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
Environment
No specific themes
Included
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
https://www.intelligentinvestor.com.au/invest-with-us/intelligent-investor-ethical-share-fund/ines
Description
This fund follows negative screening process using Refinitiv ESG scores methodology.The Investment Manager uses screening criteria provided by a global data provider on Australian and international companies to remove companies based on the following list of widely-agreed unethical industries: • Environmental: Non-renewables, such asNuclear, Uranium, Coal, Oil, and Energy.
• Vice: Gambling, Alcohol, Tobacco, Pornographyand Junk Food.
• Armaments
• Payday lenders
The screening is based on ESG Scores which aredesigned to transparently and objectively measurea company’s relative ESG performance, commitmentand effectiveness across 10 main themes found incompany-reported data:An overall ESG Combined Score is discounted for significant ESG controversies (Controversies Score) impacting the corporations. They are available in both percentages and letter grades (from D- to A+) and are benchmarked against the data providers business classifications for all Environmental and Social categories as well as the Controversies Score, and against Australian companies for all Governance categories. There are over 400 ESG measures for each company within the data provider’s ESG universe, with each measure going through a careful process to standardise the information and guarantee it is comparable across the entire range of companies. The database is updated on a continuous basis aligned with corporate reporting patterns, and data is refreshed every week, which includes the recalculation of the ESG Scores. Updates could include a brand-new company being added to the database, the latest fiscal year update or the inclusion of a new controversy event. In most cases, ESG reported data is updated once a year in line with companies’ own ESG disclosure.
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Themes & Issues
1
themes included
0
issues fully avoided
0
issues mostly avoided
0
issues partially avoided
Product Targets
Retail
Certified Since
2021
Last date certified
March 5, 2025
Primary RI Strategy
2021
Secondary RI Strategy
No Secondary Investment Approach