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.
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
No specific themes
Included
Animal cruelty
Partially avoided
Armaments
Partially avoided
Fossil fuels
Partially avoided
Gambling
Partially avoided
Genetic engineering
Partially avoided
Nuclear power
Partially avoided
Pornography
Partially avoided
Tobacco
Partially avoided
Alcohol
Partially avoided
Environment
No specific themes
Included
Animal cruelty
Partially avoided
Armaments
Partially avoided
Fossil fuels
Partially avoided
Gambling
Partially avoided
Genetic engineering
Partially avoided
Nuclear power
Partially avoided
Pornography
Partially avoided
Tobacco
Partially avoided
Alcohol
Partially 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
Investment objective and strategy
• To provide relatively high returns onaverage over longer term periods (seven years plus), allowing for short to medium term ups and downs, whilst excluding investments which do not satisfy certain responsible investment criteria.
• We aim to achieve this by investing primarily in growth assets, with a moderate allocation of income assets, and the application of our Approach to Responsible Investing policy.
The Wealth Series funds exclude investments in directly held companies and managed fund investments principally involved in the specified activities in the tobacco, gambling, armaments, nuclear power, and fossil fuel industries, among others. The criteria for screening out these investments may be modified from time to time to reflect developments in the responsible investment arena. See our Approach to Responsible Investing policy document for further details on excluded investments, how we integrate environmental, social and governance factors into our investment selections, and the types of positive engagement activities we aim to undertake. Go to www.booster.co.nz/responsible-investing-policy.
Description
We, the Responsible Investment Association Australasia, don't earn any commission from providers or products you switch to.
Themes & Issues
1
themes included
0
issues fully avoided
0
issues mostly avoided
9
issues partially avoided
Product Targets
Retail
Certified Since
2025
Last date certified
February 7, 2025
Primary RI Strategy
Negative Screening, ESG Integration
Secondary RI Strategy
ESG Integration