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Amp capital profile

AMP Capital Responsible Investment Leaders Australian Share Fund

A multi-manager strategy that blends Australian Equity investment managers, with the objective of providing investors with competitive returns over a range of markets. We combine a stringent inves...

Includes: Riaa icons 11

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54 Riaa icons 31

Amp capital profile

AMP Capital Responsible Investment Leaders Diversified Fixed Income Fund

Offers investors access to a diversified portfolio of Australian fixed income securities, global government bonds and global credit securities. The investment objective is to provide a total return...

Includes: Riaa icons 11

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54 Riaa icons 31

Amp capital profile

AMP Capital Responsible Investment Leaders Global Shares Fund

The AMP Capital Responsible Investment Leaders Global Shares Fund invests in shares listed on international share markets managed within a sustainable and responsible framework. The Fund is activel...

Includes: Riaa icons 11

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54 Riaa icons 31

Amp capital profile

AMP Capital Responsible Investment Leaders International Share Fund

The Responsible Investment Leaders (RIL) International Share Fund is a multi-manager strategy that blends International Equity investment managers, with the objective of providing investors with co...

Includes: Riaa icons 11

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54 Riaa icons 31

Amp capital profile

AMP Capital Responsible Investment Leaders NZ Balanced Fund

A diversified strategy that blends asset classes and investment managers, with the objective of providing investors with competitive returns over a range of markets. We combine a stringent investm...

Includes: Riaa icons 11

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54 Riaa icons 31

Amp capital profile

AMP Capital Responsible Investment Leaders NZ Conservative Fund

A diversified strategy that blends asset classes and investment managers, with the objective of providing investors with competitive returns over a range of markets. We combine a stringent investm...

Includes: Riaa icons 11

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54 Riaa icons 31

Amp capital profile

AMP Capital Responsible Investment Leaders NZ Growth Fund

A diversified strategy that blends asset classes and investment managers, with the objective of providing investors with competitive returns over a range of markets. We combine a stringent investm...

Includes: Riaa icons 11

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54 Riaa icons 31

Amp capital profile

AMP Capital Responsible Investment Leaders NZ Shares Fund

The AMP Capital NZ RIL Shares Fund gives investors access to companies listed on the New Zealand Securities Exchange, with the objective of providing competitive returns and avoiding companies scor...

Includes: Riaa icons 11

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54 Riaa icons 31

Amp capital profile

AMP Capital Responsible Investment Leaders diversified funds: Balanced, Growth, High Growth & Conservative

The Responsible Investment Leaders (RIL) diversified funds blends asset classes and investment managers, with the objective of providing investors with competitive returns over a range of markets. ...

Includes: Riaa icons 11 Riaa icons 10 Riaa icons 32 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54 Riaa icons 31

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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...

Includes: Riaa icons 11 Default selected inclusion

Excludes: Riaa icons 21 Riaa icons 22

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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 ...

Includes: Riaa icons 11

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Australian Catholic Super and Retirement Fund Socially Responsible Balanced Fund

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...

Includes: Riaa icons 11 Riaa icons 10 Riaa icons 12 Riaa icons 13

Excludes: Riaa icons 19 Riaa icons 21 Riaa icons 51 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54

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Australian Ethical Advocacy Fund

The Advocacy Fund is a unique and innovative fund, that is predominantly made up of the same companies in our ethically-screened Diversified Shares Fund, but it also has provision to buy shares in ...

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54

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Australian Ethical Australian Shares Fund

A diversified share portfolio of companies predominately listed on the ASX and selected on the basis of their social, environmental and financial credentials. The Fund utilises an active stock-pick...

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54

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Australian Ethical Balanced Fund

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.

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54

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Australian Ethical Diversified Shares Fund

A diversified share portfolio of Australian and international companies selected on the basis of their social, environmental and financial credentials. Generally, all Australian investments will ha...

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54

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Australian Ethical Emerging Companies Fund

A diversified portfolio of shares in small capitalisation companies selected on the basis of their social, environmental and financial credentials. The Fund utilises an active stock-picking managem...

