Quarterly Update
Watch the investment team recap this quarter.
(Note: Filmed in October 2024).
DEFINING CHARACTERISTICS OF OUR STRATEGY
Established strategy built on a 30-year history of sustainable investing and innovative thought leadership- High-conviction portfolio of companies selected for their potential to deliver compounding growth and their ability to contribute to the development of a more sustainable global economy
- Committed to provide clients with high standards of engagement, transparency and measurement
INVESTMENT OBJECTIVE
The Fund seeks to provide capital growth over the long term and to achieve a total return after fees that exceeds the total return of the Benchmark (MSCI World Index (net dividends reinvested) in AUD), over rolling five year periods.
The Fund invests at least 80% of its assets in shares (also known as equities) of companies, of any size, in any industry, in any country. The Fund will invest in companies whose products and services are considered by the investment manager as contributing to positive environmental or social change and thereby have an impact on the development of a sustainable global economy. The Fund will avoid investing in companies that the investment manager considers to potentially have a negative impact on the development of a sustainable global economy.
The companies in which the Fund will invest will typically be strategically aligned with trends such as climate change, resource constraints, growing populations, and ageing populations. The Fund avoids investing in fossil fuels and companies that stand to be disrupted by the transition to a low-carbon economy.
ABOUT THIS FUND
We believe there is a strong link between sustainable development, innovation and long-term compounding growth.
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Our investment framework leads us to invest in companies that we believe contribute to the development of a more sustainable global economy, through their revenue alignment with ten environmental and social themes. At the same time, it helps us stay on the right side of disruption by seeking to avoid companies we consider to be involved in activities that are harmful to the environment and society.
We believe this approach will provide clients with a persistent return source, deliver future compound growth and help mitigate downside risk.
The guiding principle of our investment philosophy evolves around: Is the world a better place because of this company?”
Hamish Chamberlayne, CFA
Head of Global Sustainable Equity | Portfolio Manager
Investment Considerations
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KEY DOCUMENTS
Investment
Principles
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