Mercer Socially Responsible Global Shares Fund -Hedged Units

Product Name	Mercer Socially Responsible Global Shares Fund -Hedged Units
Issuer	Mercer Investments (Australia) Limited
Category	Investment
Type	Fund or Trust
Target	Retail, Wholesale, Institutional
Certified Since	2018

Asset Classes	International equities
Markets	Australia
Investment Approaches	Negative Screening, ESG Integration
It Includes:	Education Green property Healthcare and medical products Impact investments Renewable energy and energy efficiency Social and sustainable infrastructure Sustainable land and agricultural management Sustainable transport Sustainable water
It has some level of screening for:	Alcohol Armaments Fossil fuels Gambling Pornography Tobacco
It fully excludes:
Broker	Responsible Returns
URL	https://www.responsiblereturns.com.au/investment-options/mercer-socially-responsible-global-shares-fund-hedged-units/profile

Overview

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 potential investment impacts of corporate governance, as well as environmental and social issues, specifically: - Environmental, Social and Corporate Governance (ESG) factors - Taking a broader perspective on risk - Climate change poses a systemic risk and investors should consider the potential financial impacts of both the associated transition to a low-carbon economy and the physical impacts - Active ownership (or stewardship) - Accessing long-term streams of returns, rather than focusing on short-term price movements, can add value. The investment managers appointed to the Funds are: - Encouraged to consider ESG factors, such as those set out in the following table, in assessing investment risk and opportunities, as relevant to the type of investment, and - Required to exclude investments in companies that manufacture tobacco products and controversial weapons, as detailed below under Exclusion of tobacco and controversial weapons companies.

Description

The investment managers for this fund must take into account Mercer’s commitment to sustainable investing. ESG considerations and SRI exclusions as outlined below.

The Fund’s investment managers will:

Invest in companies with a demonstrated commitment to sustainable development; good corporate governance; climate change; the safeguarding of human rights; labour rights; and environmental and social considerations.

Intentionally look for investment opportunities linked to sustainable solutions.

Monitor climate change related investment risks and opportunities, as well as alleged breaches of UN Global Compact.
Not invest in certain companies, including companies who

Involved in the manufacture of tobacco and any company that derives 50% or more of revenue from other tobacco-related business activities.
Involved in the production of controversial weapons, including companies involved with the production of cluster bombs, landmines, biological or chemical weapons, and automatic and semi-automatic firearms.
With a material exposure* to:

- Alcohol production
- Carbon intensive fossil fuels (defined as thermal coal and tar sands)
- Gambling
- Pornography

*Material exposure is defined as 10% of revenue or greater in the last financial year.

See the Sustainable investment and ESG considerations section of the booklet for full details.

Performance results

Product holdings

Product documentation

Supporting documents

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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.

Mercer Socially Responsible Global Shares Fund -Hedged Units

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