Funds - Morphic Asset Management

The Morphic Funds seek to provide investors a way to grow their wealth and feel confident they do so without investing in businesses that harm the environment, people, and society.

Morphic Global Opportunities Fund

Structure: Unit Trust

Inception: August 2012

Investment universe: Ethically screened equities listed internationally

Platform availability: Macquarie Wrap, BT Wrap & Panorama, Netwealth Wrap, Ausmaq, CFS First Wrap, HUB24, IOOF, Mason Stevens, Powerwrap, InvestNow

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Morphic Global Opportunities Fund

Morphic Ethical Equities Fund

Structure: Listed Investment Company (LIC)

ASX Code: MEC

Listing date: May 2017

Investment universe: Ethically screened equities listed internationally

Platform availability: Macquarie Wrap, BT Wrap, Netwealth, HUB24

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Morphic Ethical Equities Fund

Trium Morphic ESG L/S Global Fund

Structure: Unit Trust (& UCITS)

Inception: October 2018 (Underlying UCITS Fund’s inception: March 2018)

Investment universe: Ethically screened equities listed internationally

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Trium Morphic ESG L/S Global Fund

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