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Ethical Investment Australian Equities Portfolio

Australia

Investment

Ethical Investment Funds Management
Ethical Investment Funds Management
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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

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

Education

Included

Green property

Included

Healthcare and medical products

Included

Renewable energy and energy efficiency

Included

Sustainable land and agricultural management

Included

Sustainable water

Included

More sustainable companies

Included

Animal cruelty

Fully avoided

Armaments

Fully avoided

Fossil fuels

Fully avoided

Gambling

Fully avoided

Human rights abuses

Fully avoided

Nuclear power

Fully avoided

Pornography

Fully avoided

Tobacco

Fully avoided

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Environment

Education

Included

Green property

Included

Healthcare and medical products

Included

Renewable energy and energy efficiency

Included

Sustainable land and agricultural management

Included

Sustainable water

Included

More sustainable companies

Included

Animal cruelty

Fully avoided

Armaments

Fully avoided

Fossil fuels

Fully avoided

Gambling

Fully avoided

Human rights abuses

Fully avoided

Nuclear power

Fully avoided

Pornography

Fully avoided

Tobacco

Fully avoided

No items found.
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

The Australian Equities portfolio is designed to suit investors who hold strong ethical values and would like to invest predominantly in small and medium sized Australian listed companies. The fund aims to provide long-term growth opportunities and outperform the S&P/ASX All Ordinaries Index over the long term, while providing access to companies which meet strict environmental and socially responsible standards.

The portfolio specifically targets investments with positive environmental or social aspects, and aims to exclude investments which damage the environment or cause harm to society. A key focus of the portfolio is to find companies which are involved in positive environmental activities or which provide benefits to society, such as healthcare, renewable energy, energy efficiency and technology, food, water, sustainable agriculture and education.

Ethical Investment Funds Management utilise a two stage screening process for the portfolio. Firstly, a negative screenis applied to companies which are involved in harmful environmental activities andsocially hazardous activities such as tobacco and weapons manufacture, uranium orInvestment style and approachother mining, fossil fuels, coal seam gas or gambling. Companies which do not pass thenegative screen are excluded from the portfolio.

Secondly, a positive screen is appliedto companies which are involved in positive environmental activities or which providebenefits to society, such as healthcare, energy efficiency, recycling, renewable energy,fair trade, community finance and social welfare. All companies which pass the negativescreen will be considered for investment

Description

The Australian Equities portfolio is designed to suit investors who hold strong ethical values and would like to invest in small and medium sized Australian listed companies.

The fund aims to provide long-term growth opportunities and outperform the S&P/ASX All Ordinaries Index over the long term, while providing access to companies which meet strict environmental and socially responsible standards.

A key focus of the portfolio is to invest in companies which are involved in positive environmental activities or which provide benefits to society, such as healthcare, renewable energy, energy efficiency and technology, food, water, sustainable agriculture and education.The portfolio also aims to exclude investments which are involved in harmful environmental activities and socially hazardous activities such as tobacco and weapons manufacture, third world exploitation, fossil fuel extraction, uranium mining and gambling. 

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Themes & Issues

  • 7

    themes included

  • 8

    issues fully avoided

  • 0

    issues mostly avoided

  • 0

    issues partially avoided

Product Targets

Wholesale

Retail

Certified Since

  • 2014

Last date certified

  • August 24, 2023

Primary RI Strategy

  • Positive Screening

Secondary RI Strategy

  • Negative Screening