Provides simple, cost-effective and transparent exposure to a portfolio of sustainable, ethical Australian companies.
The Fund owns stocks that have passed eligibility screens designed to exclude companies with direct or signif icant exposure to the fossil fuel industry or engaged in other activities deemed inconsistent with responsible investment considerations. The Fund’s methodology also preferences companies classified as “Sustainability Leaders” due to their involvement in sustainable business activities.
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/convictions, human rights & supply chain concerns, lack of gender diversity at the board level
“Sustainability Leaders” are selected based on a number of criteria including those companies with more than 20% revenue derived from a number of specified industries, including renewable energy; energy efficiency; water efficiency; recycling; waste remediation; healthy foods and nutrition products; sustainability certified products and services, amongst others
A core component of an Australian equities allocation providing transparency and diversification benefits in addition to being consistent with ethical and sustainability objectives
Tactical exposure to Australian equities