Pengana International Fund - Ethical Opportunity

Product Name

Pengana International Fund - Ethical Opportunity

Issuer

Pengana Capital

Category

Investment

Type

Fund or Trust

Target

Retail, Wholesale

Certified Since

2006

Asset Classes

International equities

Markets

Australia, New Zealand

Investment Approaches

Negative Screening, ESG Integration

It Includes:

  • No inclusions5 No inclusions

It fully excludes:

  • Riaa icons 56 Animal cruelty
  • 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 34 Logging
  • Riaa icons 50 Nuclear power
  • Riaa icons 35 Tobacco

Overview

The Pengana International Fund - Ethical Opportunity provides exposure to an ethically screened diversified portfolio of highly cash-generative and growing global companies purchased at compelling valuations. The objective of the Fund is to obtain returns greater than the MSCI All Country World Total Return Index (net, AUD) (‘Index’) and with lower volatility than the Index, over the medium to long term.


Description


Pengana is committed to the concept of responsible investing and seeks to avoid investing in businesses that are, in its opinion, involved in activities that may be harmful to people, animals or the environment.
 
The Pengana International Fund - Ethical Opportunity utilises a negative screening process which seeks to avoid investment in companies that derive operating revenues from direct and material business involvement in: the manufacture or sale of weapons and weapons components, tobacco manufacture, gambling outlets or systems, intensive animal farming, animal testing for cosmetics, activities that give rise to human rights violations, unremediated destruction of the environment, uranium mining and nuclear reactors and fossil fuel exploration, production, refining, storage and transportation. 

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

Pengana International Equities Limited (ASX: PIA)

Pengana High Conviction Equities Fund

Pengana International Fund - Ethical

Pengana WHEB Sustainable Impact Fund

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