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54

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Australian Ethical Fixed Interest Fund

A diversified portfolio of interest-bearing investments generating income. The Fund is invested in primarily fixed rate bonds from issuers such as the Commonwealth and State Governments, banks and ...

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54

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Australian Ethical Income Fund

A diversified portfolio of interest-bearing investments generating income. The Fund is invested in shortdated deposits, high grade mortgage-backed securities, State and Commonwealth Government bond...

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

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Australian Ethical International Shares Fund

The opportunity to invest in international companies on the basis of their social, environmental and financial credentials and that may not be available locally. The theme of the Fund is ‘global sm...

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

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Australian Ethical Superannuation Advocacy option

The Advocacy Fund is a unique and innovative fund, that is predominantly made up of the same companies in our ethically-screened Diversified Shares Fund, but it also has provision to buy shares in ...

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54

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Australian Ethical Superannuation Australian Shares option

A diversified portfolio of shares in small capitalisation companies selected on the basis of their social, environmental and financial credentials. The Fund utilises an active stock-picking managem...

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54

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Australian Ethical Superannuation Balanced (accumulation) option

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.

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54

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Australian Ethical Superannuation Balanced (pension) option

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.

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

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Australian Ethical Superannuation Conservative option

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.

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54

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Australian Ethical Superannuation Defensive option

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.

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54

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Australian Ethical Superannuation Growth option

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.

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54

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Australian Ethical Superannuation International Shares option

The opportunity to invest in international companies on the basis of their social, environmental and financial credentials and that may not be available locally. The theme of the Fund is ‘global sm...

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54

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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 ...

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54

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Bank Australia deposit products

Bank Australia's deposit products are socially and environmentally responsible and still competitive relative to the major banks. For example, prospective lending customers are assessed by the bank...

Includes: Riaa icons 15

Excludes: Riaa icons 19

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Bank Australia mortgage products

Bank Australia's mortgage products are socially and environmentally responsible and still competitive relative to the major banks. For example, prospective lending customers are assessed by the ban...

Includes: Default selected inclusion

Excludes: Default exclusion

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Bendigo SmartStart Super

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...

Includes: Riaa icons 11 Default selected inclusion

Excludes: Default exclusion

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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...

Includes: Riaa icons 11 Default selected inclusion

Excludes: Default exclusion

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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...

Includes: Riaa icons 11

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54

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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 100 large global stocks (excluding Australia) which are climate change leaders and which are not materially engaged in act...

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 13

Excludes: Riaa icons 19 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54

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Booster Investment Series SRI Balanced

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 3% per year above inflation over a...

Includes: Default selected inclusion

Excludes: Riaa icons 19 Riaa icons 21 Riaa icons 22 Riaa icons 27 Riaa icons 28

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Booster Investment Series SRI Conservative

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 2.5% per year above ...

Includes: Default selected inclusion

Excludes: Riaa icons 19 Riaa icons 21 Riaa icons 22 Riaa icons 27 Riaa icons 28

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Booster Investment Series SRI High Growth

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 5% per year above inflation over any ten y...

Includes: Default selected inclusion

Excludes: Riaa icons 19 Riaa icons 21 Riaa icons 22 Riaa icons 27 Riaa icons 28

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Booster KiwiSaver Scheme SRI Balanced

The fund invests in a balanced mix of income assets and growth assets. It excludes investments which do not satisfy certain socially responsible investment criteria. It is suited to investors looki...

Includes: Default selected inclusion

Excludes: Riaa icons 19 Riaa icons 21 Riaa icons 22 Riaa icons 27 Riaa icons 28

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Booster KiwiSaver Scheme SRI Growth

The fund invests predominantly in growth assets, with little or no income assets. It excludes investments which do not satisfy certain socially responsible investment criteria. It is suited to inve...

