Ethical Investment Advisers Mid-Cap Separately Managed Account

Product Name

Ethical Investment Advisers Mid-Cap Separately Managed Account

Issuer

Ethical Investment Advisers

Category

Investment product

Type

Separately Managed Account

Target

Retail

Certified Since

2014

Certification Symbol

Ethical

Asset Classes

Equities - Australian only

Markets

Australia

Investment Approaches

Negative Screening, Positive Screening

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 56 Animal cruelty
  • Riaa icons 36 Armaments
  • Riaa icons 42 Gambling
  • Riaa icons 55 Pornography
  • Riaa icons 45 Genetic engineering

Overview

Ethical Investment Advisers have created a Model Portfolio (otherwise known as a Separately Managed Account, or SMA) to provide investors with a way of investing in small and medium sized companies listed on the ASX which suit their ethical values. The portfolio, which is a combination of all of Ethical Investment Advisers best stock ideas, has a rigorous ethical screen which excludes all companies which are polluting or otherwise harming the environment or society. Companies which are doing positive things for the environment and society are specifically targeted for the portfolio.


Description


The ethical screening process has two stages. Firstly, a negative screen is applied to companies which are directly involved in harmful environmental activities and socially hazardous activities such as tobacco and weapons manufacture or gambling. Companies which do not pass the negative screen are excluded from the portfolio. Companies which are indirectly involved in these sectors (through distribution or via related parties) will not be explicitly excluded from the portfolio. Secondly, a positive screen is applied to companies which are involved in positive environmental activities or which provide benefits to society, such as healthcare, renewable energy and social welfare. All companies which pass the negative screen will be considered for investment; however the manager has a tendency towards positively screened investments. Ethical Investment Advisers continuously monitor all investments to ensure they continue to meet our environmental and socially responsible standards. If a company contravenes the ethical screening process, the manager will attempt to divest as soon as prudently possible.

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