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
Green property
Included
Healthcare and medical products
Included
Renewable energy and energy efficiency
Included
Sustainable transport
Included
High scoring ESG companies
Included
More sustainable companies
Included
Armaments
Fully avoided
Fossil fuels
Mostly avoided
Tobacco
Mostly avoided
Gambling
Partially avoided
Human rights abuses
Partially avoided
Nuclear power
Partially avoided
Pornography
Partially avoided
Environment
Green property
Included
Healthcare and medical products
Included
Renewable energy and energy efficiency
Included
Sustainable transport
Included
High scoring ESG companies
Included
More sustainable companies
Included
Armaments
Fully avoided
Fossil fuels
Mostly avoided
Tobacco
Mostly avoided
Gambling
Partially avoided
Human rights abuses
Partially avoided
Nuclear power
Partially avoided
Pornography
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
Description
Fisher Funds is committed to investing our client's money responsibly. Responsible investing is not just the right thing to do but also the wise thing. Our proprietary investment process and responsible investment policy helps us select companies that are sustainable from an environmental and social as well as a financial perspective.
We recognize that our role as an institutional investor creates a valuable opportunity to positively influence the behaviour of investee companies towards ESG issues through active ownership, particularly engagement and proxy voting activities.
Fisher Funds believes that RI principles can be used in the investment process to enhance performance in the long term, identify risks and opportunities.
Our first course of action is always engagement, we actively vote across all of our funds (where appropriate). Our voting outcomes are also outlined on our website.
We, the Responsible Investment Association Australasia, don't earn any commission from providers or products you switch to.
Themes & Issues
6
themes included
1
issues fully avoided
2
issues mostly avoided
4
issues partially avoided
Product Targets
Retail
Certified Since
2024
Last date certified
December 20, 2024
Primary RI Strategy
Negative Screening, Controversy Screening, Minimum Standards (norms-based) Screening, ESG Integration
Secondary RI Strategy
Best in class screening