Includes: Default selected inclusion

Excludes: Riaa icons 19 Riaa icons 21 Riaa icons 22 Riaa icons 27 Riaa icons 28

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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: Riaa icons 11

Excludes: Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54 Riaa icons 31

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Christian Super Ethical Balanced

Christian Super investment options are invested in accordance with Biblical Investment Principles. Christian Super Ethical Balanced is a diversified option with lower risk due to higher proportion ...

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 21 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54

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Christian Super Ethical Cash

Christian Super Ethical cash is invested in accordance with Biblical Investment Principles. It is made up of 100% cash assets.

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 21 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54

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Christian Super Ethical High Growth

Christian Super investment options are invested in accordance with Biblical Investment Principles. Christian Super Ethical High Growth is a diversified option with higher risk due to higher proport...

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 21 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54

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Christian Super Ethical Stable

Christian Super investment options are invested in accordance with Biblical Investment Principles. Christian Super Ethical Stable is a diversified option with lower risk due to higher proportion of...

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 21 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54

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Christian Super MyEthicalSuper

Christian Super investment options are invested in accordance with Biblical Investment Principles. Christian Super MyEthical Super is a diversified option with a growth/defensive asset split of 74/...

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 21 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54

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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 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 21 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54

Combined fund profile

Combined Super Sustainable Responsible Investment (SRI) Balanced Option

This Option invests in a cross-section of diversified assets with an emphasis on growth from sustainable responsible investments over the medium term and reduced risk.

Includes: Riaa icons 11

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54 Riaa icons 31

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Community Sector Banking Social Impact Deposit Account

The Social Investment Deposit Account is a product giving back to communities and empowering customers to create social change. Community Sector Banking donates a percentage of its net profits...

Includes: Investment2 Riaa icons 15

Excludes: Default exclusion

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DMP Asset Management Tailored Portfolio Service

DMP Asset Management builds individually tailored portfolios of listed Australian securities. We work with investors to set objectives for a portfolio based on their own risk and return objectives...

Includes: Riaa icons 11 Riaa icons 14

Excludes: Default exclusion

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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: Riaa icons 11

Excludes: Riaa icons 21 Riaa icons 22 Riaa icons 28 Riaa icons 54

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Ethical Investment Advisers Mid-Cap Model Portfolio (SMA)

Ethical Investment Advisers created the Mid-Cap Model Portfolio to provide investors with a way of investing in small and medium sized companies which suit their ethical values. The portfolio, ...

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 57 Riaa icons 22 Riaa icons 28 Riaa icons 54 Riaa icons 31

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Fidelity Super-Super Plan, Number 3 – 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 3% per year above inflation over ...

Includes: Default selected inclusion

Excludes: Riaa icons 19 Riaa icons 21 Riaa icons 22 Riaa icons 27 Riaa icons 28

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First State Super Australian Equities Socially Responsible Investment (SRI) option

The option comprises a diversified range of listed Australian shares screened to meet socially responsible criteria.

Includes: Riaa icons 11

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54

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Future Super Balanced Growth Option

Future Super is Australia’s first 100% fossil fuel free super fund. Future Super was created to empower everyday Australians to move their money out of carbon pollution and into climate solutions. ...

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

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 28

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Future Super Pension Plan

Future Super is Australia’s first 100% fossil fuel free super fund. Future Super was created to empower everyday Australians to move their money out of carbon pollution and into climate solutions. ...

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

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 28

Infradebt

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: Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 57 Riaa icons 22 Riaa icons 27 Riaa icons 28 Riaa icons 54 Riaa icons 31

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Investa Commercial Property Fund

Investa Funds Management Limited (IFML) creates quality property investment funds for investors wishing to directly invest in commercial and industrial property. Our aim is to optimise distribution...

Includes: Riaa icons 32

Excludes: Default exclusion

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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: Riaa icons 11

Excludes: Riaa icons 21 Riaa icons 22

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Kiwi Wealth KiwiSaver Scheme Cash Investment Fund

The Kiwi Wealth KiwiSaver Scheme Cash Investment Fund aims to provide strong returns for investors with a 0-12 month time horizon. Responsible Investment forms a core part of our investment process...

