Pendal Sustainable International Share Fund

Product Name

Pendal Sustainable International Share Fund

Issuer

Pendal Group

Category

Investment

Type

Fund or Trust

Target

Wholesale, Institutional

Certified Since

2017

Asset Classes

International equities

Markets

Australia

Investment Approaches

Best in class screening, Negative Screening

It Includes:

  • Riaa icons 32 Green property
  • Riaa icons 12 Healthcare and medical products
  • Riaa icons 10 Renewable energy and energy efficiency
  • Riaa icons 15 Social and sustainable infrastructure

It has some level of screening for:

  • Riaa icons 41 Alcohol
  • Riaa icons 36 Armaments
  • Riaa icons 33 Fossil fuels
  • Riaa icons 42 Gambling
  • Riaa icons 52 Human rights abuses
  • Riaa icons 38 Labour rights violations
  • Riaa icons 99 Pornography
  • Riaa icons 35 Tobacco

It fully excludes:

    Overview

    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.


    Description


    Investing in this fund provides exposure to companies assessed as demonstrating and or/offering leading environmental and social practices, products and services, whilst avoiding companies that do not meet the Fund’s ethical guidelines.
     
     The Fund will not invest in companies with material business involvement in the following activities:
    • the production of tobacco or alcohol,
    • manufacture or provision of gaming facilities,
    • manufacture of weapons or armaments,
    • manufacture or distribution of pornography,
    • directly mine uranium for the purpose of weapons manufacturing,
    • extraction of thermal coal and oil sands production.
    We consider that a company has a material business involvement in an activity if 10% or more of its total revenue is derived from that activity.
     
    Positive screening means that we actively seek investments in industries and companies assessed as demonstrating and/or offering leading environmental and social practices, products or services. 

     Leading Industries
     Industries offering products and services that provide a direct benefit to social and/or environmental outcomes such as: 
    • Environmental management or remediation
    • Environmental technologies
    • Energy efficiency and renewable energy
    • Low-impact products or products that reduce ecological footprint
    • Sustainable buildings and property development
    • Sustainable land use and food production
    • Improved health and community wellbeing

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

    Pendal Sustainable Australian Fixed Interest Fund

    Pendal Sustainable Balanced Fund

    Pendal Ethical Share Fund

    Pendal Sustainable Future Australian Share Portfolio

    Pendal Sustainable International Fixed Interest Fund

    Pendal Sustainable Australian Share Fund

    Pendal Sustainable Conservative Fund

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