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
Armaments
Fully avoided
Human rights abuses
Fully avoided
Labour rights violations
Fully avoided
Nuclear power
Fully avoided
Fossil fuels
Mostly avoided
Tobacco
Mostly avoided
Gambling
Partially avoided
Pornography
Partially avoided
Alcohol
Partially avoided
Environment
No specific themes
Included
Armaments
Fully avoided
Human rights abuses
Fully avoided
Labour rights violations
Fully avoided
Nuclear power
Fully avoided
Fossil fuels
Mostly avoided
Tobacco
Mostly avoided
Gambling
Partially avoided
Pornography
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 Fund seeks to track the return of the FTSE Australia 300 Choice Index before taking into account fees, expenses and tax.
Description
The Fund seeks to track the return of the FTSE Australia 300 Choice Index before taking into account fees, expenses and tax.The Fund is exposed to all of the securities in the index most of the time, allowing for individual security weightings to vary marginally from the index from time to time. The Fund may be exposed to securities that have been removed from or are expected to be included in the index. The Fund may also invest in futures.
The FTSE Australia 300 Choice Index comprises securities (shares) listed on the Australian Securities Exchange (ASX). The index contains securities included in the FTSE Australia 300 Index but excludes companies with significant business activities involving fossil fuels, nuclear power, alcohol, tobacco, gambling, weapons, adult entertainment and a conduct related screen based on severe controversies. The Index is calculated on a before tax basis. Lastly, diversification requirements are applied to restrict the proportion of the index invested in any one industry to +/-5% of the industry weights of the FTSE Australia 300 Index, subject to any limitation issues resulting from the exclusionary screening. Details of the benchmark methodology can be accessed by visiting https://www.ftse.com/products/indices/global-choice.
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Themes & Issues
1
themes included
4
issues fully avoided
2
issues mostly avoided
3
issues partially avoided
Product Targets
Wholesale
Retail
Certified Since
2021
Last date certified
August 24, 2023
Primary RI Strategy
Negative Screening
Secondary RI Strategy