Product Name |
U Ethical Australian Equities Trust Wholesale |
Issuer |
U Ethical |
Category |
Investment |
Type |
Fund or Trust |
Target |
Wholesale, Institutional |
Certified Since |
2005 |
Asset Classes |
Australian only equities |
Markets |
Australia |
Investment Approaches |
Negative Screening, Positive Screening |
It Includes: |
|
It has some level of screening for: |
|
It fully excludes: |
|
| Broker | Responsible Returns |
| URL | https://www.responsiblereturns.com.au/investment-options/u-ethical-australian-equities-trust-wholesale-1/profile |
Education
Green property
Healthcare and medical products
Renewable energy and energy efficiency
Social and sustainable infrastructure
More sustainable companies
Alcohol
Animal cruelty
Armaments
Fossil fuels
Gambling
Pornography
TobaccoOverview
The U Ethical Australian Equities Portfolio is designed for tax concession charities and is invested primarily in Australian equities and listed property trusts, according to socially responsible and ethical investment principles. The cash component held for liquidity purposes is invested in the U Ethical Enhanced Cash Portfolio which holds cash and fixed interest securities.
Description
We ensure that all investment decisions are in keeping with our vision and that they promote careful financial stewardship. This is achieved through the application of positive and negative screens, and engagement with companies, together with a focus on competitive economic returns and sustainability.
The Ethical Investment Policy contains a negative screen which restricts investment in securities with a material exposure to the following excluded activities: armaments, uranium, gambling, animal cruelty, alcohol production, tobacco manufacturing, pornography, fossil fuel exploration and extraction. We do apply a 5% threshold, where we will consider investing in a company if the excluded activity amounts to less than 5% of revenue and we feel the positive aspects of the company outweigh the negative.
U Ethical Funds Management will also not invest in companies whose products, services and practices cause or perpetuate injustice and suffering, infringe human rights, cause unacceptable damage to the natural environment, have unacceptable environmental management practices, support oppressive regimes, or have unacceptable occupational health and safety practices.
The Positive Screen applied ensures that at least 10% of the fund is directed towards activities which have a positive effect on either society or the environment. This includes: clean energy, sustainable agriculture, recycling, employment, health care, education and community services.
The Ethical Investment Policy contains a negative screen which restricts investment in securities with a material exposure to the following excluded activities: armaments, uranium, gambling, animal cruelty, alcohol production, tobacco manufacturing, pornography, fossil fuel exploration and extraction. We do apply a 5% threshold, where we will consider investing in a company if the excluded activity amounts to less than 5% of revenue and we feel the positive aspects of the company outweigh the negative.
U Ethical Funds Management will also not invest in companies whose products, services and practices cause or perpetuate injustice and suffering, infringe human rights, cause unacceptable damage to the natural environment, have unacceptable environmental management practices, support oppressive regimes, or have unacceptable occupational health and safety practices.
The Positive Screen applied ensures that at least 10% of the fund is directed towards activities which have a positive effect on either society or the environment. This includes: clean energy, sustainable agriculture, recycling, employment, health care, education and community services.