We believe it is important that investors know where their money is invested and what activities it is funding. We are one of the few investment managers and superannuation funds which is committed to full disclosure of investments. The following is a combined listing from all of our funds as at the date shown. It includes publicly listed company shares (or equity), private equity and debt or cash products, other than:
- investments which have been sold after the date shown and which are no longer approved for investment under our Ethical Charter
- nominal holdings in companies which are held to advocate for positive change by those companies
- investments whose disclosure would be against the interests of our members and investors, for example, small or illiquid companies where disclosure may affect our capacity to manage our investment.
Investments as at: 31 March 2019