Includes: Riaa icons 11

Excludes: Riaa icons 21 Riaa icons 22

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Kiwi Wealth KiwiSaver Scheme CashPlus Investment Fund

The Kiwi Wealth KiwiSaver Scheme CashPlus Investment Fund aims to provide strong returns for investors with a 0-3 year time horizon. Responsible Investment forms a core part of our investment proce...

Includes: Riaa icons 11

Excludes: Riaa icons 21 Riaa icons 22

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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: Riaa icons 11

Excludes: Riaa icons 21 Riaa icons 22

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Kiwi Wealth KiwiSaver Scheme Default 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: Riaa icons 11

Excludes: Riaa icons 21 Riaa icons 22

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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: Riaa icons 11

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Local Government Super Balanced

Local Government Super's Balanced investment option provides Australians with the option of investing across a wide range of asset classes while restricting investment in controversial or high risk...

Includes: Riaa icons 11 Riaa icons 10 Riaa icons 32 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 22 Riaa icons 28

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Local Government Super Balanced Growth

Local Government Super's Balanced Growth investment option provides Australians with the option of investing across a wide range of asset classes while restricting investment in controversial or hi...

Includes: Riaa icons 11 Riaa icons 10 Riaa icons 32 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 22 Riaa icons 28

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Local Government Super Cash

The Local Government Super Cash investment option provides Australians with opportunity to responsible invest their cash and restrict exposure to controversial or high risk activities. The Cash str...

Includes: Riaa icons 11 Riaa icons 10 Riaa icons 32 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 22 Riaa icons 28

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Local Government Super Conservative

Local Government Super's Conservative investment option provides Australians with the option of investing across a wide range of asset classes while restricting investment in controversial or high ...

Includes: Riaa icons 11 Riaa icons 10 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 22 Riaa icons 28

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Local Government Super High Growth

Local Government Super's High Growth investment option provides Australians with the option of investing across a wide range of asset classes while restricting investment in controversial or high r...

Includes: Riaa icons 10 Riaa icons 32 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 22 Riaa icons 28

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Local Government Super Sustainable Australian Shares

Local Government Super's Sustainable Australian Shares option provides an opportunity to invest in Australian listed companies that are subject to a range of investment restrictions covering activi...

Includes: Default selected inclusion

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Local Government Super Whole of Fund

Local Government Super is the largest certified responsible investor in Australia with investments across Australian and international shares, property, infrastructure, fixed income, private equity...

Includes: Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 15 Riaa icons 31 Riaa icons 30

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Maple-Brown Abbott Responsible Investment Fund

The Maple-Brown Abbott Responsible Investment Fund is an actively managed Australian share fund that delivers responsible investment through the adoption of an integration, engagement and negative ...

Includes: Default selected inclusion

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Mas profile

Medical Assurance Society KiwiSaver Plan

The Medical Assurance Society KiwiSaver Plan is designed principally for the purpose of assisting you to save for your retirement. Your money is invested in your choice of Investment Portfolio(s), ...

Includes: Default selected inclusion

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Medical Assurance Society Retirement Savings Plan

The Medical Assurance Society Retirement Savings Plan is designed principally for the purpose of assisting you to save for your retirement. Your money is invested in your choice of Investment Portf...

Includes: Default selected inclusion

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Mercer Socially Responsible Australian Shares Fund

The Mercer Socially Responsible Australian Shares Fund invests in Australian shares using a socially responsible and multi-manager approach. The fund aims to outperform the ASX300 over one year or ...

Includes: Riaa icons 11

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Morphic Ethical Equities Fund

Morphic Ethical Equities Fund Ltd (the Company) has been established to grow investors’ wealth without investing in businesses that harm the environment, people or society. The Company uses a long/...

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

Excludes: Riaa icons 19 Riaa icons 20 Riaa icons 21 Riaa icons 51 Riaa icons 53 Riaa icons 24 Riaa icons 22 Riaa icons 27 Riaa icons 28

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Morphic Global Opportunities Fund

The Morphic Global Opportunities Fund seeks to provide longer term capital growth through investing in ethically screened Global shares and using other investments, including derivatives, to manage...

