Australian Ethical Emerging Companies Fund

Product Name

Australian Ethical Emerging Companies Fund

Issuer

Australian Ethical Investment

Category

Investment product

Type

Fund/Trust

Target

Retail, Wholesale

Certified Since

2006

Certification Symbol

Ethical

Asset Classes

Equities - International markets

Markets

Australia, New Zealand

Investment Approaches

Negative Screening, Positive Screening, Engagement

It Includes

  • Riaa icons 11 More sustainable companies
  • Investment2 Social impact investments
  • Riaa icons 10 Renewable energy
  • Riaa icons 32 Green property
  • Riaa icons 12 Healthcare & medical products
  • Riaa icons 13 Sustainable transport
  • Riaa icons 14 Education
  • Riaa icons 15 Social & community infrastructure
  • Riaa icons 31 Sustainable water
  • Riaa icons 30 Sustainable land management & agriculture
  • Default selected inclusion No specific inclusions

It Excludes

  • Riaa icons 33 Fossil fuels
  • Riaa icons 34 Logging
  • Riaa icons 35 Tobacco
  • Riaa icons 50 Nuclear energy (including uranium)
  • Riaa icons 52 Human rights abuses
  • Riaa icons 38 Labour rights violations
  • Riaa icons 56 Animal welfare
  • Riaa icons 36 Armaments
  • Riaa icons 41 Alcohol
  • Riaa icons 42 Gambling
  • Riaa icons 55 Pornography
  • Default selected exclusion No specific exclusions

Overview

A diversified portfolio of shares in small capitalisation companies 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. All stocks are chosen on the basis of relative value where we deem the risks are being adequately priced.


Description


Australian Ethical believe the more money doing good for the planet, the better. Since 1986 we have been influenced by the 23 principles of the Australian Ethical Charter to invest in ethical and responsible initiatives that have a positive impact on the planet, people and animals while achieving competitive long-term returns. We avoid investments in corporations that engage in harmful practices such as coal, oil, weapons, tobacco, gambling and human rights abuses. The Charter not only influences our investment choices, but underpins every aspect of our business practices.

We seek out investments which provide for and support: 

  • 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. 
We avoid investments that are considered to unnecessarily: 
  • 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.

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