Australian Ethical Balanced Fund

Product Name

Australian Ethical Balanced Fund

Issuer

Australian Ethical Investment

Category

Investment product

Type

Fund/Trust

Target

Retail, Wholesale

Certified Since

2006

Certification Symbol

Ethical

Asset Classes

Diversified / Balanced

Markets

Australia, New Zealand

Investment Approaches

Negative Screening, Positive Screening, Engagement

It Includes

  • Riaa icons 11 More sustainable companies
  • Investment2 Social impact investments
  • Riaa icons 10 Renewable energy
  • Riaa icons 32 Green property
  • Riaa icons 12 Healthcare & medical products
  • Riaa icons 13 Sustainable transport
  • Riaa icons 14 Education
  • Riaa icons 15 Social & community infrastructure
  • Riaa icons 31 Sustainable water
  • Riaa icons 30 Sustainable land management & agriculture

It Excludes

  • Riaa icons 33 Fossil fuels
  • Riaa icons 34 Logging
  • Riaa icons 35 Tobacco
  • Riaa icons 50 Nuclear energy (including uranium)
  • Riaa icons 52 Human rights violations
  • Riaa icons 38 Labour rights violations
  • Riaa icons 56 Animal cruelty
  • Riaa icons 36 Armaments
  • Riaa icons 41 Alcohol
  • Riaa icons 42 Gambling
  • Riaa icons 55 Pornography

Overview

A diversified portfolio of asset types and markets to reduce the volatility of returns. Asset classes include Australian and international equities, property, fixed income securities and cash.


Description


Australian Ethical invests according to the Australian Ethical Charter, a copy of which can be viewed here. The Australian Ethical Charter first states that the australianethical “trusts shall seek out investments which provide for and support” twelve different types of positive responsible action. In addition, the Australian Ethical Charter states that the australianethical “trusts shall avoid any investment which is considered to unnecessarily” act against principles of responsible investment. australianethical therefore emphasises positive screening whilst also ensuring that its investments comply with the negative screening implicit in the Australian Ethical Charter.

Australian Ethical invests according to the Australian Ethical Charter, a copy of which can be viewed here. The Australian Ethical Charter first states that the australianethical “trusts shall seek out investments which provide for and support” twelve different types of positive responsible action. In addition, the Australian Ethical Charter states that the australianethical “trusts shall avoid any investment which is considered to unnecessarily” act against principles of responsible investment. australianethical therefore emphasises positive screening whilst also ensuring that its investments comply with the negative screening implicit in the Australian Ethical Charter. 
 
Seeks out investments which provide for and support: 
  • the development of workers’ participation in the ownership and control of their work organisations and places; 
  • the production of high quality and properly presented products and services; 
  • the development of locally based ventures; the development of appropriate technological systems; 
  • the amelioration of wasteful or polluting practices; the development of sustainable land use and food production; 
  • the preservation of endangered eco-systems; activities which contribute to human happiness, dignity and education; 
  • the dignity and well being of non-human animals; 
  • the efficient use of human waste; 
  • the alleviation of poverty in all its forms; and 
  • the development and preservation of appropriate human buildings and landscape. 
 Avoids investments that is considered to unnecessarily: 
  • pollute land, air or water destroy or waste non-recurring resources; 
  • extract, create, produce, manufacture, or market materials, products, goods or services which have a harmful effect on humans, non-human animals or the environment; 
  • market, promote or advertise, products or services in a misleading or deceitful manner; 
  • create markets by the promotion or advertising of unwanted products or services; 
  • acquire land or commodities primarily for the purpose of speculative gain; 
  • create, encourage or perpetuate militarism or engage in the manufacture of armaments; 
  • entice people into financial over-commitment; exploit people through the payment of low wages or the provision of poor working conditions; 
  • discriminate by way of race, religion or sex in employment, marketing, or advertising practices; and 
  • contribute to the inhibition of human rights generally. 

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