Provides simple, cost-effective and transparent exposure to a portfolio of sustainable, ethical companies from a broad range of global locations.
The Fund owns stocks that have been identified as “Climate Leaders” that have also passed other eligibility screens designed to exclude companies with direct or significant exposure to the fossil fuel industry or engaged in other activities deemed inconsistent with responsible investment considerations.
“Climate Leaders” are selected based on relative carbon efficiency
Additional eligibility exclusion screens are applied to remove companies with material exposure to: fossil fuel, gambling, tobacco, armaments, uranium/nuclear energy, destruction of valuable environments, animal cruelty, chemicals of concern, mandatory detention of asylum seekers, alcohol, junk foods, pornography, recent significant fines/convinctions, human rights & supply chain concerns
A core component of a global equities allocation providing transparency and diversification benefits in addition to being consistent with ethical and sustainable objectives
Tactical exposure to global equities