The Fund aims to maximise the portfolio’s focus on sustainability while providing a return comparable to the S&P/ASX 300 Accumulation Index over the medium to long term.

Investment Strategy:

Investors gain exposure to high sustainability rated companies while broadly following returns of the Index. The stock selection process uses sustainability ratings from Regnan which employs a best of sector approach – assessing and ranking stocks according to a range of sustainability criteria. Stocks with poor sustainability ratings may only be included in the portfolio in the case of a demonstrated need to manage investment risk. The portfolio is then constructed by blending the highly rated stocks while minimising unintended sector or style biases. This ensures that the Fund has a high sustainability exposure in a disciplined, risk controlled framework.

Margin Lenders:

Margin Lender	LVR	Website

Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.

Performance data assumptions

Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.

These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.