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
Renewable energy and energy efficiency
Included
Human rights abuses
Fully avoided
Labour rights violations
Fully avoided
Armaments
Mostly avoided
Tobacco
Mostly avoided
Fossil fuels
Partially avoided
Nuclear power
Partially avoided
Environment
Green property
Included
Renewable energy and energy efficiency
Included
Human rights abuses
Fully avoided
Labour rights violations
Fully avoided
Armaments
Mostly avoided
Tobacco
Mostly avoided
Fossil fuels
Partially avoided
Nuclear power
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
The NT World Green Transition Index Fund is a passive index tracking fund that invests in companies from developed market countries which meet certain ESG and sustainable criteria. Equity Trustees Limited acts as the responsible entity and Northern Trust Asset Management Australia Pty Ltd acts as the investment manager of the Fund.
The investment objective of the Fund is to seek to closely match the risk and return characteristics of a custom index, the MSCI World Custom ESG Climate Series A Index (“Index”). The Index seeks to exclude certain companies from the MSCI World Index (being the initial applicable universe) based on predetermined and objective ESG and sustainability criteria chosen by Northern Trust Asset Management.
Please refer to the Fund Documents (linked below) for further description of the Fund and how the Index operates.
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Themes & Issues
2
themes included
2
issues fully avoided
2
issues mostly avoided
2
issues partially avoided
Product Targets
Wholesale
Institutional
Certified Since
2020
Last date certified
June 15, 2023
Primary RI Strategy
Best in Class Screening, Sustainability Themed
Secondary RI Strategy