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Amp capital profile

AMP Capital Ethical Leaders Balanced Fund

The Ethical Leaders Balanced Fund is managed to specific ‘responsible investment’ criteria which prohibit investments in certain companies or activities, and encourages investment in companies with...

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Amp capital profile

AMP Capital Ethical Leaders Conservative Fund

The Ethical Leaders Conservative Fund is managed to specific ‘responsible investment’ criteria which prohibit investments in certain companies or activities, and encourages investment in companies ...

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Amp capital profile

AMP Capital Ethical Leaders Global Shares Fund

The Ethical Leaders Global Shares Fund invests in shares listed on international share markets managed within a sustainable and responsible approach. The fund is managed to specific ‘responsible in...

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Amp capital profile

AMP Capital Ethical Leaders Growth Fund

The Ethical Leaders Growth Fund is managed to specific ‘responsible investment’ criteria which prohibit investments in certain companies or activities, and encourages investment in companies with s...

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Amp capital profile

AMP Capital Ethical Leaders Hedged Global Fixed Interest Fund

The Ethical Leaders Hedged Global Fixed Interest Fund is a diversified portfolio of international fixed interest securities using a combination of specialist investment managers. The multiple manag...

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AMP Capital Ethical Leaders International Share Fund

The AMP Capital Ethical Leaders Funds offered investors access to responsible investing opportunities across a wide range of asset classes, including shares, property and fixed income. The Funds ta...

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Amp capital profile

AMP Capital Ethical Leaders NZ Shares Fund

The AMP Capital Ethical Leaders NZ Shares Fund is a diversified portfolio of predominantly New Zealand shares across a range of industries and sectors. The portfolio may also invest in Australian ...

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AMP Capital Global Property Securities

The Fund provides investors with access to investment in listed real estate, primarily Real Estate Investment Trusts (REITs), listed on share markets around the world. Securities in which the Fund ...

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Amp capital profile

AMP Capital Global Property Securities

The Fund provides investors with access to investment in listed real estate, primarily Real Estate Investment Trusts (REITs), listed on share markets around the world. Securities in which the Fund ...

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AXA IM Sustainable Equity Fund

The Fund aims to achieve its investment objective by investing in a diversified portfolio of long equity positions of developed and Emerging Markets companies (excluding Australia) that the Investm...

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Aberdeen Standard Focused Sustainable Australian Equity Fund

The Fund will aim to generate strong long-term performance over the benchmark by allocating capital to best-in-class ESG (environmental, social and governance) companies, as well as those seeking t...

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Acadian Wholesale Sustainable Australian Equity

Acadian's Sustainable Australian Equity strategy seeks to maximise risk-adjusted, long-term active returns from a diversified portfolio of Australian securities while actively incorporating a range...

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Acadian Wholesale Sustainable Global Equity

The Acadian Wholesale Sustainable Global Equity Fund aims to maximise risk-adjusted, long term active returns from a diversified portfolio of global securities while actively incorporating a range ...

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Active Super Balanced

Balanced web page: The Balanced strategy generally invests a proportion of its funds in growth assets such as Australian and international equities and property, semi liquids and private equity and...

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Active Super Balanced Growth

Balanced Growth web page: The Balanced Growth strategy generally invests a high proportion of its funds in growth assets, such as Australian and international equities and property. The balance is ...

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Active Super Conservative

Conservative web page: The Conservative strategy generally invests a small proportion in growth assets and the balance in income-producing assets such as interest-bearing securities. This combinati...

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Active Super High Growth

High Growth web page: The High Growth strategy generally invests a very high proportion of its funds in growth assets, such as Australian and international equities and property. This combination a...

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Active Super Managed Cash

The Managed Cash strategy is for investors who want exposure to investments in money market securities with a very low risk of capital loss. The Managed Cash strategy invests predominantly in short...

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Active Super Whole of Fund

Extracts from "How we invest your money": "LGS invests on behalf of our members in a range of assets using a responsible investment approach. We believe that this approach minimises risks, gener...

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Affirmative Global Bond Fund

The Affirmative Global Bond Fund seeks to simultaneously create a positive and verifiable environmental and social impact, whilst targeting a total return in excess of the benchmark after fees over...

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Alphinity Sustainable Share Fund

The Alphinity Sustainable Share Fund provides a diversified portfolio of Australian stocks listed on the ASX that have strong Environment, Social and Governance (ESG) characteristics and, where pos...

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Altius Sustainable Bond Fund

The Altius Sustainable Bond Fund is a diversified portfolio of fixed interest securities designed to align with investors’ specific personal and social values without compromising returns over the ...

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Ausbil Active Sustainable Equity Fund

Ausbil’s active investment process aims to exploit the inefficiencies across the market, at all stages of the cycle and across all market conditions, with the aim of producing consistent and risk ...

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Australian Catholic Super and Retirement Fund Socially Responsible Option

The fund's aim is to achieve an investment return, after tax and investment expenses of at least 3.0% per annum above CPI, over rolling 10 year periods. This forms the basis of where we choose to i...

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Australian Ethical Australian Shares Fund

The Australian Ethical Australian Shares Fund offers investors the opportunity to invest in a diversified share portfolio of companies predominately listed on the ASX and selected on the basis of t...

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Australian Ethical Balanced Fund

The Australian Ethical Balanced Fund offers the opportunity to invest in a diversified portfolio of asset types and markets to reduce the volatility of returns. Asset classes include Australian and...

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Australian Ethical Diversified Shares Fund

The Australian Ethical Diversified Shares Fund offers investors an opportunity to invest in a diversified share portfolio of Australian and international companies on the basis of their social, env...

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Australian Ethical Emerging Companies Fund

The Australian Ethical Emerging Companies Fund offers investors the opportunity to invest in a diversified portfolio of shares in small capitalisation companies on the basis of their social, enviro...

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Australian Ethical Fixed Interest Fund

The Australian Ethical Fixed Interest Fund offers investors the opportunity to invest in a diversified portfolio of interest-bearing investments generating income. The Fund is invested in primarily...

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Australian Ethical High Conviction Fund

The Australian Ethical Australian Shares Fund offers investors the opportunity to invest in a diversified share portfolio of companies predominately listed on the ASX and selected on the basis of t...

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Australian Ethical High Growth Fund

The Fund invests primarily in growth assets such as Australian and international shares, unlisted property and alternative assets aligned with the Australian Ethical Charter.

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Australian Ethical Income Fund

The Australian Ethical Income Fund offers investors the opportunity to invest in a diversified portfolio of interest-bearing investments generating income. The Fund is invested in short-dated depos...

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Australian Ethical International Shares Fund

The Australian Ethical International Shares Fund offers investors the opportunity to invest in a diversified portfolio of companies listed on international stock exchanges, which meet the Australia...

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Australian Ethical Superannuation Australian Shares option

The Australian Ethical Superannuation Australian Shares option offers investors the opportunity to invest in a diversified share portfolio of companies predominately listed on the ASX and selected ...

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Australian Ethical Superannuation Balanced (accumulation) option

To provide a diversified portfolio that has an appropriate balance between income and capital growth investments with medium to high levels of risk, aligned with the Australian Ethical Charter. It ...

