How we evaluate products
Responsible Investment strategies, processes, practices and disclosures are assessed against the eight criteria for product certification in the Responsible Investment Standard and accompanying Guidance and Assessment Notes.
What this symbol means
General certification: This Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations, and that it adheres to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product.
Sustainable classification: This Symbol signifies that a product or service has been certified and classified to offer an investment style that takes into account environmental, social, governance or ethical considerations, with prominent sustainability objectives aligned with portfolio holdings and stewardship practices, adhering to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product.
The content on this webpage is provided by Responsible Investment Association Australasia Ltd (ACN 641 046 666, AFSL 554110). For more information refer to our Financial Services Guide. Certain content provided may constitute a summary or extract from the offer document of a financial product. Any general advice has been provided without reference to your investment objectives, financial situation or needs. If the advice relates to the acquisition of a particular financial product for which an offer document (such as a product disclosure document) is available, you should obtain the offer document relating to the particular financial product and consider it before making any decision whether to acquire the product. Past performance does not necessarily indicate a financial products’ future performance. To obtain information tailored to your situation, contact a financial adviser.
Themes & Issues
Society
Renewable energy and energy efficiency
Included
Sustainable land and agricultural management
Included
More sustainable companies
Included
Animal cruelty
Fully avoided
Human rights abuses
Fully avoided
Labour rights violations
Fully avoided
Armaments
Mostly avoided
Fossil fuels
Mostly avoided
Gambling
Mostly avoided
Nuclear power
Mostly avoided
Pornography
Mostly avoided
Tobacco
Mostly avoided
Alcohol
Mostly avoided
Environment
Renewable energy and energy efficiency
Included
Sustainable land and agricultural management
Included
More sustainable companies
Included
Animal cruelty
Fully avoided
Human rights abuses
Fully avoided
Labour rights violations
Fully avoided
Armaments
Mostly avoided
Fossil fuels
Mostly avoided
Gambling
Mostly avoided
Nuclear power
Mostly avoided
Pornography
Mostly avoided
Tobacco
Mostly avoided
Alcohol
Mostly avoided
For RIAA’s definitions of the themes included and issues avoided, please view this guide . Product-specific exclusion criteria and practices may vary. You can find these by referring directly to the product provider.
Overview
The focus of this portfolio is making it easier for ADVISERS to access a low cost, scalable investment solution, potentially saving a significant amount of time that may otherwise be spent on investment selection and portfolio management.
The Betashares Ethical High Growth Portfolio provides exposure to a passive blending of asset classes including Australian and global shares and bonds, according to a balanced strategic asset allocation. The portfolio is constructed using Betashares’ true-to-label, RIAA-certified ethical ETFs and Betashares Australian Sustainability Leaders Portfolio – which combine positive climate leadership screens with a broad set of ESG
criteria.
Description
Three multi-asset ethical portfolios have been specifically developed for different risk profiles – Balanced, Growth and High Growth - designed to suit various financial circumstances and investment goals. In order to provide solutions for different investor risk profiles, the portfolios are built using varying allocations to ethical growth anddefensive assets.
International shares are accessed via Betashares Global Sustainability Leaders ETF (ASX: ETHI) and Australian shares through Betashares Australian Sustainability Leaders Portfolio. Defensive assets are made up of international and Australian bonds and are accessed via Betashares Sustainability Leaders Diversified Bond ETF - Currency Hedged(ASX: GBND).
These portfolios are built using strategic asset allocation assumptions that are reviewed and may be adjusted by Betashares annually to take into account prevailing economic and market conditions. The portfolios are rebalanced periodically to remain consistent with target allocations and risk profiles.
For more information on the portfolio, please refer to theBetashares website.
To find out how the Betashares Managed Account range can support yourpractice, contact our Adviser Services team on 1300 487 577 or your localBetashares account manager.
We, the Responsible Investment Association Australasia, don't earn any commission from providers or products you switch to.
Themes & Issues
3
themes included
3
issues fully avoided
7
issues mostly avoided
0
issues partially avoided
Product Targets
Wholesale
Retail
Certified Since
2021
Last date certified
October 3, 2024
Primary RI Strategy
Negative Screening
Secondary RI Strategy
Positive Screening