Climate Advocacy

Direct investment in

Australian Ethical's Climate Advocacy Fund.

Objective

Provide returns consistent with the broad Australian share market index and provide an avenue for active engagement with the companies included in the index.

Overview

  • Designed to track the return of the S&P/ASX 200 share market index
  • Aims to improve the corporate behaviour of companies through engagement on climate change issues.

Style

Engagement focused index option. All engagement activities support the Australian Ethical Charter.

Suits

Members with an interest in corporate engagement and who seek a return consistent with the broad share market.

Established

May 2010

Recommended minimum timeframe

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7+
  • Years

Asset Mix

90% Growth 10% Defensive

Investment risk

Investment risk illustration Low High

Asset Allocation

No portfolio information available.

Climate Advocacy portfolio

Unit Prices

  • 3 September 2010
    $1.0066
    $1.0066
    $1.0066
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Returns

Total returns to 31 July 2010 3 months 1 year 3 years 5 years 10 years Since Inception
Climate Advocacy -0.71%