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Betashares Global Sustainability Leaders PIE Fund

New Zealand

Investment

Betashares
Betashares
No items found.

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.

Learn about RIAA's certification / sustainability classifications

Sustainable Plus 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 embedded, measurable and reported 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.

Learn about RIAA's certification / sustainability classifications

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.

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Themes & Issues
Society

Renewable energy and energy efficiency

Included

Sustainable transport

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

No items found.
Environment

Renewable energy and energy efficiency

Included

Sustainable transport

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

No items found.

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

GLOBAL SUSTAINABLE is an integrated financial product, on the basis the Global Sustainable Index takes intoconsideration non-financial factors.

To be eligible for inclusion in the index at each annual evaluation, a security must meet certain eligibility criteria,including the following:

• it must be a member of the Nasdaq Developed Markets Index (but excludes securities listed on an exchangein Australia);

• it must satisfy certain minimum market capitalisation and liquidity requirements; and

• it must be identified by the Responsible Investment Committee (described below) as a “Climate Leader” thathas also passed certain eligibility screens designed to exclude companies with direct or significant exposureto the fossil fuel industry or that are engaged in other activities deemed inconsistent with responsibleinvestment considerations (as further outlined in “Screening criteria” below).

Screening criteria

Climate Leaders are companies that have a carbon efficiency that places them in the top one-third of companies intheir industry or are otherwise superior performers in relation to “Scope 4” carbon emissions (also known as “avoidedemissions”).

• Carbon efficiency: Carbon efficiency is determined by calculating the greenhouse gas emissions from acompany’s operations, fuel use and supply chain, divided by its annual revenue.

• Scope 4 (or avoided) carbon emissions: Superior performers in relation to Scope 4 carbon emissions arethose companies involved in commercialising technologies that have net positive climate benefits throughsubstantial greenhouse gas emissions reductions or sequestration. Companies in this category typicallyinclude those with primary business activities in renewable energy, energy efficiency, sustainable agricultureand land use, and carbon sequestration.

A fossil fuel screen is applied to the universe of Climate Leaders, which removes companies with any directinvolvement in the fossil fuel industry (companies which have fossil fuel reserves, fossil fuel infrastructure, or areinvolved in the mining, extraction, or burning of fossil fuels), as well as companies with material indirect exposure(companies involved in the provision of products, services or finance which is specific to, and significant for, the fossilfuel industry; and those with particularly high use of fossil fuels - except where more than 50% of company revenue isderived from renewable energy, resource efficiency, environmental solutions or energy efficiency products andservices).

The remaining universe is screened to remove companies which are exposed to activities considered to carrysignificant negative environmental, social and governance (ESG) risks (subject to certain materiality thresholds thatare described in the actual index methodology document).

Description


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

Institutional

Certified Since

  • 2022

Last date certified

  • October 3, 2024

Primary RI Strategy

  • Negative Screening

Secondary RI Strategy

  • Positive Screening