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

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Nanuk New World Fund

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

Includes: Riaa icons 11 Riaa icons 10 Riaa icons 12 Riaa icons 13 Riaa icons 15 Riaa icons 31 Riaa icons 30

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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: Riaa icons 11 Riaa icons 10 Riaa icons 13 Riaa icons 31 Riaa icons 30

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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: Riaa icons 11 Riaa icons 31 Riaa icons 30

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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 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 15

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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. The...

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

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Pendal Sustainable Balanced Fund

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

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12

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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 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 15

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Pendal Sustainable International Fixed Income Fund

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

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12

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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. The Fun...

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

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Pendal Wholesale Ethical Share Fund

The Fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 300 Accumulation Index over the medium to long term. The suggested investment time-frame is five years or m...

Includes: Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 15 Riaa icons 31 Riaa icons 30

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Pengana Global Equities Trust

Global Equities Trust (GET) is principally invested in an ethically screened portfolio of listed (or soon to be listed) global equities. The objective of the GET is to obtain returns greater than ...

Includes: Riaa icons 11

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Pengana High Conviction Equities Trust

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

Includes: Riaa icons 11

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Pengana International Equities Limited (ASX: PIA)

Pengana International Equities Limited (ASX: PIA) is a Listed Investment Company (LIC) that has traded on the ASX since 19 March 2004. The sole purpose of Listed Investment Companies is to manag...

Includes: Riaa icons 11

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Pengana Value Growth Trust

The Value Growth Trust (VGT) is principally invested in an ethically screened portfolio of listed (or soon to be listed) global equities. The objective of the VGT is to obtain returns greater than ...

Includes: Riaa icons 11

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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 11 Investment2 Riaa icons 10 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

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Perpetual profile

Perpetual WealthFocus Super Plan-Ethical SRI Option

Aims to provide long-term capital growth and regular income through investment in quality shares of socially responsible companies. The fund aims to outperform the S&P/ASX 300 Accumulation Index (b...

Includes: Riaa icons 11 Riaa icons 10 Riaa icons 30

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Perpetual profile

Perpetual Wholesale Ethical SRI Fund

The Perpetual Ethical SRI Fund aims to: *provide long-term capital growth and regular income through investment in quality shares of socially responsible companies. *outperform the S&P/ASX 300...

Includes: Riaa icons 10 Riaa icons 31 Riaa icons 30

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Russell Investments Australian Responsible Investment ETF

The Russell Australian Responsible Investment ETF (the 'Fund') seeks to track the Russell Australia ESG High Dividend Index ('the Index'), which is weighted towards companies that demonstrate posit...

Includes: Riaa icons 11

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Russell Investments Low Carbon Global Shares Fund

The Russell Investments Low Carbon Global Shares Fund ("Fund") provides investors with a sustainable investment solution that supports the management of climate change risk and the transition to a ...

Includes: Riaa icons 11 Riaa icons 10

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Russell Investments Low Carbon Global Shares Fund - Class AUDH

The Russell Investments Low Carbon Global Shares Fund - Class AUDH ("Fund") provides investors with a sustainable investment solution that supports the management of climate change risk and the tra...

Includes: Riaa icons 11 Riaa icons 10

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State Street Global Index Plus (Hedged) Trust

The State Street Global Index Plus (Hedged) Trust ("the Fund") seeks an investment return that modestly exceeds, before expenses, the performance of the MSCI World ex-Australia Index (100% Hedged t...

Includes: Default selected inclusion

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State Street Global Index Plus Trust

The State Street Global Index Plus Trust ("the Fund") seeks an investment return that modestly exceeds, before expenses, the performance of the MSCI World ex-Australia Index over the long term. Th...

Includes: Default selected inclusion

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State Street International Equities Index Trust Ex Tobacco Ex Controversial Weapons

The Fund invests in listed international securities in as close as possible to the same proportions as the MSCI World Ex Australia Ex Tobacco Ex Controversial Weapons Index. The index excludes toba...