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Australian Ethical Superannuation Balanced (pension) option

To provide a diversified portfolio that has an appropriate balance between income and capital growth investments with medium to high levels of risk, aligned with the Australian Ethical Charter.

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Australian Ethical Superannuation Conservative option

To provide members with returns only moderately above inflation over a medium time horizon with low to medium levels of investment risk, aligned with the Australian Ethical Charter.

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Australian Ethical Superannuation Defensive option

To provide members with a portfolio focused on preservation of capital through low risk income generating investments, aligned with the Australian Ethical Charter.

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Australian Ethical Superannuation Growth option

To provide long term growth accompanied by high levels of risk through holding mostly growth assets, aligned with the Australian Ethical Charter.

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Australian Ethical Superannuation High Growth option

The Australian Ethical Superannuation High Growth option provides seeking capital growth through growth assets such as Australian and international shares, unlisted property and alternative assets....

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Australian Ethical Superannuation International Shares option

To provide long term growth accompanied by high levels of risk through investments in overseas companies aligned with the Australian Ethical Charter.

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Australian Ethical Whole of Fund

There are currently only three superannuation funds that have gained certification in RIAA's Superfund Whole of Fund category. This means that aside from all of the required disclosures related to ...

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Australian Farmlands Fund

The Australian Farmlands Funds represent an opportunity through which sophisticated and wholesale investors can access an agribusiness portfolio of irrigated farmland, water and environmental asset...

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Aware Super Australian Equities Socially Responsible Investment (SRI) option

Many people like to know their super is invested in a socially responsible way. We offer a socially responsible investment (SRI) option that balances competitive investment returns with community a...

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Baillie Gifford Global Stewardship Fund

The fund is a stock-driven global equity strategy with a focus on growth companies and long-term, low turnover approach. The fund combines expert regional stock picking with a global perspective in...

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Bell Global Emerging Companies Fund

An Australian unit trust, invested in a portfolio of high-quality global small and mid-cap equity securities with an ESG integrated investment approach. Bell Asset Management believe that integrat...

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Bell Global Equities Fund

An Australian unit trust, invested in a portfolio of high-quality global equity securities with an ESG integrated investment approach. Bell Asset Management believe that integrating ESG factors i...

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Bendigo Socially Responsible Growth Fund

The Fund adopts a responsible investment process that takes into account environmental, social and corporate governance (ESG) considerations by primarily investing with ESG conscious investment man...

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BetaShares Australian Sustainability Leaders ETF (ASX: FAIR)

FAIR provides simple, cost-effective and transparent exposure to a portfolio of sustainable, ethical Australian companies. The Fund owns stocks that have passed eligibility screens designed to excl...

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BetaShares Climate Change Innovation ETF (ASX: ERTH)

ERTH aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products a...

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BetaShares Ethical Diversified Balanced ETF (ASX: DBBF)

DBBF is built using BetaShares’ true-to-label, RIAA-certified ethical ETFs – which combine positive climate leadership screens with a broad set of ESG criteria. DBBF provides exposure to a passive ...

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BetaShares Ethical Diversified Growth ETF (ASX: DGGF)

DGGF is built using BetaShares’ true-to-label, RIAA-certified ethical ETFs – which combine positive climate leadership screens with a broad set of ESG criteria. DGGF provides exposure to a passive ...

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BetaShares Ethical Diversified High Growth ETF (ASX: DZZF)

DZZF is built using BetaShares’ true-to-label, RIAA-certified ethical ETFs – which combine positive climate leadership screens with a broad set of ESG criteria. DZZF provides exposure to a passive ...

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BetaShares Global Sustainability Leaders ETF (ASX: ETHI)

ETHI provides investors with a low-cost and easy way to obtain exposure to 200 large global stocks (excluding Australia) which are climate change leaders and which are not materially engaged in act...

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Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Porn white txt Riaa icons 21

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BetaShares Global Sustainability Leaders ETF – Currency Hedged (ASX: HETH)

HETH provides investors with a low-cost and easy way to obtain exposure to 200 large global stocks (excluding Australia) which are climate change leaders and which are not materially engaged in act...

Includes: Riaa icons 11 Riaa icons 10 Riaa icons 13 No inclusions5 Investment2

Fully excludes: Riaa icons 57 Riaa icons hr Riaa icons 24 Riaa icons 51 Porn white txt

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons 21

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BetaShares Sustainability Leaders Diversified Bond ETF - Currency Hedged (ASX: GBND)

GBND aims to track the performance of an index (before fees and expenses) that comprises a portfolio of global and Australian bonds screened to exclude issuers with material exposure to fossil fuel...

Includes: Riaa icons 10

Fully excludes: Riaa icons 57 Riaa icons hr Riaa icons 24

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 51 Porn white txt Riaa icons 21

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Blue Oceans Capital Wholesale Strategy

The Blue Oceans Capital Wholesale Strategy targets companies with rapidly-growing revenues and scalable-business-models, that have high sustainability and ESG standards. We recognise that the trans...

Includes: Riaa icons 10 Riaa icons 13 Investment2

Fully excludes: Riaa icons 27 Riaa icons 57 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 51 Riaa icons 21

Some exclusion screening: Riaa icons 22

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Booster Investment Scheme – Socially Responsible Balanced Fund

The fund’s objective is to provide an enhanced return over the long-term through capital gains. • It aims to achieve returns (after fees but before tax) of at least 2.5% per year above inflation ...

Includes: No inclusions5

Fully excludes:

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons 31 Riaa icons 51 Porn white txt Riaa icons 21

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Booster Investment Scheme – Socially Responsible High Growth Fund

• The fund’s objective is to maximise the potential for capital gains over the longterm. • It aims to achieve returns (after fees but before tax) of at least 4.5% per year above inflation over an...

Includes: No inclusions5

Fully excludes: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons 31 Riaa icons 51 Porn white txt Riaa icons 21

Some exclusion screening: Riaa icons 27 Riaa icons 19 Riaa icons 28 Riaa icons 31 Riaa icons 51 Porn white txt Riaa icons 21

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Booster Investment Scheme – Socially Responsible Moderate Fund

The fund’s objective is to provide relatively consistent returns, with some capital gains over the long-term. • It aims to achieve returns (after fees but before tax) of at least 1.75% per year a...

Includes: No inclusions5

Fully excludes: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons 51 Porn white txt Riaa icons 21

Some exclusion screening: Riaa icons 27 Riaa icons 19 Riaa icons 28 Riaa icons 31 Riaa icons 51 Porn white txt Riaa icons 21

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Booster KiwiSaver Scheme - Socially Responsible Investment Moderate Fund

The fund’s objective is to provide relatively consistent returns, with some capital gains over the long term. • It aims to achieve returns (after fees but before tax) of at least 1.75% per year a...

