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.
Sustainable Plus classification: This Symbol signifies that a product or service has been certified and classified to offer an investment style that takes into account environmental, social, governance or ethical considerations, with embedded, measurable and reported sustainability objectives aligned with portfolio holdings and stewardship practices, adhering 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
Armaments
Fully avoided
Human rights abuses
Fully avoided
Fossil fuels
Partially avoided
Gambling
Partially avoided
Tobacco
Partially avoided
Alcohol
Partially avoided
Environment
Armaments
Fully avoided
Human rights abuses
Fully avoided
Fossil fuels
Partially avoided
Gambling
Partially avoided
Tobacco
Partially avoided
Alcohol
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
The Sustainable Balanced and Sustainable High Growthoptions specifically seek to invest in companies that areconsidered ESG leaders or meet certain ESG criteria,while also screening out companies with materialexposure to specific industries as detailed on page 24.
These three investment options invest across a rangeof asset classes. To identify investments, we use thirdparty research to apply a negative screen to companieswhose reported revenues have:
> 10% fossil fuel exploration and production
> 5% gambling, alcohol or tobacco
> 1% manufacture and sale of weapons and
> 10% aggregated revenue from any of the above.
Description
This product is responsible/Sustainable as it screens out companies that generate more than 5% of their revenues from products that are widely accepted as being harmful to individuals and/or the climate. The screened sectors include alcohol, gaming, fossil fuel exploration and production, and weapons (in addition to the fund wide exclusion on tobacco production). In addition we also assess companies that are in breach of the UN Global Compact. This option also invests in bonds and equities that target social and environmental solutions. Â
We, the Responsible Investment Association Australasia, don't earn any commission from providers or products you switch to.
Themes & Issues
0
themes included
2
issues fully avoided
0
issues mostly avoided
4
issues partially avoided
Product Targets
Retail
Certified Since
2007
Last date certified
July 14, 2023
Primary RI Strategy
Negative Screening
Secondary RI Strategy
ESG Integration