Investa Commercial Property Fund

Product Name	Investa Commercial Property Fund
Issuer	Investa Property Group
Category	Investment
Type	Fund or Trust
Target	Wholesale, Institutional
Certified Since	2007

Asset Classes	Direct property
Markets	Australia
Investment Approaches	Sustainability themed, ESG Integration
It Includes:	Green property
It has some level of screening for:
It fully excludes:
Broker	Responsible Returns
URL	https://www.responsiblereturns.com.au/investment-options/investa-commercial-property-fund/profile

Overview

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, social and economic, dimensions. At Investa, we strive to conduct our business in line with the following principles. > Provide a superior return on investment to our shareholders and unitholders without sacrificing the environment or the highest standards of conduct; > Treat corporate loans as if they were personal obligations; pay back our debts in a timely manner; > Offer clients investment funds which are overseen by an independent Board and where conflicts of interest, if they occur, are appropriately managed; > Provide quality workplaces and a professional environment for our employees; > Support and nurture our staff to permit them to fulfil their potential; > Protect and enhance the health, safety and wellbeing of our staff, clients and associates; > Minimize resource use, pollution and waste; > Conserve biodiversity and enhance ecological outcomes. Investa’s policy is to integrate sustainability practices in a manner which is specific, accountable and enduring as part of our business platform. To support the goal of enhancing enterprise value, our approach is to: > Identify and manage risk and control unnecessary costs; > Identify changes in the business environment and adjust to position ourselves to survive economic declines and prosper in periods of growth; > Foster a culture of innovation; > Build employee motivation and capacity and evaluate and reward employees using a merit based system; > Exercise company and industry leadership; and > Report regularly on our sustainability performance

Description

Investa works to improve the quality of the investment portfolio, only acquiring or redeveloping assets after careful consideration.

In selecting properties, our investment and risk guidelines include:

Benchmarking the baseline environmental performance of the asset against the market using established ratings such as the National Australian Built Environment Rating Scheme (NABERS), the Green Building Council of Australia's Green Star Certification Scheme and the International Well Building Institute's WELL Rating System;
Identifying and quantifying opportunities to enhance environmental and social performance;
Calculating the cost-benefit of enhancements, including the potential for repositioning the asset to appeal to a different category of tenants; and
Determining the net value that enhancements could add to the underlying asset to inform the bid price calculation.

As a rule, all enhancements capable of producing a risk-adjusted return on investment that is marginally higher than the underlying asset’s yield are considered and budgeted for. Their risk-adjusted contribution to net operating income is taken into account when undertaking due diligence for acquisitions. Property investment opportunities are disregarded where it is determined that they cannot be brought to portfolio-average environmental and social performance through application of Investa management expertise and appropriate capital investment. However, below portfolio-average properties are considered for acquisition where opportunities to enhance performance to at least portfolio-average standard are identified.

Performance results

Product holdings

Product documentation

Join or sign up for this product

Find a responsible investment adviser to discuss my options

Sign up to learn more and get updates on ethical and responsible investing

The products featured on this site have all achieved certification under the Responsible Investment Association Australasia’s (RIAA) Responsible Investment Certification Program.

Transparency & Verification

What sets these investment products aside from regular ones on the market is they all have some type of responsible or ethical strategy applied to them.

At a minimum, their issuers explain these strategies in public documents and open their offices and books to third party verifiers who check these strategies are implemented according to what you read about them publicly.

You can also click through to see the underlying managers and / or stock holdings in each certified product as well as access a certified product’s recent performance results.

Stewardship & Impact

In July 2019, we lifted our requirements of certified products which we are phasing in over 18 months.

We now require that issuers have organisation-wide commitments to responsible investing and they exercise their responsibilities as stewards of your money - through engaging with companies to improve sustainability performance and voting on shareholder resolutions where possible. All certified products now need to at least avoid significant harm and their issuers will annually report against any sustainability-based claims made by their products. This uplift in program standards is part of our passion for, and on-going commitment to, responsible and ethical investing.

Even though we're lifting the bar, we know your convictions to doing good with your money may be higher and so we have served up our member's certified products with a large dose of transparency and independent verification, so that you can draw your own conclusions from reliable information and choose investments that best suit your individual needs.

*Information Disclosures

While all reasonable efforts are undertaken to ensure information and links on site are current there may be instances where information and documents are updated during the course certification (eg. PDS, Fact Sheet). Certified product issuers are required to update this information as soon as possible on the Responsible Returns site, but there may be some extenuating circumstances impacting timeframes.

The certification program may also assess information provided for certification based on proposed future changes to a responsible investment process that is in-line with Responsible Investment Association Australasia’s (RIAA) Responsible Investment Certification Program criteria. In such instances, members are similarly required to update this information on Responsible Returns within an agreed future timeframe. Old document versions may be reflected on site until this process is finalised.