Includes: No inclusions5

Fully excludes: Riaa icons 22

Some exclusion screening: Riaa icons 27 Riaa icons 19 Riaa icons 28 Riaa icons 31 Riaa icons 51 Porn white txt Riaa icons 21

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Booster KiwiSaver Scheme – Socially Responsible Investment Balanced Fund

The fund’s objective is to provide an enhanced return over the long-term through capital gains. • It aims to achieve returns (after fees but before tax) of at least 2.5% per year above inflation ...

Includes: No inclusions5

Fully excludes: Riaa icons 22

Some exclusion screening: Riaa icons 27 Riaa icons 19 Riaa icons 28 Riaa icons 31 Riaa icons 51 Porn white txt Riaa icons 21

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Booster KiwiSaver Scheme – Socially Responsible Investment High Growth Fund

• The fund’s objective is to maximise the potential for capital gains over the long term. • It aims to achieve returns (after fees but before tax) of at least 4.5% per year above inflation over a...

Includes: No inclusions5

Fully excludes: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons 31 Riaa icons 51 Porn white txt Riaa icons 21

Some exclusion screening: Riaa icons 27 Riaa icons 19 Riaa icons 28 Riaa icons 31 Riaa icons 51 Porn white txt Riaa icons 21

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Booster SuperScheme - Sterling – Socially Responsible Balanced Portfolio

The fund’s objective is to provide an enhanced return over the long-term through capital gains. • It aims to achieve returns (after fees but before tax) of at least 2.5% per year above inflation o...

Includes:

Fully excludes: Riaa icons 22

Some exclusion screening: Riaa icons 27 Riaa icons 19 Riaa icons 28 Riaa icons 31 Riaa icons 51 Porn white txt Riaa icons 21

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Booster SuperScheme – Socially Responsible Balanced Portfolio

The fund’s objective is to provide an enhanced return over the long-term through capital gains. • It aims to achieve returns (after fees but before tax) of at least 2.5% per year above inflation ...

Includes: No inclusions5

Fully excludes: Riaa icons 22

Some exclusion screening: Riaa icons 27 Riaa icons 19 Riaa icons 28 Riaa icons 31 Riaa icons 51 Porn white txt Riaa icons 21

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Booster SuperScheme – Socially Responsible High Growth Portfolio

Investment objective and strategy • The fund’s objective is to maximise the potential for capital gains over the long term. • It aims to achieve returns (after fees but before tax) of at least 4....

Includes:

Fully excludes: Riaa icons 22

Some exclusion screening: Riaa icons 27 Riaa icons 19 Riaa icons 28 Riaa icons 51 Porn white txt Riaa icons 21

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Candriam Sustainable Global Equity Fund

The Candriam Sustainable Global Equity Fund is a global core international equity fund benchmarked to the $A MSCI World, net dividends reinvested. Candriam Investors Group sustainable management ph...

Includes: Investment2

Fully excludes:

Some exclusion screening: Riaa icons 27 Riaa icons 57 Riaa icons 22 Riaa icons 28 Riaa icons 31 Riaa icons hr Riaa icons 24 Riaa icons 51 Porn white txt Riaa icons 21

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Christian Super Ethical Balanced Growth

Christian Super investment options are invested in accordance with Biblical principles, consistent with our Statement of Faith. Christian Super Ethical Balanced Growth is a diversified option with ...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 11 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 13 Riaa icons 31 Investment2

Fully excludes: Riaa icons 57 Riaa icons 31 Riaa icons hr Riaa icons 24 Riaa icons 51

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Porn white txt Riaa icons 21

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Christian Super Ethical Cash

Christian Super Ethical cash is invested in accordance with Biblical principles, consistent with our Statement of Faith. It is made up of 100% cash assets.

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 11 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 13 Riaa icons 31 Investment2

Fully excludes: Riaa icons 57 Riaa icons 31 Riaa icons hr Riaa icons 24 Riaa icons 51

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Porn white txt Riaa icons 21

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Christian Super Ethical Conservative Balanced

Christian Super investment options are invested in accordance with Biblical principles, consistent with our Statement of Faith. Christian Super Ethical Conservative Balanced is a diversified option...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 11 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 13 Riaa icons 31 Investment2

Fully excludes: Riaa icons 57 Riaa icons 31 Riaa icons hr Riaa icons 24

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Porn white txt Riaa icons 21

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Christian Super Ethical Growth Plus

Christian Super investment options are invested in accordance with Biblical principles, consistent with our Statement of Faith. Christian Super Ethical Growth Plus is a diversified option with a gr...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 11 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 13 Riaa icons 31 Investment2

Fully excludes: Riaa icons 57 Riaa icons 31 Riaa icons hr Riaa icons 24 Riaa icons 51

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Porn white txt Riaa icons 21

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Christian Super Ethical High Growth

Christian Super investment options are invested in accordance with Biblical principles, consistent with our Statement of Faith. Christian Super Ethical High Growth is a diversified option with high...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 11 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 13 Riaa icons 31 Investment2

Fully excludes: Riaa icons 57 Riaa icons 31 Riaa icons hr Riaa icons 24 Riaa icons 51

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Porn white txt Riaa icons 21

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Christian Super Ethical Index Shares

Christian Super Ethical Index Shares is invested in accordance with Biblical principles, consistent with our Statement of Faith. It is made up of 100% growth assets in Australian and international ...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 11 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 13 Riaa icons 31 Investment2

Fully excludes: Riaa icons 57 Riaa icons 31 Riaa icons hr Riaa icons 24 Riaa icons 51

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Porn white txt Riaa icons 21

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Christian Super Ethical Stable

Christian Super investment options are invested in accordance with Biblical principles, consistent with our Statement of Faith. Christian Super Ethical Stable is a diversified option with lower ris...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 11 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 13 Riaa icons 31 Investment2

Fully excludes: Riaa icons 57 Riaa icons 31 Riaa icons hr Riaa icons 24 Riaa icons 51

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Porn white txt Riaa icons 21

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Christian Super My Ethical Super

Christian Super investment options are invested in accordance with Biblical principles, consistent with our Statement of Faith. Christian Super My Ethical Super is a diversified option with a growt...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 11 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 13 Riaa icons 31 Investment2

Fully excludes: Riaa icons 57 Riaa icons 31 Riaa icons hr Riaa icons 24 Riaa icons 51

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Porn white txt Riaa icons 21

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Christian Super Whole of Fund

There are currently only three superannuation funds that have gained certification in RIAA's Superfund Whole of Fund category. This means that aside from all of the required disclosures related to ...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 11 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 13 Riaa icons 31 Investment2

Fully excludes: Riaa icons 57 Riaa icons 31 Riaa icons hr Riaa icons 24 Riaa icons 51

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Porn white txt Riaa icons 21

Dnr capital

DNR Capital Australian Equities Socially Responsible Portfolio

The Australian Equities Socially Responsible Portfolio is designed for investors who are seeking a competitive return but do not want investments judged to have involvement in gaming, pornography, ...

Includes: Investment2

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 28 Porn white txt Riaa icons 21

Dnr capital

DNR Capital Australian Equities Socially Responsible SMA

The Australian Equities Socially Responsible Portfolio is designed for investors who are seeking a competitive return but do not want investments judged to have involvement in gaming, pornography, ...

