Product Name |
Australian Ethical Australian Shares Fund |
Issuer |
Australian Ethical Investment |
Category |
Investment product |
Type |
Fund/Trust |
Target |
Retail, Wholesale |
Certified Since |
2006 |
Certification Symbol |
Ethical |
Asset Classes |
Equities - Australian only |
Markets |
Australia, New Zealand |
Investment Approaches |
Negative Screening, Positive Screening, Engagement |
It Includes: |
|
It has some level of screening for: |
|
More sustainable companies
Social impact investments
Renewable energy
Green property
Healthcare & medical products
Sustainable transport
Education
Social & community infrastructure
Sustainable water
Sustainable land management & agriculture
No specific inclusions
Fossil fuels
Logging
Tobacco
Nuclear energy (including uranium)
Human rights abuses
Labour rights violations
Animal cruelty
Armaments
Alcohol
Gambling
Pornography
No specific exclusionsOverview
A diversified share portfolio of companies predominately listed on the ASX and selected on the basis of their social, environmental and financial credentials. The Fund utilises an active stock-picking management style with stocks selected for growth rather than income, with a bias towards smaller capitalisation stocks listed on the ASX. All stocks are chosen on the basis of relative value where we deem the risks are being adequately priced.
Description
- the development of workers’ participation in the ownership and control of their work organisations and places;
- the production of high quality and properly presented products and services;
- the development of locally based ventures; the development of appropriate technological systems;
- the amelioration of wasteful or polluting practices; the development of sustainable land use and food production;
- the preservation of endangered eco-systems; activities which contribute to human happiness, dignity and education;
- the dignity and wellbeing of non-human animals;
- the efficient use of human waste;
- the alleviation of poverty in all its forms; and
- the development and preservation of appropriate human buildings and landscape.
- pollute land, air or water destroy or waste non-recurring resources;
- extract, create, produce, manufacture, or market materials, products, goods or services which have a harmful effect on humans, non-human animals or the environment;
- market, promote or advertise, products or services in a misleading or deceitful manner;
- create markets by the promotion or advertising of unwanted products or services;
- acquire land or commodities primarily for the purpose of speculative gain;
- create, encourage or perpetuate militarism or engage in the manufacture of armaments; entice people into financial over-commitment;
- exploit people through the payment of low wages or the provision of poor working conditions;
- discriminate by way of race, religion or sex in employment, marketing, or advertising practices; and
- contribute to the inhibition of human rights generally.