Australian Ethical Advocacy Fund

Product Name

Australian Ethical Advocacy Fund

Issuer

Australian Ethical Investment

Category

Investment

Type

Fund or Trust

Target

Retail, Wholesale

Certified Since

2006

Asset Classes

Diversified / Multi-asset

Markets

Australia, New Zealand

Investment Approaches

Negative Screening, Positive Screening

It Includes:

  • Riaa icons 14 Education
  • Riaa icons 32 Green property
  • Riaa icons 12 Healthcare and medical products
  • Riaa icons 11 Impact investments
  • Riaa icons 10 Renewable energy and climate change solutions
  • Riaa icons 15 Social and sustainable infrastructure
  • Tree green background Sustainable land and agricultural management
  • Riaa icons 13 Sustainable transport
  • Riaa icons 31 Sustainable water
  • Investment2 More sustainable companies

It has some level of screening for:

  • Riaa icons 41 Alcohol
  • Riaa icons 56 Animal cruelty
  • Riaa icons 36 Armaments
  • Riaa icons 33 Fossil fuels
  • Riaa icons 42 Gambling
  • Riaa icons 45 Genetic engineering
  • Riaa icons 52 Human rights abuses
  • Riaa icons 38 Labour rights violations
  • Riaa icons 34 Logging
  • Riaa icons 50 Nuclear power
  • Riaa icons 99 Pornography
  • Riaa icons 35 Tobacco

Overview

The opportunity to invest in a diversified share portfolio of Australian and international companies, which meet the Australian Ethical Charter. Generally, all Australian and New Zealand investments will have a market capitalisation greater than the 200th ranked stock listed on the ASX. As an advocacy fund, one of the main purposes of the Fund is to engage directly with companies to pursue improved corporate behaviours in line with the Australian Ethical Charter


Description


 The Australian Ethical Charter addresses environmental and social considerations. The Charter sets out the types of activities we seek to support, and the types of activities we seek to avoid. 

 The Fund shall seek out investments which provide for and support: 

  • the development of workers’ participation in the ownership and control of their work organisations and places 
  • the production of high quality and properly presented products and services 
  • the development of locally based ventures 
  • the development of appropriate technological systems 
  • the amelioration of wasteful or polluting practices 
  • the development of sustainable land use and food production 
  • the preservation of endangered eco-systems 
  • activities which contribute to human happiness, dignity and education 
  • the dignity and well-being of non-human animals 
  • the efficient use of human waste 
  • the alleviation of poverty in all its forms 
  • the development and preservation of appropriate human buildings and landscapes. 
 The Fund shall avoid any investment which is considered to unnecessarily:  

  • pollute land, air or water 
  • destroy or waste non-recurring resources 
  • extract, create, produce, manufacture, or market materials, products, goods or services which have a harmful effect on humans, non-human animals or the environment 
  • market, promote or advertise, products or services in a misleading or deceitful manner 
  • create markets by the promotion or advertising of unwanted products or services 
  • acquire land or commodities primarily for the purpose of speculative gain 
  • create, encourage or perpetuate militarism or engage in the manufacture of armaments 
  • entice people into financial over- commitment 
  • exploit people through the payment of low wages or the provision of poor working conditions 
  • discriminate by way of race, religion or sex in employment, marketing, or advertising practices 
  • contribute to the inhibition of human rights generally. 

Other products certified by the Responsible Investment Association Australasia (RIAA)

Australian Ethical Diversified Shares Fund

Australian Ethical Superannuation International Shares option

Australian Ethical Superannuation Balanced (pension) option