Includes: Investment2

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 28 Porn white txt Riaa icons 21

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Ellerston Asia Growth Fund

The Fund's investment strategy is to construct a high quality portfolio with exposure to primarily large cap Asian Companies using the Manager's distinctive high growth, high conviction and benchma...

Includes: No inclusions5

Fully excludes: Riaa icons 22 Riaa icons hr Riaa icons 24

Some exclusion screening: Riaa icons 19 Riaa icons 28 Riaa icons 51 Porn white txt Riaa icons 21

Ellerston capital primary 1

Ellerston Asian Investments (ASX: EAI)

The Fund's investment strategy is to construct a high quality portfolio with exposure to primarily large cap Asian Companies using the Manager's distinctive high growth, high conviction and benchma...

Includes: No inclusions5

Fully excludes: Riaa icons 22 Riaa icons hr Riaa icons 24

Some exclusion screening: Riaa icons 19 Riaa icons 28 Riaa icons 51 Porn white txt Riaa icons 21

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Ethical Investment Mid-Cap Portfolio

Ethical Investment Advisers utilises a two stage screening process for the portfolio. Firstly, a negative screen is applied to companies which are involved in harmful environmental activities and...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 10 Tree green background Investment2

Fully excludes: Riaa icons 57 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons 31 Riaa icons hr Riaa icons 20 Riaa icons 51 Porn white txt Riaa icons 21

Some exclusion screening:

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Federation Alternative Investments

Federation Alternative Investments is a private equity fund that invests in renewable energy assets, social, health and education real estate, and growing operating companies that meet a social and...

Includes: Riaa icons 14 Riaa icons 12 Riaa icons 11 Riaa icons 10 Riaa icons 15

Fully excludes: Riaa icons 27 Riaa icons 22 Riaa icons 28 Riaa icons hr Riaa icons 24 Riaa icons 20 Riaa icons 51 Porn white txt Riaa icons 21

Some exclusion screening: Riaa icons 57 Riaa icons 19

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Fidelity Sustainable Water and Waste Fund

Invests globally in companies involved in the design, manufacture, or sale of products and services in connection with the water and waste management sectors.

Includes: Riaa icons 31

Fully excludes: Riaa icons 31 Riaa icons 51

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 21

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Future Super Balanced Growth Pension

Future Super’s mission is to seek out financially rewarding investments in companies that are working for a better planet. Our investment strategy seeks to provide a competitive financial retur...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 10 Riaa icons 15 Riaa icons 13

Fully excludes: Riaa icons 57 Riaa icons hr Riaa icons 24 Riaa icons 51

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Porn white txt Riaa icons 21

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Future Super Balanced Index

Future Super’s mission is to seek out financially rewarding investments in companies that are working for a better planet. Our investment strategy seeks to provide a competitive financial retur...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 11 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 13 Riaa icons 31 Investment2

Fully excludes: Riaa icons 57 Riaa icons hr Riaa icons 24 Riaa icons 51

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Porn white txt Riaa icons 21

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Future Super Renewables Plus Growth

Future Super’s mission is to seek out financially rewarding investments in companies that are working for a better planet. Our investment strategy seeks to provide a competitive financial retur...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 11 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 13 Riaa icons 31 Investment2

Fully excludes: Riaa icons 57 Riaa icons hr Riaa icons 24 Riaa icons 51

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Porn white txt Riaa icons 21

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Global Sustainable Equity Fund

The Fund follows a multi-thematic responsible investment strategy focused on sustainable development. The Fund is actively managed, combining strong views on sustainable themes and stock picking. ...

Includes: Riaa icons 12 Riaa icons 11 Riaa icons 10 Riaa icons 15 Riaa icons 13 Riaa icons 31 Investment2

Fully excludes: Riaa icons 22 Riaa icons hr Riaa icons 24

Some exclusion screening: Riaa icons 27 Riaa icons 19 Riaa icons 28 Riaa icons 31 Riaa icons 51 Porn white txt Riaa icons 21

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Global Sustainable Equity Fund

The Fund is managed by Alphinity and seeks to invest in a diversified portfolio of leading sustainable companies, which are aligned with one or more of the United Nations’ Sustainable Development G...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 13 Riaa icons 31

Fully excludes: Riaa icons 22 Riaa icons 21

Some exclusion screening: Riaa icons 27 Riaa icons 57 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 24 Riaa icons 20 Riaa icons 51 Porn white txt

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Harbour Australasian Equity Focus Fund

The Fund incorporates an environmental, social and governance (ESG) strategy involving integration of Harbour’s proprietary Corporate Behaviour Survey and external provider scores into investment ...

Includes:

Fully excludes:

Some exclusion screening:

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Harbour Australasian Equity Fund

Harbour uses quantitative screens in its investment process to rank investment opportunities. Harbour’s ESG score is included in all Harbour funds active quantitative screens. All other things bein...

Includes:

Fully excludes: Riaa icons 22 Porn white txt

Some exclusion screening:

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Harbour Sustainable NZ Shares Fund

The Fund is managed against companies in the S&P NZX Portfolio Index, with exclusions to companies that are exposed to large carbon emitters, alcohol, gambling, munitions, adult entertainment, nu...

Includes:

Fully excludes:

Some exclusion screening:

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Haven Wealth Partners Ethical Absolute Return Fund

The Fund applies stringent positive and negative screens to ensure that the portfolio is truly ethical and seeks to fully exclude key areas of involvement rather than only partially exclude them (a...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 13 Riaa icons 31

Fully excludes: Riaa icons 27 Riaa icons 57 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons 31 Riaa icons hr Riaa icons 24 Riaa icons 20 Riaa icons 51 Porn white txt Riaa icons 21

Some exclusion screening:

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Infradebt Ethical Fund

The Infradebt Ethical Fund provides loans to renewable energy and social infrastructure projects in Australia. By lending directly to projects, IEF provides higher returns as well as supporting pr...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 11 Riaa icons 10 Riaa icons 15 Riaa icons 13 Riaa icons 31

Fully excludes: Riaa icons 27 Riaa icons 57 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons 31 Riaa icons hr Riaa icons 24 Riaa icons 20 Riaa icons 51 Porn white txt Riaa icons 21

Some exclusion screening:

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Inspire Australian Equities Fund

The purpose of the Inspire Australian equity funds is to help deliver, accelerate, and scale the positive social and environmental impacts of businesses listed on the ASX.

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 11 Riaa icons 10 Riaa icons 15 Tree green background

Fully excludes: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 24 Riaa icons 20 Riaa icons 51 Porn white txt Riaa icons 21

Some exclusion screening:

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Intelligent Investor Ethical Share Fund (Managed Fund)

The Intelligent Investor Australian Ethical Share Fund (ASX: INES) has implemented an investment style and process that systematically takes into account environmental, social, governance and ethic...

Includes: No inclusions5

Fully excludes:

Some exclusion screening: Riaa icons 27 Riaa icons 57 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 24 Riaa icons 20 Riaa icons 51 Porn white txt Riaa icons 21

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Investa Commercial Property Fund

Investa is committed to conduct throughout the organisation that is ethical, legal, and professional. Investa is further committed to the principles of sustainability encompassing environmental, so...

