The Fund aims to provide long term capital growth and income from focusing on a relatively concentrated portfolio of Australian and New Zealand companies that meet the Australian Ethical Charter.
An actively-managed, focused share portfolio leveraging our ethical investing philosophy & capability. Invested in 20 -35 select shares, predominantly from the S&P ASX300, on the basis of their social, environmental and financial credentials.
Benchmark unaware, with a concentration on larger capitalisation stocks.
Features & benefits
Investments in companies that meet our stringent ethical criteria and are set to succeed as the world transitions to a more sustainable economy.
An established investment philosophy that seeks out high conviction unique ideas across growth and value within a wide spectrum of sectors.
Balancing long term returns while ensuring each investment contributes to a better future for people, animals, and the planet.
A full explanation of all the fees and costs that you may be charged for investing in the Fund is provided in the Fund’s Product Disclosure Statement.
Strategic asset allocation
*These are indicative asset allocation ranges for the Fund. If market movements, investments into or withdrawals from the Fund, or changes in the nature of an investment cause the Fund to move outside these indicative ranges, this will be addressed by us as soon as reasonably practicable.