Investment objective
The Fund seeks to achieve a total return after fees that exceeds the total return of the S&P Global Natural Resources Index (net dividends reinvested) in AUD over rolling five year periods.
Strategy update
About this fund
The Fund is actively managed employing a quality driven, bottom up, fundamental stock selection process to construct a liquid diversified portfolio of investments in companies that are involved in the production and utilisation of resources, equipment and/or commodity-related products that are necessary to enable a transition to a low-carbon global economy and that are well-positioned to benefit from ongoing and future demand for natural resources.
The Fund will invest at least 80% of its net assets in equity securities of companies whose products, services and activities are considered as contributing to or benefiting from the goal of achieving “net zero” carbon emissions through the decarbonisation of the global economy, such as carbon reduction, energy transition, sustainable mobility, sustainable industry, and sustainable agriculture.
Why invest in the fund
Supply chain diversification
Diversified across the supply chain spectrum, sub-industries and countries, seeking to increase opportunities and mitigate risk.
Embedded sustainability analysis
Rigorous security selection process with integrated ESG analysis, aiming to identify high quality companies with sustainable competitive advantages.