Includes: Riaa icons 32

Fully excludes:

Some exclusion screening:

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Kiwi Investment Management Cash Fund

The Cash Fund provides investors with access to a portfolio of cash investments.

Includes: Investment2

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 51 Riaa icons 21

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Kiwi Investment Management Core Fixed Income Fund

The Core Fixed Income Fund provides investors with access to an actively managed diversified portfolio of New Zealand and global fixed interest and cash investments of varying maturities.

Includes: Investment2

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 51 Riaa icons 21

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Kiwi Investment Management Global Quantitative Fund

The Global Quantitative Fund provides investors with access to an actively managed diversified portfolio of global shares using a multi-factor selection approach with a view to adding value to glo...

Includes: Investment2

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 51 Riaa icons 21

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Kiwi Investment Management Global Thematic Fund

The Global Thematic Fund provides investors with access to an actively managed portfolio of global shares that aims to achieve returns in excess of the MSCI ACWI over the medium to longer term. In...

Includes: Investment2

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 51 Riaa icons 21

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Kiwi Investment Management Wholesale Core Global Fund

The Core Global Fund provides investors with access to a diversified portfolio of global shares and other growth investments with an enhanced index management approach with a view to adding value ...

Includes: Investment2

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 51 Riaa icons 21

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Kiwi Wealth Fixed Interest Fund

The Fixed Interest Fund provides investors with access to an actively managed diversified portfolio of New Zealand and global fixed interest investments.

Includes: Investment2

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 51 Riaa icons 21

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Kiwi Wealth Growth Fund

The Growth Fund provides investors with access to an actively managed diversified portfolio of primarily shares and other growth assets with a view to delivering superior returns to the global sha...

Includes: Investment2

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 51 Riaa icons 21

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Kiwi Wealth KiwiSaver Scheme Balanced Investment Fund

The Kiwi Wealth KiwiSaver Scheme Balanced Investment Fund aims to provide strong returns for investors with a 5-10 year time horizon. Responsible Investment forms a core part of our investment proc...

Includes: Investment2

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 51 Riaa icons 21

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Kiwi Wealth KiwiSaver Scheme Cash Plus portfolio

The Kiwi Wealth KiwiSaver Scheme Balanced Investment Fund aims to provide strong returns for investors with a 5-10 year time horizon. Responsible Investment forms a core part of our investment proc...

Includes: Investment2

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 51 Riaa icons 21

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Kiwi Wealth KiwiSaver Scheme Cash portfolio

The Kiwi Wealth KiwiSaver Scheme Balanced Investment Fund aims to provide strong returns for investors with a 5-10 year time horizon. Responsible Investment forms a core part of our investment proc...

Includes: Investment2

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 51 Riaa icons 21

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Kiwi Wealth KiwiSaver Scheme Conservative Investment Fund

The Kiwi Wealth KiwiSaver Scheme Conservative Investment Fund aims to provide strong returns for investors with a 1-5 year time horizon. Responsible Investment forms a core part of our investment p...

Includes: Investment2

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 51 Riaa icons 21

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Kiwi Wealth KiwiSaver Scheme Default Conservative Investment Fund

The Kiwi Wealth KiwiSaver Scheme Default Investment Fund aims to provide strong returns for investors with a 1-5 year time horizon. Responsible Investment forms a core part of our investment proces...

Includes: Investment2

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 51 Riaa icons 21

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Kiwi Wealth KiwiSaver Scheme Growth Investment Fund

The Kiwi Wealth KiwiSaver Scheme Growth Investment Fund aims to provide strong returns for investors with a 10-year-plus time horizon. Responsible Investment forms a core part of our investment pro...

Includes: Investment2

Fully excludes:

Some exclusion screening: Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 51 Riaa icons 21

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Kiwi Wealth Managed Funds Balanced Fund

To exceed the returns you would receive from investing 45% of your funds in New Zealand fixed interest assets and cash, and 55% in global shares.” The Investment Manager maintains a responsible in...

Includes: Investment2

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 51 Riaa icons 21

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Kiwi Wealth Managed Funds Conservative Fund

To exceed the returns you would receive from investing 85% of your funds in New Zealand fixed interest assets and cash, and 15% in global shares The Investment Manager maintains a responsible inve...

Includes: Investment2

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 51 Riaa icons 21

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Kiwi Wealth Managed Funds Growth Fund

To exceed the returns you would receive from investing 85% of your funds in global shares and 15% in New Zealand fixed interest assets and cash. The Investment Manager maintains a responsible inve...

Includes: Investment2

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 51 Riaa icons 21

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Maple-Brown Abbott Responsible Investment Fund

The Maple-Brown Abbott Responsible Investment Fund (the “Fund”) is an actively managed Australian share fund that delivers responsible investment through the adoption of an integration, engagemen...

Includes: No inclusions5

Fully excludes:

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons 51 Porn white txt Riaa icons 21

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Medical Assurance Society KiwiSaver Plan Aggressive Fund

The Medical Assurance Society (MAS) KiwiSaver Plan funds investment policies reflect our commitment to a sustainable and healthy future for New Zealand, our planet, and its people.

Includes: No inclusions5

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 21

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Medical Assurance Society KiwiSaver Plan Balanced Fund

The Medical Assurance Society (MAS) KiwiSaver Plan funds investment policies reflect our commitment to a sustainable and healthy future for New Zealand, our planet, and its people.

Includes: No inclusions5

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 21

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Medical Assurance Society KiwiSaver Plan Cash Fund

Includes: No inclusions5

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 21

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Medical Assurance Society KiwiSaver Plan Conservative Fund

The Medical Assurance Society (MAS) KiwiSaver Plan funds investment policies reflect our commitment to a sustainable and healthy future for New Zealand, our planet, and its people.

Includes: No inclusions5

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 21

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Medical Assurance Society KiwiSaver Plan Global Equities Fund

The Medical Assurance Society (MAS) KiwiSaver Plan funds investment policies reflect our commitment to a sustainable and healthy future for New Zealand, our planet, and its people.

Includes: No inclusions5

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 21

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Medical Assurance Society KiwiSaver Plan Growth Fund

The Medical Assurance Society (MAS) KiwiSaver Plan funds investment policies reflect our commitment to a sustainable and healthy future for New Zealand, our planet, and its people.

Includes: No inclusions5

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 21

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Medical Assurance Society KiwiSaver Plan Moderate Fund

The Medical Assurance Society (MAS) KiwiSaver Plan funds investment policies reflect our commitment to a sustainable and healthy future for New Zealand, our planet, and its people.

Includes: No inclusions5

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 21

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Medical Assurance Society Retirement Savings Plan Aggressive Fund

The Medical Assurance Society (MAS) Retirement Savings funds investment policies reflect our commitment to a sustainable and healthy future for New Zealand, our planet, and its people.

Includes: No inclusions5

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 21

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Medical Assurance Society Retirement Savings Plan Balanced Fund

The Medical Assurance Society (MAS) Retirement Savings funds investment policies reflect our commitment to a sustainable and healthy future for New Zealand, our planet, and its people.

