Hunter Hall High Conviction Equities Trust

Product Name

Hunter Hall High Conviction Equities Trust

Issuer

Hunter Hall Investment Management

Category

Investment product

Type

Fund/Trust

Target

Retail, Wholesale

Certified Since

2016

Certification Symbol

Ethical

Asset Classes

Equities - International markets

Markets

Australia, New Zealand

Investment Approaches

Negative Screening, Other

It Includes

  • Riaa icons 11 More sustainable companies

It Excludes

  • Riaa icons 33 Fossil fuels
  • 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 42 Gambling

Overview

The HCT is managed using a 'value' investment style based on fundamental analysis of individual companies. It primarily invests in, but is not limited to, companies listed on the Australian and international stock exchanges, It's portfolio is highly concentrated of typically no more than 20 stocks,


Description


A highly concentrated, ethically screened Australian and international equities fund that invests in stocks that are trading substantially less than Hunter Hall’s assessment of their intrinsic value.

Other products certified by this organisation

Hunter Hall Australian Value Trust

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Hunter Hall Value Growth Trust

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Hunter Hall Global Equities Trust

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