended to offer financial advice. It does not take into account your individual investment objectives, financial situation, or needs. For personalized advice, it is recommended to consult a licensed financial adviser.

## Version history (last 5 releases)

### 2.0.1 — 2026-06-22

Technical improvements, bugs fixing and the updated bank account feature

### 2.0.0 — 2026-03-22

Enhanced experience with Multi-Factor Authentication (MFA) for stronger security and technical improvements for smoother performance.

### 1.0.17 — 2025-09-14

- Bug fixes and maintenance

### 1.0.16 — 2025-06-22

New feature - users can view and download statements

### 1.0.15 — 2025-01-22

V1.0.15
- Bug fixes and maintenance

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-25.*
