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
Healthcare and medical products
Included
Renewable energy and energy efficiency
Included
Sustainable transport
Included
High scoring ESG companies
Included
Armaments
Fully avoided
Tobacco
Fully avoided
Environment
Healthcare and medical products
Included
Renewable energy and energy efficiency
Included
Sustainable transport
Included
High scoring ESG companies
Included
Armaments
Fully avoided
Tobacco
Fully 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 EQT Responsible Investment Global Share Fundis a multi-manager offering which gains exposure to a wide range ofinternational share markets by investing into international equity managedfunds, targeting external managers who are assessed as possessing bothsuperior capability in investment process and execution, together withdemonstrated capability in integrating responsible investing (RI)criteria to their process. The Fund aims to outperform the Benchmark, theMSCI World Index net dividends reinvested (AUD) over rolling 5-year periods,after taking into account fees and expenses.
Description
The EQT Responsible Investment Global Share Fund is a multi-manager offering which gains exposure to a wide range of international sharemarkets by investing into international equity managed funds, targeting managerswho are assessed as possessing both superior capability in investment processand execution, together with demonstrated focus and capability in understandingand integrating responsible investing (RI) criteria to their process. Equity Trustees, on behalf of theFund, aims to invest in a small number of funds with a minimal holding in cash.Equity Trustees source and actively select investment managers utilising arobust internal research and due diligence process.
A key component of ourselection process involves actively seeking investment managers which have aclearly articulated responsible investment policy in place, demonstrating their RI practices and application through the investment decision makingprocess. We conduct a deep dive assessment underpinned by a detailedquestionnaire to better understand and rate the managers RI approach, ensuring alignment with our own policy and standards.
Our manager selectionframework includes four key stages of assessment:
- Identify a pool ofmanagers within the desired asset class.
- Screen the universe based on a range of quantitativefactors.
- Assess managers on their responsible investment practices.
- Assessment of the short list of managers based on a range ofqualitative factors.
The investment approach is typically style unaware as itseeks to add value by selecting investment managers based on the convictionthat their investment methodology can generate consistent returns over allmarket cycles with a demonstrated process in integrating RI principals in line with our policy. Further consideration is also given to sector, regional andcountry diversification as well as the existing number of underlying funds andinvestment managers.Â
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Themes & Issues
4
themes included
2
issues fully avoided
0
issues mostly avoided
0
issues partially avoided
Product Targets
Wholesale
Certified Since
Last date certified
October 31, 2023
Primary RI Strategy
Negative Screening
Secondary RI Strategy
ESG Integration