Includes: Default selected inclusion

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Stewart investors

Stewart Investors CFS Wholesale Worldwide Sustainability Fund

Stewart Investors are long-term investors striving to make investment decisions with a minimum five-year time horizon. They seek to invest only in good quality companies. Quality is measured throug...

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30 Default selected inclusion

Excludes: Default exclusion

Sunsuper profile

Sunsuper Ethical, Environmental, and Socially Responsible Investments

Invest in a portfolio diversified across all asset types, but with an emphasis on shares and property. Suitable for investors who are seeking to accumulate wealth over the long term and who wan...

Includes: Default selected inclusion

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TMBL's $500m Debt Issuance Programme

Teachers Mutual Bank Limited (TMBL) is one of Australia’s largest mutual banks, comprising three brands: the original Teachers Mutual Bank, Firefighters Mutual Bank and UniBank. It has over 190,000...

Includes: Default selected inclusion

Excludes: Riaa icons 19

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Terra Capital Ethical Emerging Companies Fund

Terra Capital is a specialist investment manager with a proven track record of performance, a focus on risk management and with a management team that is strongly aligned with investors. Terra Capi...

Includes: Riaa icons 11

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UCA Australian Equities Portfolio

The UCA Australian Equities Portfolio is a managed ethical Australian equities growth portfolio which invests in a blend of Australian equities, listed property trusts, and cash and fixed interest ...

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

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UCA Enhanced Cash Portfolio

UCA Enhanced Cash ​Portfolio is an ethical cash investment which invests in a blend of cash and liquid securities; marketable money market and fixed interest securities; registered first mortgages ...

Includes: Riaa icons 10 Riaa icons 12 Riaa icons 15

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UCA Funds Management Funeral Fund

A UCA Funds Management Funeral Fund account is a simple way to make sure there’s no burden on the ones who are left behind. Without it your family may have to find the money before probate is grant...

Includes: Riaa icons 10 Riaa icons 12 Riaa icons 15

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UCA Growth Portfolio

UCA Growth Portfolio is a managed ethical growth portfolio which invests in a blend of Australian and international equities, listed property trusts, and cash and fixed interest securities.

Includes: Riaa icons 10 Riaa icons 12 Riaa icons 15

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Unisuper profile

UniSuper Global Environmental Opportunities Option

UniSuper's Global Environmental Opportunities option invests in companies that receive more than 20% of their revenues from addressing environmental issues across 5 themes - alternative energy, cle...

Includes: Riaa icons 10 Riaa icons 32 Riaa icons 13 Riaa icons 31

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Unisuper profile

UniSuper Sustainable Balanced Option

The Sustainable Balanced and Sustainable High Growth options specifically seek to invest in companies that are considered sustainability leaders whilst also screening out companies with material ex...

Includes: Riaa icons 11 Riaa icons 10 Riaa icons 32 Riaa icons 13 Riaa icons 31

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Unisuper profile

UniSuper Sustainable High Growth Option

The Sustainable Balanced and Sustainable High Growth options specifically seek to invest in companies that are considered sustainability leaders whilst also screening out companies with material ex...

Includes: Riaa icons 11

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Uca fm profile

Uniting Ethical Australian Equities Trust

The Uniting Ethical Australian Equities Trust aims to provide moderate tax effective income and long term capital growth. It gains its exposure to fixed interest securities and cash by investing in...

Includes: Riaa icons 11 Investment2 Riaa icons 10 Riaa icons 32 Riaa icons 12 Riaa icons 13 Riaa icons 14 Riaa icons 15 Riaa icons 31 Riaa icons 30

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Uniting Ethical Enhanced Cash Trust

The Uniting Ethical Enhanced Cash Trust is a flexible, competitive investment account that wont lock away your money. The Trust pays an attractive rate of interest and funds available within 2​​​​4...

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VicSuper Socially Conscious Investment Option

VicSuper's Socially Conscious investment Option gives members the opportunity to align their super savings with their social and environmental values. The Socially Conscious investment option appli...

Includes: Default selected inclusion

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