Includes: No inclusions5

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 21

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Medical Assurance Society Retirement Savings Plan Cash Fund

The Medical Assurance Society (MAS) Retirement Savings funds investment policies reflect our commitment to a sustainable and healthy future for New Zealand, our planet, and its people.

Includes: No inclusions5

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 21

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Medical Assurance Society Retirement Savings Plan Conservative Fund

The Medical Assurance Society (MAS) Retirement Savings funds investment policies reflect our commitment to a sustainable and healthy future for New Zealand, our planet, and its people.

Includes: No inclusions5

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 21

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Medical Assurance Society Retirement Savings Plan Global Equities Fund

The Medical Assurance Society (MAS) Retirement Savings funds investment policies reflect our commitment to a sustainable and healthy future for New Zealand, our planet, and its people.

Includes: No inclusions5

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 21

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Medical Assurance Society Retirement Savings Plan Growth Fund

The Medical Assurance Society (MAS) Retirement Savings funds investment policies reflect our commitment to a sustainable and healthy future for New Zealand, our planet, and its people.

Includes: No inclusions5

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 21

Compressed maslogo

Medical Assurance Society Retirement Savings Plan Moderate Fund

The Medical Assurance Society (MAS) Retirement Savings funds investment policies reflect our commitment to a sustainable and healthy future for New Zealand, our planet, and its people.

Includes: No inclusions5

Fully excludes:

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 21

Mercer profile

Mercer KiwiSaver Balanced Fund

Responsible investment, including environmental, social, and governance considerations, are taken into account in the investment policies and procedures of the scheme as at the date of this produc...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 10 Riaa icons 15 Investment2

Fully excludes:

Some exclusion screening:

Mercer profile

Mercer KiwiSaver Cash Fund

Responsible investment, including environmental, social, and governance considerations, are taken into account in the investment policies and procedures of the scheme as at the date of this product...

Includes:

Fully excludes:

Some exclusion screening:

Mercer profile

Mercer KiwiSaver Conservative Fund

Responsible investment, including environmental, social, and governance considerations, are taken into account in the investment policies and procedures of the scheme as at the date of this product...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 10 Riaa icons 15 Investment2

Fully excludes:

Some exclusion screening: Riaa icons 27 Riaa icons 28 Porn white txt

Mercer profile

Mercer KiwiSaver Growth Fund

Responsible investment, including environmental, social, and governance considerations, are taken into account in the investment policies and procedures of the scheme as at the date of this product...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 10 Riaa icons 15 Investment2

Fully excludes:

Some exclusion screening:

Mercer profile

Mercer KiwiSaver High Growth Fund

Responsible investment, including environmental, social, and governance considerations, are taken into account in the investment policies and procedures of the scheme as at the date of this product...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 10 Riaa icons 15 Investment2

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Mercer profile

Mercer KiwiSaver Moderate Fund

Responsible investment, including environmental, social, and governance considerations, are taken into account in the investment policies and procedures of the scheme as at the date of this product...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 10 Riaa icons 15 Investment2

Fully excludes:

Some exclusion screening:

Mercer profile

Mercer KiwiSaver Shares Fund

Responsible investment, including environmental, social, and governance considerations, are taken into account in the investment policies and procedures of the scheme as at the date of this product...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 10 Riaa icons 15 Investment2

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Some exclusion screening:

Mercer profile

Mercer Socially Responsible Australian Shares Fund

The Mercer Socially Responsible Australian Shares Fund provides exposure to Australian shares using a socially responsible and multi-manager approach. ESG considerations, including labour standards...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 10 Riaa icons 15 Investment2

Fully excludes:

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Porn white txt Riaa icons 21

Mercer profile

Mercer Socially Responsible Global Shares Fund -Hedged Units

Mercer builds sustainability principles into investment portfolios to help protect and enhance the value of the Funds’ investments. Looking beyond traditional financial factors to consider the pote...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 11 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 13 Riaa icons 31

Fully excludes:

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Porn white txt Riaa icons 21

Mercer profile

Mercer Socially Responsible Global Shares Fund -Unhedged Units

The Mercer Socially Responsible Global Shares Fund provides exposure to Global shares using a socially responsible and multi-manager approach. ESG considerations, including labour standards, climat...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 11 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 13 Riaa icons 31 Investment2

Fully excludes:

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Porn white txt Riaa icons 21

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Morphic Ethical Equities Fund

The Fund seeks to invest in companies which provide products and services that we consider are likely to improve the planet such as (but not limited to): Finding solutions for reducing the emission...

Includes: Riaa icons 14 Riaa icons 10 Riaa icons 15 Riaa icons 13 Riaa icons 31 Investment2

Fully excludes: Riaa icons 22 Riaa icons 28 Riaa icons hr Riaa icons 24 Riaa icons 20 Porn white txt

Some exclusion screening: Riaa icons 27 Riaa icons 19 Riaa icons 21

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Murray-Darling Basin Balanced Water Fund

The Murray Darling Basin Balanced Water Fund (the Fund) is the first investment vehicle in Australia to provide investors the opportunity to achieve multiple objectives of securing water for agricu...

Includes: Riaa icons 31

Fully excludes: Riaa icons 27 Riaa icons 57 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons 31 Riaa icons hr Riaa icons 24 Riaa icons 20 Riaa icons 51 Porn white txt Riaa icons 21

Some exclusion screening:

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MySuper Age Based Investment Strategy

MySuper Age Based Investment product consists of investments in a "particular pre-mixed investment option according to the member's age". This product is responsibly invested across different ass...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 11 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 13 Riaa icons 31 Investment2

Fully excludes:

Some exclusion screening: Riaa icons 28 Riaa icons hr Riaa icons 24 Riaa icons 20 Riaa icons 51 Riaa icons 21

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NT World Green Transition Index Fund

The NT World Green Transition Index Fund seeks to closely match the risk and return profile of the MSCI World Custom ESG Climate Series A Index. The Index combines Northern Trust’s long-standing En...

Includes: Riaa icons 32 Riaa icons 10 Tree green background Riaa icons 31

Fully excludes: Riaa icons hr Riaa icons 24

Some exclusion screening: Riaa icons 22 Riaa icons 19 Riaa icons 51 Riaa icons 21

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Nanuk New World Fund

The Nanuk New World Fund is a responsible, sustainably themed, ESG and ethically aware fund which allows investors to access to a well-diversified portfolio of listed global companies whose busines...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 13 Riaa icons 31 Investment2

Fully excludes: Riaa icons 22 Riaa icons 28 Riaa icons hr Riaa icons 24 Riaa icons 51 Porn white txt Riaa icons 21

Some exclusion screening: Riaa icons 27 Riaa icons 19 Riaa icons 51

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New Zealand Superannuation Fund

The New Zealand Superannuation Fund was established to save now in order to help pay for the future cost of providing universal superannuation. In this way the Fund helps smooth the cost of superan...

Includes: No inclusions5 Riaa icons 11 Riaa icons 10 Riaa icons 15 Tree green background

Fully excludes: Riaa icons 22 Riaa icons 21

Some exclusion screening:

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Pathfinder Global Responsibility Fund

Objectives: (1) invest in global equities that satisfy Pathfinder’s socially responsible investment screening and (2) achieve a medium to long-term return higher than the Morningstar Developed Mark...

Includes: No inclusions5 Riaa icons 10 Tree green background Riaa icons 13 Riaa icons 31 Investment2

Fully excludes: Riaa icons 22 Riaa icons 28 Riaa icons hr Riaa icons 24 Porn white txt Riaa icons 21

Some exclusion screening: Riaa icons 19

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Pathfinder Global Water Fund

Objectives: (1) invest in companies involved in the water industry that satisfy Pathfinder’s socially responsible investment screening and (2) achieve a medium to long-term return higher than the N...

Includes: No inclusions5 Tree green background Riaa icons 31 Investment2

Fully excludes: Riaa icons 27 Riaa icons 57 Riaa icons 22 Riaa icons 28 Riaa icons 31 Riaa icons 24 Riaa icons 51 Porn white txt Riaa icons 21

Some exclusion screening: Riaa icons 19

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Pathfinder KiwiSaver Funds

Ethical decisions are at the heart of our investment policy. We take our commitments to the UNPRI and the Sustainable Development Goals to which that relates seriously. We have three pillars in w...

Includes: Riaa icons 10 Tree green background Riaa icons 31

Fully excludes: Riaa icons 27 Riaa icons 57 Riaa icons 22 Riaa icons 28 Riaa icons 31 Riaa icons hr Riaa icons 24 Porn white txt Riaa icons 21

Some exclusion screening: Riaa icons 19 Riaa icons 51

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Pendal Global Select Fund

The Pendal Global Select Fund is designed for investors who want the potential for long-term capital growth from a concentrated portfolio of listed global equities, with an investment timeframe of ...

Includes: Investment2

Fully excludes: Riaa icons 21

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Porn white txt

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Pendal Horizon Fund (formerly Ethical Share Fund)

The Fund is designed for investors who want the potential for long term capital growth from a high conviction, values-oriented, concentrated portfolio of typically 15-35 stocks that invests in busi...

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 13 Riaa icons 31

Fully excludes: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons 21

Some exclusion screening: Riaa icons 57 Riaa icons hr Riaa icons 24 Riaa icons 20 Riaa icons 51 Porn white txt

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Pendal Multi-Asset Target Return Fund

The Pendal Multi-Asset Target Return Fund (Fund) is an actively managed multi-asset class portfolio that invests in Australian and international shares, Australian and international listed propert...

Includes:

Fully excludes:

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 24 Porn white txt Riaa icons 21

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Pendal Sustainable Australian Fixed Interest Fund

The Pendal Sustainable Australian Fixed Interest Fund is an actively managed portfolio of Australian fixed interest securities. Investments are selected based on a range of sustainable, ethical and...

Includes: Riaa icons 32 Riaa icons 11 Riaa icons 10 Riaa icons 15

Fully excludes:

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 24 Porn white txt Riaa icons 21

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Pendal Sustainable Australian Share Fund

The Pendal Sustainable Australian Share Fund is an actively managed portfolio of Australian shares. Investments are selected based on a range of sustainable, ethical and financial criteria.

Includes: Riaa icons 32 Riaa icons 12 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 13 Riaa icons 31

Fully excludes: Riaa icons 57

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 24 Riaa icons 20 Porn white txt Riaa icons 21

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Pendal Sustainable Balanced Fund

The Pendal Sustainable Balanced Fund is an actively managed diversified portfolio that invests in Australian and international shares, Australian and international property securities, Australian a...

Includes: Riaa icons 32 Riaa icons 11 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 13 Riaa icons 31

Fully excludes:

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 24 Porn white txt Riaa icons 21

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Pendal Sustainable Conservative Fund

The Pendal Sustainable Conservative Fund is an actively-managed diversified portfolio that invests in Australian and international shares, Australian and international property securities, Australi...

Includes: Riaa icons 32 Riaa icons 12 Riaa icons 11 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 13 Riaa icons 31

Fully excludes:

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 24 Porn white txt Riaa icons 21

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Pendal Sustainable Future Australian Share Portfolio

The Pendal Sustainable Future Australian Share Portfolio is an actively managed portfolio of Australian shares. Investments are selected on a range of sustainable, ethical and financial criteria.

Includes: Riaa icons 14 Riaa icons 32 Riaa icons 12 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 13 Riaa icons 31

Fully excludes: Riaa icons 27 Riaa icons 22 Riaa icons 28 Porn white txt Riaa icons 21

Some exclusion screening: Riaa icons 19 Riaa icons hr Riaa icons 24

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Pendal Sustainable International Fixed Interest Fund

The Pendal Sustainable International Fixed Interest Fund is an actively managed portfolio of international fixed interest securities. Investments are selected on a range of sustainable, ethical and...

Includes: Riaa icons 32 Riaa icons 12 Riaa icons 11 Riaa icons 10 Riaa icons 15

Fully excludes:

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 24 Porn white txt Riaa icons 21

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Pendal Sustainable International Share Fund

The Pendal Sustainable International Share Fund is an actively managed portfolio of international shares. Investments are selected on a range of sustainable, ethical and financial criteria.

Includes: Riaa icons 32 Riaa icons 12 Riaa icons 10 Riaa icons 15

Fully excludes:

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 24 Porn white txt Riaa icons 21

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Pengana Axiom International Ethical Fund

The Pengana Axiom International Ethical Fund is principally invested in an ethically screened portfolio of listed global equities. The objective of the Fund is to obtain returns greater than the MS...

Includes: Riaa icons 12

Fully excludes: Riaa icons hr Riaa icons 24

Some exclusion screening: Riaa icons 27 Riaa icons 57 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons 31 Riaa icons 20 Riaa icons 51 Porn white txt Riaa icons 21

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Pengana Axiom International Ethical Fund (Hedged)

The Pengana Axiom International Ethical Fund invests in companies that are dynamically growing and changing for the better, more rapidly than generally expected and where the positive changes are n...

Includes: Riaa icons 12 No inclusions5

Fully excludes: Riaa icons hr Riaa icons 24

Some exclusion screening: Riaa icons 27 Riaa icons 57 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons 31 Riaa icons 20 Riaa icons 51 Porn white txt Riaa icons 21

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Pengana High Conviction Equities Fund

The objective of the High Conviction Equities Fund (HCF) is to achieve capital growth over the long term by investing in an ethically screened portfolio of Australian and international equities. Th...

Includes: No inclusions5

Fully excludes: Riaa icons 57 Riaa icons 22 Riaa icons 28 Riaa icons hr Riaa icons 24 Riaa icons 20 Riaa icons 51 Riaa icons 21

Some exclusion screening: Riaa icons 19

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Pengana International Equities Limited (ASX: PIA)

Pengana International Equities Limited (ASX: PIA) provides access to the benefits of an actively managed core portfolio of 30-50 ethically screened companies across developed and developing global ...

Includes: Riaa icons 12

Fully excludes: Riaa icons hr Riaa icons 24

Some exclusion screening: Riaa icons 27 Riaa icons 57 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons 31 Riaa icons 20 Riaa icons 51 Porn white txt Riaa icons 21

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Pengana WHEB Sustainable Impact Fund

The Pengana WHEB Sustainable Impact Fund invests in a diversified global portfolio of companies with activities identified by WHEB as providing solutions to the challenges of sustainability. The Fu...

Includes: Riaa icons 14 Riaa icons 12 Riaa icons 11 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 13 Riaa icons 31 Investment2

Fully excludes:

Some exclusion screening: Riaa icons 57 Riaa icons 22 Riaa icons 19 Riaa icons 21

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Perennial Better Future Trust

The Trust is an actively managed portfolio of mainly smaller and mid cap listed companies that are considered to be Better Future Investments. Perennial’s analysts use environmental, social and gov...

Includes: Riaa icons 14 Riaa icons 12 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 31 Investment2

Fully excludes: Riaa icons 27 Riaa icons 57 Riaa icons 22 Riaa icons 28 Riaa icons 20 Porn white txt Riaa icons 21

Some exclusion screening: Riaa icons 19 Riaa icons 51

Perpetual profile

Perpetual Ethical SRI Credit Fund

The Perpetual Ethical SRI Credit Fund aims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index (before fees and taxes) over rolling three-year periods by in...

Includes:

Fully excludes:

Some exclusion screening: Riaa icons 27 Riaa icons 57 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons 31 Riaa icons hr Riaa icons 24 Riaa icons 51 Porn white txt Riaa icons 21

Perpetual profile

Perpetual WealthFocus Super Plan-Ethical SRI Option

Objective: Aims to provide long-term capital growth and regular income through investment in quality shares of ethical and socially responsible companies. The fund aims to outperform the S&P/ASX 3...

Includes:

Fully excludes:

Some exclusion screening: Riaa icons 27 Riaa icons 57 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons 31 Riaa icons 51 Porn white txt Riaa icons 21

Perpetual profile

Perpetual Wholesale Ethical SRI Fund

The Perpetual Wholesale Ethical SRI Fund aims to: · provide long-term capital growth and regular income through investment in quality shares of ethical and socially responsible companies. · ou...

Includes:

Fully excludes:

Some exclusion screening: Riaa icons 27 Riaa icons 57 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons 31 Riaa icons 51 Porn white txt Riaa icons 21

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Providence Infrastructure Fund

The Providence Infrastructure Fund provides investors with exposure to a diversified portfolio of infrastructure assets used in the generation, storage and delivery of renewable energy in Australia...

Includes: Riaa icons 10

Fully excludes: Riaa icons 57 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Riaa icons 24 Riaa icons 51 Riaa icons 21

Some exclusion screening: Riaa icons 20

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Regnan Global Equity Impact Solutions Fund

The Fund is a high conviction, diversified, global multi-cap portfolio with low portfolio turnover and a strong emphasis on driving impact through engagement. It aims to generate long-term outperfo...

Includes: Riaa icons 14 Riaa icons 12 Riaa icons 11 Riaa icons 10 Tree green background Riaa icons 13 Riaa icons 31

Fully excludes: Riaa icons 19 Riaa icons 21

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 28 Porn white txt

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Robeco Multi Factor Absolute Return Fund - Class B

The Fund's sustainability pillars are, exclusion and integration which are incorporated in the portfolio via exclusion lists on the investable universe and by taking into account environmental, soc...

Includes:

Fully excludes: Riaa icons hr Riaa icons 24 Riaa icons 21

Some exclusion screening: Riaa icons 22

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Robeco SDG Credit Income Fund (AUD Hedged) - Class B

RobecoSAM SDG Credit Income is an actively managed fund that invests in companies that contribute to realizing the UN Sustainable Development Goals (SDGs). The selection of these bonds is based on ...

Includes: Riaa icons 14 Riaa icons 11 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 31

Fully excludes: Riaa icons 22 Riaa icons hr Riaa icons 24

Some exclusion screening: Riaa icons 27 Riaa icons 19 Riaa icons 51 Porn white txt Riaa icons 21

Russell logo profile

Russell Investments Australian Responsible Investment ETF

RARI seeks to track the performance of a custom-built, smart-beta index (the Russell Australia ESG High Dividend Index) by investing predominantly in Australian shares and trusts listed on the ASX....

Includes: Investment2

Fully excludes: Riaa icons 27 Riaa icons 22 Riaa icons 21

Some exclusion screening: Riaa icons 27 Riaa icons 22 Riaa icons 19 Riaa icons 28 Riaa icons hr Porn white txt Riaa icons 21

Russell logo profile

Russell Investments Low Carbon Australian Shares Fund

Investment approach The Fund is designed to provide access to a broad range of Australian shares, with a reduced exposure to carbon emissions and fossil fuel reserves by 35% and 30% respectively co...

Includes:

Fully excludes: Riaa icons 22 Riaa icons 21

Some exclusion screening: Riaa icons 19

Russell logo profile

Russell Investments Low Carbon Global Shares Fund

The Fund is designed to provide access to a broad range of global shares, in developed and emerging markets, with a reduced exposure to carbon emissions and fossil fuel reserves by 50% compared to ...

Includes: Riaa icons 10 No inclusions5 Investment2

Fully excludes: Riaa icons 22 Riaa icons 21

Some exclusion screening: Riaa icons 19 Riaa icons 51

Russell logo profile

Russell Investments Low Carbon Global Shares Fund - Class AUDH

The Fund is designed to provide access to a broad range of global shares, in developed and emerging markets, with a reduced exposure to carbon emissions and fossil fuel reserves by 50% compared to ...

Includes: Riaa icons 10 No inclusions5 Investment2

Fully excludes: Riaa icons 22 Riaa icons 21

Some exclusion screening: Riaa icons 19 Riaa icons 51

Stewart investors

Stewart Investors GEM Leaders Sustainability Fund

To generate long-term, risk-adjusted returns by investing in the shares of high quality companies that are particularly well positioned to benefit from, and contribute to sustainable development. L...

Includes: Riaa icons 12 Riaa icons 11 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 31 Investment2

Fully excludes: Riaa icons 57 Riaa icons 22 Riaa icons 28

Some exclusion screening: Riaa icons 27 Riaa icons 19 Riaa icons 31 Riaa icons hr Riaa icons 24 Riaa icons 20 Riaa icons 51 Porn white txt Riaa icons 21

Stewart investors

Stewart Investors Wholesale Worldwide Sustainability Fund

The fund invests in companies that are positioned to benefit from, and contribute to, sustainable development

Includes: Riaa icons 12 Riaa icons 11 Riaa icons 10 Riaa icons 15 Tree green background Riaa icons 31 No inclusions5 Investment2

Fully excludes: Riaa icons 57 Riaa icons 22 Riaa icons 28

Some exclusion screening: Riaa icons 27 Riaa icons 19 Riaa icons 31 Riaa icons hr Riaa icons 24 Riaa icons 20 Riaa icons 51 Porn white txt